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Excel Templates Portfolio Management

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Product Title  /  Popularity Revised License Rating Size
Excel Sheet Navigation & Management Software
Copy, open, move, rename, delete, swap, and switch between worksheets in all open workbooks quickly. This Addin loads into Excel for convenient management of your sheets. Good if you have many worksheets or many workbooks to keep track of.
February 13th 2006 Shareware    394k
Fund Manager - Professional
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 ...
May 12th 2004 Shareware  5 stars 1k
Fund Manager - Personal
Fund Manager is a full featured portfolio management application. FundManager is designed to help investors monitor and analyze their stocks,mutual funds, and other investments with a wide variety of easy to usegraphs and reports. Fund Manager makes keeping track of ...
May 12th 2004 Shareware  5 stars 1k
Fund Manager - Advisor
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 ...
April 26th 2006 Shareware  5 stars 2,845k
Master Investor
Master Investor (MI) is a comprehensive portfolio management and technical analysis program for individual investors, financial advisors and money managers.

MI includes comprehensive portfolio management for up to 1000 portfolios of stocks, bonds, options, mutual funds, cash accounts, other assets ...
July 19th 2007 Shareware    1,411k
Agilefant
Agilefant answers the call for backlog management when spreadsheets meet their limits. If you are using agile or time-paced software development methods - or only some of the juiciest bits - you face the quest of linking your business strategies ...
March 21st 2011 Freeware    25,723k
Portfolio Monitoring
The Portfolio Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of 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 ...
January 9th 2003 Shareware  4.5 stars 107k
Portfolio Optimisation
The Portfolio Optimisation 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 ...
January 9th 2003 Shareware  4.5 stars 120k
Excel Advanced Training
These lessons have been written by OzGrid Business Applications who develop Excel spreadsheets on a professional basis. Each lesson is drawn from 'real world' experience and not made up class room scenarios. There are 10 lessons, each between 5 and ...
January 16th 2003 Commercial  5 stars 45k
Excel Basic, Intermediate and Advanced Training
These lessons have been written by OzGrid Business Applications who develop Excel spreadsheets on a professional basis. Each lesson is drawn from 'real world' experience and not made up class room scenarios. There are 30 lessons, each between 5 and ...
January 16th 2003 Commercial  5 stars 10k
Excel Basic Training
These lessons have been written by OzGrid Business Applications who develop Excel spreadsheets on a professional basis. Each lesson is drawn from 'real world' experience and not made up class room scenarios. There are 10 lessons, each between 5 and ...
January 16th 2003 Commercial  5 stars 101k
Excel Intermediate Training
These lessons have been written by OzGrid Business Applications who develop Excel spreadsheets on a professional basis. Each lesson is drawn from 'real world' experience and not made up class room scenarios. There are 10 lessons, each between 5 and ...
January 16th 2003 Commercial  5 stars 4k
Excel Level 1 VBA Training
These lessons have been written by OzGrid Business Applications, who develop Excel spreadsheets on a professional basis. All information within these lessons are drawn from 'real world' experience and not fictitious class room scenarios. There are five Workbook examples with ...
January 16th 2003 Commercial  5 stars 101k
Excel Level 2 VBA UserForms Training
These lessons have been written by OzGrid Business Applications, who develop Excel spreadsheets on a professional basis. All information within these lessons are drawn from 'real world' experience and not fictitious class room scenarios. There are five Workbook examples with ...
January 16th 2003 Commercial  5 stars 101k
Excel VBA and Excel UserForms Training
Each lessson is between 5 and 10 Word Documentpages long. There are also 10 Excel Workbook Examples.Lesson 10 has Time Saving Microsoft Excel Solutions. It is a downloadable book in Windows help file format that contains hundreds of solutions to ...
January 16th 2003 Commercial  5 stars 11k
Personal Portfolio Manager
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 ...
February 7th 2003 Shareware  5 stars 1k
TradeTrakker Deluxe
TradeTrakker is an easy-to-use, yet powerful financial portfolio management application. Whether you are new to investing or an experienced trader, TradeTrakker will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into how well your ...
December 2nd 2006 Shareware  5 stars 1,314k
eTikr - Free Stock Quotes for Excel
eTikr is a free Excel download, it allows users to download free stock quotes & market data directly in pre-built free Excel templates. Power users can build custom alerts and screens by using detailed quotes data comprising over 40 attributes ...
