| Websites in Portfolio Management |
- A Penny Saved
Offers automated online trading tools.
 http://www.apennysaved.com
- Advanced Information Management
Adaptive data mining and risk management solutions for the analysis and prediction of financial markets. Software, consulting, and seminars.
http://www.aim-sw.net/
- Advanced Portfolio Technologies
APT offers statistical risk models and analytics. Integrated, multi-factor risk models include currency, country, sector and style factors as well as yield curve, fundamental, economic and user-defined factors. Available for 200,000 equities, bonds, currencies, funds, futures, and options.
http://www.apt.com/
- Advisor Software Inc.
ASI is a provider of Wealth Management Software to the financial services industry focusing on providing tools for advisors to delivery advice and sell investments.
http://www.advisorsoftware.com
- Advisormart.com
Online portfolio management for investment advisors, brokers, and financial planners.
http://www.advisormart.com
- Advisors Assistant
Client Relationship Management Software designed for registered reps and financial planners, tracks clients, prospects, investments, insurance, annuities, calendar, contact notes, and investment rates of return.
http://www.climark.com
- Alternative Software Development
Provides software for Hedge Fund portfolio creation through downside risk management.
http://www.alternativesoft.com/
- Amateur Invest
A secure, investment and portfolio manager. Monitor historic data of specific companies and stocks, and manage your stock portfolio in terms of profits and losses. Get prices / quotes via the internet in realtime and for free.
http://www.amateur-invest.com
- AnalytX, Inc.
Financial management and consulting services to the private equity industry. Products include accounting and portfolio management tools.
http://www.analytx.com
- Architect of your eFuture
Consulting and development company servicing the financial services industry.
http://www.fin-it.com
- Asset Allocation Analyst
The Asset Allocation Analyst is an integrated portfolio management application for financial advisors.
http://www.assetallocationanalyst.com
- BasketFunds
Mutual and stock portfolio management services. Product and services information provided.
http://www.basketfunds.com/
- 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.
http://www.beiley.com/
- Bytelogics Inc
New York full service web design and software company. Creators of Portfolix, a fixed income reporting software program.
http://www.bytelogics.com/
- Cainsoft, Inc.
Software developed by investment professionals, for investment professionals. Client review, portfolio analysis, and risk management solutions.
http://www.cainsoft.com
- Captool Investment Software
Portfolio management software designed for professional money managers, sophisticated individual investors, and for others entrusted with managing investment assets.
http://www.captools.com/
- ClaroLogic
Personal and enterprise level portfolio and fund management systems.
http://www.clarologic.com/
- Computerized Portfolio Management System
Generate long and short strategies with our proprietary ranking and screening system. Create strategies for specific industries.
http://www.cpms.com/
- Compuware, India
A comprehensive package for portfolios management and accounting.
http://www.compuwareonline.com/software/investment.asp
- Croesus Portfolio Management System
An advanced portfolio management software solution for the securities industry.
http://www.croesus.com
- Custom Design Software
Real estate property analysis software for real estate investors.
http://www.real-estate-investor-online.com/
- DRIP Wizard
Software for Win 95, 98 or NT, to track DRIP Investments. Tracks value, profits, tax consequences, and others.
http://www.dripwizard.com
- 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.
http://www.dtlink.com/
- DataCow Technologies
Stock and mutual fund portfolio manager provides complete market information, technical indicators and forecast of indexes, stocks and mutual funds.
http://www.datacow.com/
- DynaPorte
Dynamic asset allocation system helps you to discover the important macroeconomic and market factors that influence investment performance and adapt the asset allocation accordingly.
http://www.dynaporte.com
- Dynamic Software Design
Software package designed to organize all of your digital currency needs. Manage E-currency accounts with Portfolio Manager.
http://dynamic-software-design.com/
- EM Applications
EM Applications provides an advanced factor model and tools for portfolio risk management.
http://www.emapplications.com
- ESQuotes
Excel workbook for stocks and mutual funds. Download quotes directly from Internet.
http://www.esquotes.com
- Efficient Portfolios
A web-based solution that provides financial planners and investment professionals with the ability to apply modern portfolio theory, Monte Carlo simulation, risk assessment, and performance backtesting to the selection, evaluation, and optimization of their clients' portfolios.
http://www.effport.com
- Efficient Solutions Inc.
