Investment Spy
Investor's toolkit for portfolio stock management, up-to-the minute research, hot stock picks, plus Adriane Berg's Insider's Guide to Investing. Download free demo.
Investor Coach
Offer online portfolio management tool for stock investment.
The Investor Source
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
InvestorDynamo
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
Investors Source
Financial planning and portfolio management, web calculators and contact management.
Leading Market Technologies
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
Margin Account Calculator
Tracks your futures trades. Free demo requires Excel.
Milvus Software Limited
Offers wealth management software that manages the assets of high net worth individuals, and provides for the administration and control of client's trading activities and the need for tax efficient vehicles.
My Savings Bonds
Windows based software package for maintaining savings bonds portfolios. Calculates the exact value of your savings bonds for up to 6 months at a time.
NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
A Penny Saved
Offers automated online trading tools.
Personal ASX Portfolio Manager
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
Pertrac 2000
Pertrac is a powerful suite of investment tools for financial professionals.
PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
Portfolio Director Software
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
Portfolio Investment Records
Investment records keeping program for DOS.
Portfolio MCS
Software for portfolio risk analysis using Monte Carlo simulation for systematic traders and investors using Tradestation. Generate probability curves of risk and return.
Portfolio Selection Systems
Portfolio theory, and optimization software.
Portfolio Style Analysis
Portfolio style analysis, asset allocation, risk management software and consulting services.
PortfolioScience
Provides portfolio risk analysis for individual investors.
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