August 23rd 2006 Freeware    3,809k
SmartFolio Professional Edition
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 ...
September 23rd 2007 Trialware    8,941k
SmartFolio
SmartFolio is the most powerful asset allocation software aimed at all types of investors and investment professionals. It contains state-of-the-art portfolio optimization and risk management techniques, based on latest achievements in portfolio theory. The software combines highly advanced and innovative ...
June 30th 2008 Trialware  5 stars 12,094k
Related Scripts
Excel Templates and Add-ins
Excel Templates and Add-ins is Windows compatible. The following is a list of recommended third party Excel add-ins for financial analysis, business operations, and Excel productivity selected from a range of high quality vendors. All Excel add-ins can be purchased ...
November 27th 2005 Commercial     
Stock Portfolio Management System
Stock Portfolio Management System is a financial tool designed for stock personals to make easy navigations of stocks and shares. Users are registered through emails that contains registration details. After registration users can login into the respective websites and can ...
December 10th 2005 Freeware     
freeletter bank
Letter and email templates online management system for shared user environement. Mutliple users and languages support / Doc, txt, pdf formats supported
November 22nd 2005 Commercial     
Templates Management
The Templates Management is a script written using PHP programming allowing you to manage templates and sell them. The system uses MySQL Access database. It comes with lots of features for administrators as well as users. The major features include ...
December 12th 2005 Commercial     
Web Templates Management Version 1.3
Web Templates management System allows you to start your own Web design business in no time by providing you with an impressive list of features. You can sell individual templates (exclusive or recurring sale) or offer free download to registered ...
December 10th 2005 Commercial     
13amp SparkPlug Content Management System
SparkPlug CMS 4.2 is a full-featured browser-based Web site content management system that runs on Macromedia Coldfusion. SparkPlug lets you power complex, dynamic Web sites, portals or intranets, easier, quicker and more intuitively than on any other CMS.SparkPlug CMS is ...
November 23rd 2005 Commercial     
Adaptive Authentication&Password protection&Membership management
Software combines three tools ? visual directories password protection regardless of their content, member management, total user access management,- supports manual (administrative) and automated (online) regimes. Self-installation, self-settings, no programming skills, no authentication knowledge are required ? take and launch ...
November 30th 2005 Commercial     
Auction Creation and Management Tools
Auction Creation and Management Tools assists the webmasters to manipulate their auction module dynamically. Any number of auction listings can be generated in lesser time. Images are hosted unlimitedly for each auction. Hit counters shows the stats in real time. ...
December 7th 2005 Commercial     
Auto Content Management
csPublisher is the powerful, user-friendly, browser-based web site editor that enables any non-technical user to create, edit and manage an entire website with very little effort. Powerful file management capabilities allow you to preview files, create new files, edit existing ...
December 16th 2005 Commercial     
Benruth's Content Management System
Benruth's Content Management System is a PHP based CMS desgnined with a sole idea of enabling handicapes to surf through the websites. Obviously this CMS is also completely template driven with all essential basic programming functionalities of an active website. ...
December 11th 2005 Freeware     
Related Code
Database Web Explorer 3.00
If you need access to your databases through the Internet and don't know how to make it we offer you the complete solution. Our software Database Web Explorer is a database-management tool that lets you easily and quickly Web-enable any ...
February 4th 2006     320k
Database Tour Pro 5.0.6.644
Universal database tool with report builder. Tested on Paradox, dBase, FoxPro, ASCII, Lotus, HTML, InterBase, Oracle, SQL Server, MS Access, MS Excel. Main features are: -Viewing, editing and printing data. -Automatically created reports and convenient report builder (with templates, expressions, ...
February 5th 2006     1,745k
FlexGrid control items to an Excel workbook
Sample code which demonstrates how to copy items from a FlexGrid control to an Excel workbook.
September 18th 2006     2k
AutoCAD VBA with Excel VBA and Word VBA
Application created for AutoCAD 14, 2000 2002. You would be able to draw in AutoCAD: Arcs, Lines, Clouds, Lines, Polyliess, rectangles and text, in a taylored way and be able to send info to Excel and retrieve it and send ...
March 17th 2007     139k
Microsoft Excel Scientific Calculator
This is the Excel Version of the AutoCAD Scientific Calculator that I wrote and posted on this Website. I am posting the program in its original source code format. You may attach/assign a toolbar to this program and compile in ...
November 6th 2007     428k
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