OTrader 4.1 is a streamlined, easy-to-use portfolio management tool for stock, option, warrant, future and CFD traders. The new features in OTrader 4.1 allow you go way beyond your standard excel spread sheets by giving you advanced reporting and trade analysis.

• License: Demo
• Language: English
• Release: 2006-01-01
• Size: 15 Mb
• Cost: 197.00 $

SmartFolio is a state-of-the-art asset management software for investment professionals and private investors. It contains advanced portfolio optimization and risk management techniques, based on the latest achievements in portfolio theory. The software combines highly advanced and innovative analytics with a user-friendly, intuitive interface, perfectly suited to any level of expertise and experience.

• License: Shareware
• Language: English
• Release: 2007-04-24
• Size: 14 Mb
• Cost: 490.00 $

Option pricing spreadsheet that calculates the theoretical price and all of the Option Greeks for European Call and Put options. The spreadsheet also allows the user to enter up to 10 option legs for option strategy combination pricing. The calculations are made in Visual Basic and all of the code used is fully disclosed in the Visual Basic editor for user intervention.

• License: Freeware
• Language: English
• Release: 2005-07-25
• Size: 54 Kb
• Cost: Free

This free option pricing calculator can be used to calculate: Call Price, Put Price, Gamma, Delta, Theta, Vega, Implied Volatility. Calculator can use three option pricing models to caculate prices: Black-Scholes Option price, Binomial American option price and Binomial European option price

• License: Freeware
• Language: English
• Release: 2006-01-01
• Size: 2 Mb
• Cost: Free

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 1 Mb
• Cost: 69.00 $

PPM is a portfolio management and stock charting system designed specifically for individual investors. It maintains complete records of capital gains, dividends and other income for tax purposes. It allows assets to be divided into different portfolios for independent tracking of IRA's, 401k's, etc. PPM analyzes the performance of individual securities and complete portfolios. It downloads current and historic stock prices from the internet.

• License: Shareware
• Language: English
• Release: 2006-06-20
• Size: 1 Mb
• Cost: 69.00 $

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 1 Mb
• Cost: 295.00 $

Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as single push button price and transaction updates from the internet.

• License: Shareware
• Language: English
• Release: 2006-10-24
• Size: 2 Mb
• Cost: 895.00 $

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal effort and time you can keep track of which stocks you have bought and sold, along with any associated dividends.

• License: Shareware
• Language: English
• Release: 2008-01-03
• Size: 1 Mb
• Cost: 29.95 $

The Portfolio Optimization model calculates the optimal capital weightings for a basket of 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.

• License:
• Language: English
• Release: 2005-05-05
• Size: 133 Kb
• Cost: 18.00 $

The Portfolio Optimization model calculates the optimal capital weightings for a basket of 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.

• License: Shareware
• Language: English
• Release: 2006-12-01
• Size: 110 Kb
• Cost: 18.00 $

Apply the Markowitz Theory and Capital Asset Pricing Model (CAPM) to analyze and construct the optimal portfolio with/without asset weight constraints with respect to Markowitz Theory by giving the risk, return or investors utility function; or with respect to CAPM by given the risk, return or Market Portfolio weighting. Also includes Performance Evaluation, interpolation procedures, analysis of Efficient Frontier, Market Portfolio and CML.

• License: Demo
• Language: English
• Release: 2004-09-26
• Size: 6 Mb
• Cost: 199.00 $

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.

• License:
• Language: English
• Release: 2005-05-05
• Size: 116 Kb
• Cost: 22.00 $

OptDrvr is an Excel addin providing the user with pricing models to evaluate stock options, Index options and Futures options, which are American or European style call or put options with or without dividends. Determines option fair values, deltas, gammas, vegas, thetas, rhos and implied volatilities. Option models include BLACK-SCHOLES, Black-Scholes adjusted and BINOMIAL. All the models are used by Professional Traders

• License: Shareware
• Language: English
• Release: 2006-01-24
• Size: 53 Kb
• Cost: 95.00 $

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.

• License: Shareware
• Language: English
• Release: 2006-12-01
• Size: 103 Kb
• Cost: 22.00 $

PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting. It includes overall portfolio equity curve performance with risk analysis, trade log entry supporting partial position matching of both long and short trades, and a charting database with over 35+ technical indicators.

• License: Commercial
• Language: English
• Release: 2007-08-15
• Size: 5 Mb
• Cost: 37.00 $

Easily compare stock or option transactions for various time periods and various investments. Input transaction information such as purchase and sale (or execution) dates, prices, etc.. Gives actual profit from the transaction and the potential loss. Also gives annualized profit, in dollars and as percentage of your investment, and annualized potential loss. Factors in your commission fees. Stores results for comparison. Can print results.

• License: Shareware
• Language: English
• Release: 2004-11-22
• Size: 486 Kb
• Cost: 25.00 $

Prime Option is used to measure what is important and to select the best option. It can be used to choose products, software, development options, shares, funds, staff, features and design points. It can also be used to measure judgments, importance, risk, compliance, governance and requirements fit. Prime Option is a Multi Criteria Decision Analysis (MCDA) tool which can be used to improve the decision making process.

• License: Demo
• Language: English
• Release: 2005-02-12
• Size: 318 Kb
• Cost: 195.00 $

The Real Option Valuation model encompasses a suite of option pricing tools to quantify the embedded strategic value for a range of financial analysis and investment scenarios. Traditional discounted cash flow investment analysis will only accept an investment if the returns on the project exceed the hurdle rate. While this is a worthwhile exercise, it fails to consider the myriad of strategic options that are associated with many investments.

• License:
• Language: English
• Release: 2005-05-05
• Size: 179 Kb
• Cost: 26.00 $

Visual Stock Options Analyzer is a powerful analysis tool for development, testing, and application of stock and options strategies. Its easy-to-use interface allows you to test new strategies, manage a growing portfolio, and explore "what-if" scenarios with ease. VOptions versatility and power make it suitable for new, experienced, or advanced traders alike. Option pricing models: Black-Scholes, Binominal European and Binominal American.

• License: Shareware
• Language: English
• Release: 2005-06-22
• Size: 2 Mb
• Cost: 59.95 $