Portfolio Optimization

The portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives thehighest 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...

Tags: optimisation, management, asset, allocation, personal, wealth, fund, management, sharpe, ratio, risk, optimal, weightings, return, capital, allocation, analysis, business,

Horizon Investment Analyst

Horizon Investment analyst calculates profit, periodic total return, cumulative total return, average annual total return, internalrate of return (irr), capital gain, buy/sell prices, and other statistics... Creates 5 different types of basisworksheets for capital gains calculations... Particularly useful for investments withmultiple 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... (Win9x)

Tags: analysis, finance, roi, return on investment, internal rate of return, average annual return, basis, capital gain, portfolio, stock, bond, mutual fund, distribution, dividend, interest, download, chart, graph,

Variable Investment Analyst

Variable Investment analyst calculates profit, periodic total return, cumulative total return, average annual total return, internalrate of return (irr), capital gain, buy/sell prices, and other statistics... Creates 5 different types of basisworksheets for capital gains calculations... Particularly useful for investments withmultiple 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... (MS-DOS)

Tags: analysis, finance, financial, roi, return on investment, internal rate of return, average annual return, basis, capital gain, portfolio, stock, bond, mutual fund, distribution, dividend, interest, download, chart, graph,

Build an Automated Sector Fund System

This online course shows you how to build a long term sector fund rotation model using MS Excel...Uses the classic market economist's Sector Rotation Model, with several improvements that eliminate the guesswork in timing fund switches...Incorporates three proven technical indicators--relative strength, moving average crossovers, and moving average slope, to identify the sectorfunds most likely to provide long term profits...What You Get: A TREMENDOUS 3-IN-1 VALUE!- PDF Guide showing you how to build and use the model- Online course- Pre-built Backtesting Model in MS Excel with graphs and trade statistics- Direct online access to the course materialsBenefits- Integrate Excel, VBA, formulas, and data sources into a profitable trading tool- Get knowledge applicable to any Excel modeling project- Eliminate recurring software costs- Calculate Buy/Sell signals on hundreds of funds within secondsTechnical Requirements- MS Excel for Windows- Adobe Acrobat Reader- 5Mb disk space- Weekly Close Fund price data- (OPTIONAL) DDE data import link for Excel

Tags: fund, sector, trading, system, building, automated, excel, spreadsheet, vba, macro, dde, activex, quotecom, weekly, rotation, relative, strength, moving, average, crossover, slope, mutual, fund, index, fund, spdr, etf, future, futures, capital, ira, 401k, 401k, 403b, 403b,

Personal Stock Streamer

Personal Stock Streamer is an advanced real-time portfolio management system that provides investors with up-to-the-minutesecurities data, research and analysis capabilities. Features include: real-time streaming quotes; multiple independent portfolios with watchlists, and current holdings summary; custom columns, including calculated columns; complete transaction history with real-time portfolio valuecalculation; multiple streaming and historical...

Tags: realtime streaming charts, technical analsysis, stock, options, funds, scripting, endofday, tracker, monitor, shares, gain, invest, finance, currency, realtime, streaming, intraday, microsoft excel,

Personal Stock Monitor GOLD

Personal Stock Monitor Gold is a live stock ticker tape, multi-currency portfolio manager and advanced research assistant forindividual investors...Personal stock Monitor Gold supports delayed, real-time and streaming data sources covering major markets worldwide...New in the latest release:Investors can now drag and drop live tickers from Personal Stock Monitor into their own Microsoft Excel(tm) spreadsheets...

Tags: options, funds, historical, tracker, monitor, shares, gain, invest, finance, currency, realtime, streaming, historical, intraday, microsoft excel,

Royal Business Package

So you want to start a business? Dont know how? Give a thought to color when you start that business! It can play a big partin forming the size of your profits... With this in mind, under noconditions select from this book an idea that you are convinced will make money, but for which you have no intense eagerness... This conviction and fervor for the product or service you decideupon is necessary if you are to bounce back after each mistake??????????????????????and you will make them??????????????????????and go on to success...

Tags: ebook, opportunity,

TradeTrakker Deluxe

TradeTrakker is an easy-to-use, yet powerful financial portfolio management application...TradeTrakker can monitor multiple portfolios and watch lists with up to fifty different parameters, including buy & sell, gains & losses,stock splits & dividends and total portfolio value for both long and short positions... All stock positions as well as up to 100 key market indices can be automaticallyupdated, on any schedule from once a day to once per minute...

Tags: finance, securities, investor, stock market,

Traders Log

traders log is a software trading diary. Calculate position size and risk on capital. Add comments, pictures and informationabout your trades. Will show over 20 statistics on your trading.

Tags: diary, shares, stock, stock market, trading, track, record, stats, statistics,

Fixed Asset Pro 2006

Fixed Asset Pro 2006 is a full-featured fixed asset management software that has been specifically designed to assistcompanies of all sizes to account for and manage their fixed assets... Designed to cater for a wide range of business, the program provides complete management control over fixed assets and toeliminate the time and effort normally associated with this task... With its comprehensive features and flexibility in data handling, keeping track of your valuable capital assets could never beeasier...

Tags: depreciation, asset databases, fixed asset accounting, tracking fixed assets,


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