Business / Investing / Money Managers / Software /
Portfolio Management software is used by both professional and individual investors to better understand, track, construct and communicate the dynamics and performance of a financial portfolio.
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eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.3
22,235,213
NA
174
2
NA
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.3
25,312,757
NA
167
1
NA
ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.3
10,067,094
NA
24,500
129
3
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.4
709,867
NA
153,000
1,820
405
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, and links to news and charts.4
2,913,563
NA
91,600
10,300
3
Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.4
3,024,658
NA
12,700
531
3
DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.3
5,129,573
NA
454
15
3
Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement and reporting.5
NA
NA
4,650
1
NA
Traders Edge
Canadian Investment Software. This program manages stock market investment.3
NA
NA
13,100
51
NA
Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.4
1,545,617
NA
44,500
2,220
2
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