Excel portfolio manager in Title/Summary

Portfolio Manager

Portfolio Manager is a personal stock portfolio management system with the aim of being a complete stock trading diary. With minimal time and effort you can track which stocks you have bought and sold, along with any associated dividends without the need to continually update a spreadsheet. Includes information on your trading plan such as disaster stops targets, etc.

• Publisher: Rellik Software
• Home page: www.relliksoftware.com
• Last updated: January 26th, 2016

TopShare Portfolio Manager

TopShare is an Australian portfolio management program for Windows computers. The program gives you control over your investment strategy by helping you understand how your portfolio is performing, and ensuring your investment decisions are tax-effective.

• Publisher: Merenito Pty Ltd
• Home page: www.topshare.com.au
• Last updated: January 25th, 2016

BetterInvesting Portfolio Manager

Notable features: Manage single or multiple portfolios. Analyze asset allocation and diversification. Analyze asset allocation and diversification. Create detailed reports summarizing investment holdings. Utilize fundamental ratio analysis tools. Investment Account Manager is nationally recognized as a totally comprehensive.

• Publisher: QUANT IX Software
• Home page: www.biportfoliomanager.com
• Last updated: September 13th, 2010

Excel portfolio manager in Description

IBM Rational Portfolio Manager

IBM Rational® Portfolio Manager software integrates project and portfolio management to help you put your business strategies into practice. Using the Rational Portfolio Manager application, you can align your business priorities, processes and people into one cohesive environment for a comprehensive view of your existing and proposed IT investments.

• Publisher: IBM Corp.
• Home page: www.ibm.com
• Last updated: July 10th, 2008

PortfolioTK

PortfolioTK is a stock portfolio manager that provides both accurate quantitative statistics and advanced charting.

• Publisher: Piatek Software
• Last updated: January 14th, 2010

Excel Duplicate Manager

Excel Duplicate Manager is a powerful MS Excel Add-In. You can remove duplicates in excel easily by using its commands which are specially developed to give you the power of automation. You can remove, format and count duplicate & unique entries in

• Publisher: TechnoCom
• Home page: www.technocomsolutions.com
• Last updated: December 30th, 2013

Excel Invoice Manager

Microsoft Excel provides comprehensive data formatting, calculation, reporting and analysis facilities, so many people use it as an invoice creator. However, Excel is a general-purpose desktop tool, but not specialized to store, organize, and manage large amount of data. Excel Invoice Manager combines the advantages of Excel and back-end databases, and let them do what they are best at: using an Excel template to create, calculate invoices and reports, using a back-end database to store and manage all persistent data like customers, products, invoices and payments. The invoice template included is completely free and can be used standalone to create invoices. This means all calculation is done by the invoice template itself, and all Excel tools are available to you for customizing invoices and reports, such as customizing fonts, colors, terms, even formulas for calculating taxes. Yes, without leaving your familiar Excel, you can create very own professional looking invoices! The Excel Invoice Manager COM add-in connects the template to back-end databases, and greatly improves the way you handle invoices. All invoice data are stored in databases, and indexed and organized for fast searching and reporting. The same is true for all customer, product and payment data. Just within one Fill In The Blank invoice form provided by the invoice template, you can complete all tasks related to invoices, such as creating, searching, editing and removing/voiding customers, products, invoices and payments. By simply clicking a button, the generated invoice/reports will be extracted as a standalone workbook, and you can email it out, do some formatting, or save it to other formats, such as HTML, XML, or even PDF (with appropriate add-in). The possibilities are endless -- Thanks to your powerful Excel!

• Publisher: OFFICE-KIT.COM
• Home page: www.office-kit.com
• Last updated: February 19th, 2013

Personal Stock Monitor

Personal Stock Monitor is a desktop companion for online investors. Use the built-in portfolio manager to automatically track the value of your holdings to show you how the days events are affecting your investments. It pulls quotes and news headlines from popular financial web sites around the world, organizes them into convenient views, and displays them in a scrolling desktop ticker bar.