Portfolio optimization software for investment professionals and sophisticated personal investors.
http://www.effisols.com
- Electric Scorecard II
Accounting software to track commodity trades.
http://www.orbitsoft.com
- Equitrend
Offers money management system with daily updates and monthly newsletter.
http://www.Equitrend.com
- Excelquant
Develops, and sells online, investment software for Microsoft Excel. Offers consulting services for custom developed solutions.
http://www.excelquant.com
- FinLab
PackHedge is a global fund data-management system for fund research & analysis.
http://www.finlab.ch
- FinancialCad
Financial instrument modeling application for Microsoft Excel. Fincad XL supplies over 700 functions to work with.
http://www.fincad.com
- GainsKeeper
Capital gains tax and schedule d automated by a portfolio tracker that adjusts cost basis for mergers, splits, spin-offs, wash sales and increases after-tax returns.
http://www.gainskeeper.com/
- Gravity Investments
Portfolio management software creates and presents balanced portfolios. 3-D model portfolios maximize diversification and create custom efficient portfolios using new portfolio theory. Sophisticated investors use it for sales and marketing, asset allocation and risk management.
http://www.gravityinvestments.com/
- Incom
Incom provides wealth management software and systems for personal and business investors.
http://www.incom.com.au
- Integrated Decision Systems
The IDS Suite of products are in production world-wide at top-tier banks, brokerage firms, separately managed account and wealth management advisors, securities lending environments, and prime brokerages.
http://www.idsnet.com
- Invessoft
Individual investment software for portfolio management and tax preparation. Prices updated via Internet.
http://www.invessoft.com
- InvestAhead
Wealth management software for IFAs and other finance professionals.
http://www.investahead.co.uk/
- Investment Data Technologies
Financial planning software, insurance and managed investment data for dealer groups and advisors in Australia and New Zealand.
http://www.idt-world.com
- 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.
http://www.investmentspy.com/
- Investor Coach
Offer online portfolio management tool for stock investment.
http://www.investcoach.com/
- InvestorDynamo
Outlook-based application that allows hedge funds to maintain client information in a centralized repository and send personalized investor correspondence.
http://www.investordynamo.com
- Investors Source
Financial planning and portfolio management, web calculators and contact management.
http://www.investorssource.com/
- Leading Market Technologies
Makers of Open Analytics, real-time or historical risk management, optimization, volatility forecasting, technical analysis, back-testing and program trading system.
http://www.lmt-expo.com
- Margin Account Calculator
Tracks your futures trades. Free demo requires Excel.
http://www.users.globalnet.co.uk/~ibrant/index.htm
- 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.
http://www.milvussoftware.com/
- Monetaire, Inc
Provides a componentized wealth management platform to the financial services industry, including modules for rules, computations and user interfaces.
http://www.monetaire.com
- 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.
http://www.mysavingsbonds.com
- NorthStar Wealth Management Software
NorthStar's enterprise wealth management software has client prospecting, wealth planning, investment selection and implementation, client monitoring and review.
http://www.northstar.com
- PMSA Inc.
Fully integrated software system that automates all functions, such as reporting, analysis, accounting and performance of investment management organizations.
http://www.pmsa-inc.com
- PSplus Portfolio Software and Consulting
Developers of professional portfolio management software.
http://www.psplus.de/
- Personal ASX Portfolio Manager
PASXM is a simple portfolio manager for all your ASX securities with advanced reporting functionality providing cost effective portfolio management.
http://www.xu8.net/
- Pertrac 2000
Pertrac is a powerful suite of investment tools for financial professionals.
http://www.pertrac2000.com
- Portfolio Analyzer
MSExcel based portfolio management system that calculates performance and factor exposures.
http://www.portfolioanalyser.com/en_index.html
- Portfolio Director Software
Track stock, options and mutual fund activity with a comprehensive list of financial reports. Interfaces for major brokerage firms available.
http://www.portfoliodirector.com/
- Portfolio Investment Records
Investment records keeping program for DOS.
http://home.att.net/~imaginaryco/PortFolio.html
- 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.
http://www.portfolioriskanalysis.com
- Portfolio Selection Systems
Portfolio theory, and optimization software.
http://www.portfolionetworks.com/
- Portfolio Style Analysis
Portfolio style analysis, asset allocation, risk management software and consulting services.
http://www.styleanalysis.com/
- PortfolioScience
Provides portfolio risk analysis for individual investors.
http://www.portfolioscience.com/
- PowerBroker Asset Management Software
Software for financial professionals, cpa's and attorneys. Components include performance measurement, reporting with graphical enhancements, compliance reporting and tools for quick entry of historical performance information.
http://www.powerbrokertools.com
- Primafin Software AG
Portfolio management software and consulting.
http://www.primafin.com/
- ProSight
Offers portfolio management software, including company information, press, support, partners and forum.
http://www.prosight.com
- Profitspi
Browser based portfolio tracker which dynamically adds time to a portfolio enabling tracking of profit performance by day, week, and month.
http://www.profitspi.com/
- 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.
http://members.cox.net/nedblake/
- QED Information Systems, Inc.
