Research Links

Software: Personal Finance


  • Captool Portfolio Management Software Maintain complete records of all portfolio transactions, periodically value your portfolios, track investment cost basis, compute investment performance, and generate reports and graphs.

  • fnCentral.com Free web based personal finance manager. Think of it as a web based MS Money or Quicken with features like, investment tracking, expense manager, budget, portfolio, CPA consulting, tax and more.

  • Fund Manager Award winning portfolio management software for the individual investor. Fund Manager is distributed as shareware.

  • Investor's Software Inc. Online catalog of investor's software. They have it all.

  • Market Watcher Portfolio management software for internet investors.

  • Parsons Software Money management program that tracks and reports income and expenses for your home or business.

  • Portfolio Logic Getting prices from the internet is only the beginning. Learn how Portfolio Logic can make you a better investor with truly unique portfolio management features. Unlimited holdings, accounts, portfolios, multiple cash accounts, brokerage accounts.

  • Quicken Investment tracking, banking and bill paying.

  • Torrid Technologies Retirement planning software, "Retirement Planner" has a retirement calculator to calculate financial plans and retirement savings. Software created for planning with 401(k) plans.

  • Wealth Management Solutions Wealth management software for financial planning and portfolio tracking.

  • Tradeworks Software Financial tools for traders, including QCollector the historical data downloader for Quote.com.

  • Tradex Software package for the Macintosh that analyses stock market data using the techniques of technical analysis.

  • TradingSolutions Financial analysis and investment software that combines traditional technical indicators with state-of-the-art neural network and genetic algorithm technologies to create remarkably effective trading models for stocks, options and futures.

  • TradeView Ultimate realtime internet trading tool.

  • Ultra Financial Systems Developer of stock market timing products, including the Ultra Market Advisor 4 for Windows which contains 47 of the best stock market timing systems available. Includes a database starting in 1942 for historical testing.

  • ValueSheet An Excel template which takes three to ten years of financial statement data and gives you the answers you need to make an intelligent decision to buy or sell a stock at the market price.

  • Valuesoft Investment System Stock market software and information based on the methods of Warren Buffett to help you find great companies that make money year after year.

  • VectorVest VectorVest is the only service that combines the insight of fundamental valuation with the power of technical analysis. Analyzes and ranks over 6000 stocks each day for Value, Safety and Timing. Gives Buy, Sell, Hold recommendations and a Stop-Price on each stock, every day.

  • VE Institutional Designed to increase the performance of investment managers and investment advisors in their equity selection. Our modeling is based on the research of founder and Yale School of Management Professor Zhiwu Chen.

  • Wall Street Software Investment software for beginners and professionals. Discounts on popular technical analysis, portfolio management and market timing programs. Get Metastock for $299, with lots of freebies... only from WSS.