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PlexStock

Stock Portfolio Manager. It provides quotes, and allows notification based on user's predefined rules.

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Portfolio Optimization

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. The unique design of the model enables it to be applied to either financial instrument or business portfolios. The ability to apply optimization analysis to a portfolio of businesses represents an excellent framework for driving capital allocation, investment, and divestment decisions. The key features of the Portfolio Optimization model include: Ease and flexibility of input, with embedded help prompts; Ability to specify the number of units held in each product or business; Specify minimum and maximum constraints for the optimised portfolio; Unique 'Maintain Current Return Level' option to ensure that return is not deteriorated at the expense of risk; and Intuitive graphical result display with Monte Carlo simulation, including probability analysis on specified 'Target' return level.

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Portfolio Performance Monitoring

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model allows the entering of investment transactions during a reporting period to calculate performance. Furthermore, incremental investment transactions undertaken during a period are fully accounted for in the period's performance calculations. Roll over of the model and archiving of transactions make this model ideal for monitoring your portfolio on an ongoing basis. The key features of the Portfolio Performance Monitoring model include: Ease and flexibility of product and transaction input, with embedded help prompts; Accurate handling of distributions, investments, and divestments to calculate returns. 'Rollover' option to reset the model for a new reporting period; and Storage of historical transactions.

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Financial Analysis - standard

Powerful tool for every financial professional or investor, offers great possibilities for evaluating business or portfolio performances. - 33 standard financial ratios divided into 5 groups.- Common size financial statements. - One or more, up to almost 3 million standard graphs or diagrams could be generated for presentation in financial reports. - Financial ratios could be compared with standard data published by RMA, Dun and Breadstreet, Prentice Hall. - It is possible to present financial ratios and diagrams for up to 6 real or future time intervals or up to 6 individual companies. - Currency conversions and inflation adjustments can be performed. This easy to use program gives you results rich both in numerical as in graphic presentations.

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Account Xpress

Account Xpress is a personal finance management and budget planning software loaded with features designed to help you manage your money easily and efficiently. Track and reconcile transactions for virtually any kind of account (credit cards, savings, checking, credit line, cash, etc.). Budget management is made easy with the help of user-defined income and expense categories, budget projections, and budget versus actual comparison reports. A tree view structure helps you access the information you need quickly and easily. Features include presentation of a global cash flow picture, calculation of net income over any given period, two distinct methods for managing your budget, transaction splitting into many accounts and/or categories, transaction schedules, transaction templates, support for multi-currencies, unlimited number of budget category levels, numerous charts and reports related to your financial and budget activities. Create recurring transactions that are generated automatically at the proper time. Define and use transaction templates to quickly create transactions that recur at irregular intervals. With budget projections, you can now say exactly when and how much you are planning to earn or spend on a specific budget category. Password protect your file to prevent unauthorized access to your data. Import data from Quicken Interchange files (qif) and Open Financial Exchange files (ofx and qfx). Copy selected entries from any list to the clipboard for pasting into other applications such as Word or Excel. Category and payee management is simplified with the ability to easily merge together two categories or two payees at any time. Re-locate categories and payees in the tree view with simple click-and-drag operations. Backup your file automatically with the new backup utility. Know where your money goes and stay in control with Account Xpress. This program benefits anyone serious about controlling their personal finances, and managing their budget.

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ESQuotes - Real time stock quotes

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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StockMarketMirror

StockMarketMirror is an innovative and easy to use software for charting and advanced analysis of individual stocks and overall stock market, supporting profitable trading and optimal management of trading risk for individual and institutional investors. StockMarketMirror software enables early identification of eminent price movements, relevant for a profitable trading by automatic generating of buy-sell signals for individual stocks, and market timing signals for overall stock market. The advanced analysis of stocks and stock market is based on adaptive mathematical models of price movements. The relation between price and volume movements is also analyzed and visualized. StockMarketMirror software is supporting stock market timing, individual stock timing, swing trading, back testing, portfolio picking, stock ranking by future profit prospect, heuristic stock screening, download of free EOD quotes for various national and international stock markets, automation of daily program execution, easy download of research information about stocks and more. StockMarketMirror software is running on Windows 95/98/2000/ME/NT/XP.

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StocksAloud

StocksAloud is the great new talking program that helps you manage your investments and business interests by tracking companies for you. It let's you specify stock information to be read aloud for quick updates or full updates as well as listen to related news headlines. Stock prices, changes, and trading ranges are updated at specified intervals so you can check easy to read summaries, or relax and listen as StocksAloud reads them to you. For a really quick and more private update, just press your left mouse button for one second on the system tray icon and a convenient pop up window shows an instant summary of your portfolio while StocksAloud runs in the background. It's up to you to decide how and when you want your information, it can even be emailed to you if that's your preference. Choose automatic audio updates and you won't even have to open the program window. Get StocksAloud now for the power to track your investments and business interests right on your PC. Now offered with optional AT&T Natural Voices.

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ShotKeeper

ShotKeeper makes it easy to categorize, browse, find, edit and manage photos from your ever-increasing portfolio of digital images. Importing and categorizing photos can be done through a simple interface, that fits the occasional photographer as well as the professional with thousands of photos. Add photos from digital cameras and hard disk with the click of a button. Categorize using drag and drop or keyboard. Loss-less image rotation. Select using simple, but powerful tools. Manage storage in a simple view. Copy to backup. Export to different formats and sizes. New in version 2.5: - RAW Support for most popular cameras - New user interface

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Personal Finances +

Program Description: This program is a compendium of 8 personal finance type programs. They include: 1. Anpenpay.EXE - This program demonstrates the length of time an annuity or a pension payout will last conditioned on the amount of monthly payments to you and the interest that will be earned on the balance. 2. Autoloan.EXE - These calculators may be used to compare loan types, proposed "deals" and periods of financing as well as the effects of various interest rates. 3. Finastmt.EXE - This is a standard personal financial statement that is widely accepted in by banking and mortgage lender institutions. 4. Growmony.EXE - You may be overwhelmed by this time-value of money invested analysis. 5. Porteval.EXE - Track your investments in stocks, bonds, or mutual funds with this program. 6. Portfund.EXE - This program gives you a place to input the financial data for a given stock so that you might better forecast its performance. 7. Retirinv.EXE - You can calculate the amount of money you need to be investing monthly to provide a monthly withdrawal supplemented by Social Security, pensions, annuities or other income sources. 8. Savpengr.EXE - This program will calculate a complete annuitization schedule for regular deposits over a duration of up to 40 years.

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