bullet Advanced Information Management - Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
bullet Advanced Portfolio Technologies - Portfolio risk measurement software offering sophisticated risk measurement, portfolio optimization, risk attribution and performance analysis.
bullet Advisormart.com - Online portfolio management for investment advisors, brokers, and financial planners.
bullet Alternative Software Development - Provides software for Hedge Fund portfolio creation through downside risk management.
bullet Amateur Invest - Program to securely manage your portfolio. Downloads prices via Internet in real-time, for free.
bullet AnalytX, Inc. - Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
bullet BasketFunds - Portfolio management tools for investors who want to manage their own mutual funds.
bullet Beiley Software Fund Manager - Portfolio management application for the individual investor. Track and analyze stocks, mutual funds, and other investments with easy to use graphs and reports.
bullet Captool Investment Software - Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
bullet Checkfree Investment Services - APL based portfolio accounting systems for the separately managed accounts industry.
bullet ClaroLogic - Personal and enterprise level portfolio and fund management systems.
bullet Computerized Portfolio Management System - Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
bullet Compuware, India - A comprehensive package for portfolios management and accounting.
bullet Cosmos Offshore Company Management System - Software to manage portfolios of registered companies.
bullet Coyote Capital.com - Automated portfolio management system that recommends daily stock trades based on investment capital and risk tolerance.
bullet Croesus Portfolio Management System - An advanced portfolio management software solution for the securities industry.
bullet DataCow Technologies - Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
bullet DRIP Wizard - Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
bullet DTLink Software - Personal Stock Monitor software for individual investors, helps track and manage your portfolio by providing automatic quote downloads over the Internet, flexible alerts, links to news and charts, and more.
bullet Efficient Solutions Inc. - Portfolio optimization software for investment professionals and sophisticated personal investors.
bullet Electric Scorecard II - Accounting software to track commodity trades.
bullet ESQuotes - Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
bullet eWebPortfolio - Fully functional portfolio management and accounting system that runs on the Web.
bullet FinancialCad - Financial instrument modeling application for Microsoft Excel. Fincad XL supples over 700 functions to work with.
bullet GainsKeeper.com - Capital gains tax and schedule d automated by portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
bullet Invessoft Home - Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
bullet InvestAhead - Wealth management software for IFAs and other finance professionals.
bullet 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.
bullet The Investor Source - Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
bullet Investors Source - Financial planning and portfolio management, web calculators and contact management.
bullet InvesTraK - Investment-tracking tool for managing an individual portfolio of stocks, bonds, and mutual funds. Online support, reviews, 30 day trial download. Windows 95/98/NT.
bullet Kamakura Corporation - Provided risk and asset liability management software to sophisticated institutions world wide.
bullet Margin Account Calculator - Tracks your futures trades. Free demo requires Excel.
bullet 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.
bullet Online Portfolio - Tracks and notifies users of trades and provides detailed quotes for stocks and commodities.
bullet OWL Software - Publisher of investment portfolio management software.
bullet Plain Language Solutions - Share management software for the Australian share market. Online help, reports, charts, plain English manual and follows ASX share register rules.
bullet Portfolio Analyzer - MSExcel based portfolio management system that calculates performance and factor exposures.
bullet Portfolio Director Software - Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
bullet Portfolio Investment Records - Investment records keeping program for DOS.
bullet Portfolio Selection Systems - Portfolio theory, and optimization software.
bullet Primafin Software AG - Portfolio management software and consulting.
bullet PSplus Portfolio Software and Consulting - Developers of professional portfolio management software.
bullet QCharter Portfolio Charting Program - Windows-compatible DOS program that provides tracking and charting of portfolios of stocks and funds. Recognizes common Internet quote service formats.
bullet QUANTIX Software Inc - Investment portfolio software for tracking of stocks, bonds, funds.
bullet Quotes Station - Adware stock quotes and portfolio manager software.
bullet Quotes-Station Freeware - Software to track and manage investment online. Build your own personal multi screen browser.
bullet RAD Solutions LLC - A real time portfolio management and accounting system.
bullet Radix Research Ltd - Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
bullet Ravenfields Software Inc. - Back office system solutions provider for Fund Companies.
bullet Rikel Corp. - SIGv8 application allows organizations or individuals full control of complex foreign-currency investment portfolios.
bullet Savings Bond Maximizer Software - Management tool for US Savings Bonds that tracks price, yield, accrual dates, maturity dates and deferred tax obligation of all bonds issued since 1943. Covers Series E, Series EE, Series I, Series H, Series HH and Savings Notes.
bullet Sock the Stocks - Stock market investing software and free portfolio manager. Dollar cost average to help buy high, sell low. Get best price to buy or sell.
bullet StatementOne.com - Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
bullet Stochastic - Financial simulator to project what a portfolio might be worth in the distant future.
bullet Stock Manager - Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
bullet Stockvue 2000 - Free portfolio management program. Handles multiple accounts, dollar-cost averaging, and mutual funds. Data export to various formats and the Palm platform.
bullet Systematic Methods Home Page - Rules-based portfolio trading algorithms and consulting for financial institutions.
bullet Techfi - Portfolio 2000 - A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
bullet Ticoon Technology - Offers financial service providers a custom, wealth-management software application for personal financial planning.
bullet TradeLog - Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
bullet Traders Edge Canadian Investment Software - This program manages stock market investment.
bullet Xen.com - Spectrum - Suite of financial planning tools and portfolio management tracking solutions.
bullet Zunna, Inc. - Publishes WAT$, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.