• Publisher: DTLink Software
• Last updated: December 19th, 2011

Additional Excel portfolio manager selection

Personal Portfolio Manager

PPM eliminates the drudgery of investment record keeping by maintaining records of stock, bond and mutual fund transactions and automatically computing capital gains and losses using your choice of IRS approved accounting methods. PPM also tracks cash accounts, other assets and liabilities along with investment income from interest, dividends, rents, royalties

• Publisher: OWL Software
• Last updated: June 8th, 2012

TagScanner

In order to keep large music collections neatly organized regardless of the format of your music files, you require a comprehensive yet flexible tool like TagScanner. This feature-rich utility comes with all the functions you need to tag your MP3, FLAC, Ogg, WMA, APE, or WAV files (among others) fully, lyrics and cover art included. It searches the most reputed online databases.

• Publisher: Sergey Serkov
• Home page: www.xdlab.ru
• Last updated: November 18th, 2024

Project Manager for Excel

Project Manager for Excel is an application written for Microsoft Excel that simplifies project planning, tracking and management. It provides a method for prioritizing, assigning, dating and tracking all the tasks associated with your various projects.

• Publisher: DJI Computer Solutions
• Home page: www.djicomputer.com
• Last updated: March 5th, 2009

Picture Manager For Excel

Picture Manager for Excel is intuitive and user friendly add-in for Microsoft Excel, designed primarily for business users to assist in easily inserting multiple images (automatically sized to fit cells) into single or multiple Excel spreadsheets at once.

• Publisher: Doality
• Last updated: June 9th, 2016

Handicap Manager for Excel -

It meets all the calculation requirements of the USGA Handicap System for the computation of USGA Handicap Indexes. It can also be used to compute scoring averages, league handicaps and custom handicaps based on parameters that you set. In addition to calculating and tracking golf handicaps, it can also track a number of additional statistics as well as team scores and matches.

• Publisher: DJI Computer Solutions
• Last updated: July 29th, 2020

Morningstar Direct

Morningstar Direct delivers investment vision. It’s a global investment analysis platform that unites all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. The software platform streamlines the process of finding meaning in financial information.

• Publisher: Morningstar
• Home page: corporate.morningstar.com
• Last updated: February 17th, 2012

Octopus MicroFinance Suite

Octopus MicroFinance Suite is a comprehensive MIS solution that supports all aspects of your microfinance operations. The suite enables you to benefit from improved loan, savings portfolio management, interactive client relationship management, integrated accounting and proactive risk management.

• Publisher: Octopus
• Last updated: September 4th, 2012

Chart Geany

Chart Geany is a software solution for market analysis and charting. It comes with 18 technical indicators that assists you in identifying the market’s threats and opportunities. Portfolio manager can be used for multiple portfolios and multiple currencies.

• Publisher: Lucas Tsatiris
• Last updated: September 11th, 2018

Workbook Manager for Microsoft Excel

The Workook Manager for Microsoft Excel can become your irreplaceable assistant in managing Microsoft Excel worksheets. This handy add-in for Microsoft Excel visually organizes all open spreadsheets in a tree-view catalogue so that you can easily navigate between your Microsoft Excel workbooks, drag sheets across workbooks, rename, delete,re-arrange them and insert dozens of worksheets in a click.

• Publisher: Add-in Express Ltd.
• Last updated: April 3rd, 2012

SalesWays Sales Cycle Manager - Windows Edition

Sales Cycle Manager, Windows® Edition features workgroup functionality that allows the sales team to build consistent forecasts and present reliable probability figures. Sales Cycle Manager also features functionality for Sales Managers, who can use the Microsoft Excel®-based Manager Template that extracts data on win-loss ratios, sales by rep, sales by product, and much more.

• Publisher: SalesWays Corporation