Information Systems, Inc. is a leading provider of portfolio management and accounting software for institutional investors.
http://www.qedinfo.com
- QUANTIX Software Inc
Investment portfolio software for tracking of stocks, bonds, funds.
http://www.quantixsoftware.com
- Quotes Station
Adware stock quotes and portfolio manager software.
http://www.aadsoft.com/quotes/intro.htm
- Quotes-Station Freeware
Software to track and manage investment online. Build your own personal multi screen browser.
http://www.quotes-station.com
- RAD Solutions LLC
A real time portfolio management and accounting system.
http://www.RADSolutionsLLC.com
- Radix Research Ltd
Investment software for multi-currency portfolio management and technical analysis. Designed for experienced investors.
http://www.radixresearch.com
- Ravenfields Software Inc.
Back office system solutions provider for Fund Companies.
http://www.ravenfields.com
- Real Decisions
Real Decision's real estate software: Smart-RE geared for the corporate real estate professional. Analyze and forecast using key performance measures.
http://www.realdecisions.co.uk
- Risk Infotech Solutions
Develops risk management software products including country specific multi-factor equity risk model for India.
http://www.riskinfotech.com
- RiskData Portfolio Solutions
Real-Time desktop portfolio risk simulation and measurement solution. Monte-Carlo based risk attribution, VaR, optimization and tracking, coherent with more than 10000 risk factors correlations.
http://www.riskdata.com
- 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.
http://www.maxbond.com
- Software for Investment Clubs
Investment Clubs Tax Reporting Software for Individual or Group Investment Clubs.
http://www.investclub.com/investment_club_accountbutler.html
- StatementOne.com
Provides Internet based enterprise wide consolidated statements and transaction level financial data for institutions and their clients.
http://www.statementone.com
- Steady Trading
Offers decision-making support software designed for portfolio management.
http://www.steadytrading.com
- Stock Analyzer
Stock Analyzer software is an investment record keeping system with performance measurement.
http://www.stock-analyzer.com
- Stock Manager
Stock portfolio manager for the Palm platform featuring automatic updates of stocks at every HotSync.
http://tinystocks.com
- SunGard Online Investment Systems
Integrated wealth management and front-office financial solutions for banks, brokerage and insurance. Solutions for CRM, portfolio management, online trading, performance measurement, financial planning, asset allocation, compliance and suitability.
http://www.online.sungard.com
- Systematic Methods
Rules-based portfolio trading algorithms and consulting for financial institutions.
http://www.systematicmethods.com
- Taking Stock
Simulates portfolio investment strategies using historical returns for stocks, bonds and cash since 1922 and educates investors about bull and bear markets using 18 interactive calculators.
http://www.marketsavvy.net
- Techfi - Portfolio 2000
A complete portfolio management system for investment professionals with performance measurement and comprehensive reporting.
http://www.techfi.com
- The Investor Source
Excel template for stock investors compatible with CANSLIM investment strategy of William O'Neil.
http://www.caduceusenterprises.com/The_Investor_ource_-__Download/the_investor_ource_-__download.html
- TradeLog
Automates active trader tax accounting by importing and matching trades including short sales, calculating gains and losses, schedule d, and wash sales.
http://www.armencomp.com/tradelog
- TradePerformance
Trade Management Software. Tool for stock market investors, offering planning, money management, record keeping and tax reporting.
http://www.TradePerformance.com/
- Traders Edge
Canadian Investment Software. This program manages stock market investment.
http://www.tradersedge.com
- Zunna, Inc.
Publishes WATS, an investment analysis software package. Focuses on long-term financial planning using historical data to validate strategies.
http://www.zunna.com/
- eWebPortfolio
Fully functional portfolio management and accounting system that runs on the Web.
http://www.eWebPortfolio.com/
- prommise
PRoMMiSe software performs management and analysis requirements of mortgage portfolios, as well as prepare parties for securitisation of part of their portfolios.
http://www.prommise.com
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