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ESQuotes is a powerful Microsoft Excel workbook & Dynamic Link Library (DLL) for stocks & mutual funds. Stock quotes are retreived direct from Internet without downloading. ESQuotes dynamically updates stock market price, change, volume, high/low, etc. from the internet! Excel provides the framework for managing your own portfolio of stocks & mutual funds. ESQuotes' easy to use interface allows you to watch prices, changes, volume (& more) w/simple "=functions()" you already understand. ESQuotes is not just a Microsoft Excel workbook. It combines a powerful custom DLL which communicates directly to popular internet stock quote servers and gets your stock quotes from internet without having to download separate files & then having to import them. ESQuotes dynamically updates stock market price, change, volume, high/low, etc. instantly!
Nothing's more annoying than not being able to watch your stocks at the office because the internet police are out in full force! ESQuotes is your electronic counter measure by working through corporate firewalls using normal http protocol & ports. This simply means that ESQuotes looks like an ordinary browser by your computer, so ESQuotes can't be blocked without blocking all browsers. ESQuotes will hardly be noticed by the IS Police because it opens & closes the internet connection in less than 1 second for each batch of quotes. Multiple stock quotes are efficiently sent to the stock quote server. This keeps your Internet activity so minimal that the corporate internet police should never notice it at all, even if you quote every minute all day! While at work, ESQuotes quiety blends in with its surroundings, looking like an ordinary Microsoft Excel spreadsheet. HA! No one will know you're keeping track of your stocks (that is unless you tell them)! ESQuotes is quite happy at home over a dialup connection. Example workbooks show how to do it all! Spreadsheets are there for mutual fund research, new stock ideas & more!
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This program is a version of a form that will assist you in tracking your investments. It will run under Win 95, 98,Me. NT4, XP, & 2000. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms up-to-date and assist you by providing an easy way to track and evaluate your investment performance
Printouts are professional looking and may be used by financial planners as well as individuals to track report specific stock, bond, and mutual fund investments.
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StockQuoter is a portfolio manager and downloader for intraday, end of day and historical stock quotes. Download free historical stock, currency, index and mutual fund data from yahoo for your lists of tickers. The generated data is compatible with most charting and technical analysis software. No more monthly charges, start today and get your quotes for free. StockQuoter allows you also to manage your portfolio offline.
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Horizon Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts. Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Virtually all the most important information needed to make investment decisions is presented on one easy to read screen. Dates, currencies, and other numbers are internationally aware, and are displayed & printed as specified in the user's regional settings in Control Panel. New comprehensive Save/AutoSave/Restore functions, print-time printer selection & page setup, multiple cell pasting, clearing, and row deletion, Print Preview, comprehensive Printer/page & Grid appearance options, wide, landscape orientation reports, Financial data downloader, and many other new features. (Win9x)
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Variable Investment Analyst calculates profit, periodic total return, cumulative total return, average annual total return, internal rate of return (IRR), capital gain, buy/sell prices, and other statistics. Creates many different types of charts. Creates 5 different types of basis worksheets for capital gains calculations. Imports/exports data to/from many other applications. Particularly useful for investments with multiple cash flows, such as mutual funds, 401k plans, annuities, and partnerships, but is also helpful for bank and savings accounts, CD's, stocks, bonds, etc. Virtually all the most important information needed to make investment decisions is presented on one easy to read screen. Bug fixes, new printer/page setup options, and many other new enhancements. See Readme.doc for details. (MS-DOS)
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"FINCALC 6.0" is a Windows program designed to handle differing financial calculations related to investments and lending. The program acts like a loan calculator filling in missing terms and payment information. FINCALC 6.0 will display and print loan amortization schedules considering four types of insurance, miscellaneous fees and charges, and real estate taxes. Calculations for retirement planning and investment annuities are possible. If for example, you need to know the time value of withdrawals given a starting balance, or the amount of money your investment will be worth given a period of time, APR, compounding, and recurring deposit amount, FINCALC 6.0 will make these calculations easy for you. The investment portion of the program tracks stocks and mutual fund investments and provides up-to-date yield and profitiability information at a glance. FINCALC 6.0's business calculations are extremely helpful for retailing companies. As an example, you can quickly determine the markup percent, or the cost of an item given the price and markup percent, or the price, given a markup percent and cost. FINCALC has been sold to gift shops, lawyers, bankers, insurance agents, real estate agents, finance companies, car dealers, and retailing companies. It makes no difference whether you are a business or an individual, you can still benefit from using the program. FINCALC has been sold to individuals planning for retirement, or who need loan interest for tax purposes, or who need to manage investments better, or who need to evaluate which loan option is least expensive. If you are involved in analyzing, acquiring, or recommending investments or lending instruments, you can benefit from using FINCALC 6.0.
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Checklist Investor is a stock market investment software tool for individual investors. This powerful, yet easy to use tool, helps investors make better investing decisions. Checklist Investor allows users to organize their investment data, follow well known expert investing strategies (including Buffett, Graham, Lynch, and CANSLIM), customize these strategies, and follow a systematic approach to investing.
In addtion, a Stock Idea of the month is available for you to consider.
Checklist Investor allows users to organize ALL their investment related information in one place. Stock and mutual fund investment ideas, individual company research, predictions, and transactions are all stored with Checklist Investor. All this information is available on one screen, and can be viewed in a varied of ways using the Sort/Zoom feature.
Checklist Investor allows users to follow the investing strategies of the all time investing greats, including Warren Buffett, Benjamin Graham, Peter Lynch, and William O?Neil (CANSLIM). These strategies are described point by point in Checklists. Before the user makes a transaction (Buy or Sell), each item in the Checklist is reviewed . The use of Checklists allows a consistent evaluation of all investment ideas.
In addition to the included strategies, users may customize these strategies, or create their very own Checklist strategy. These Checklists can be shared with other users (using the Export Checklist/Import Checklist function).
A common thread throughout all successful investment strategies is consistency in investment evaluation and emotional separation between the investor and the investment. Checklist Investor is an easy to use tool that allows users to follow these principles. All investment ideas are evaluated using identical criteria, contained in Checklists. When this evaluation occurs, the user is documenting it, and now never has to ask ?What was I thinking?? again!
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QuoTracker is a tool which facilitates the monitoring and tracking of your investment in global stock markets and US/Can. mutual funds. It collects and connects information (chart, quote, news, profile etc.) from different free Internet services, puts everything onto an easy-to-glance Explorer-like interface, and lets you access them quickly at your mouse-click. Monitor delayed or real-time quotes of unlimited watch lists and portfolios. Create ticker-specific hypelinks to your favorite website with ticker-specific information. QuoTracker has a most powerful alert function. QuoChart with over 20 types of technical indicators with customizable parameters can help you make your buy/sell-decisions easier.
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