Portfolio Management Software for Individuals

by Karma on July 21, 2010

Apart from those mentioned here, many software from Directory of Trade Data Analysis Software also have excellent portfolio design and optimization capabilities.

  1. Wealth-Lab Developer A very good strategy testing and optimizing engine
  2. Palisade Integrated set of risk and decision analysis programs
  3. High Growth Stock Equities selection and performance monitor
  4. GreenSherpa Complete personal finance management
  5. Hoadley Excellent portfolio design and analysis tools
  6. Infiniti Analytics Advanced portfolio construction and analysis tools
  7. Ockham Investment research across the spectrum of financial instruments
  8. XRM Global Associate of Ockham Research
  9. Portfolio Monkey For portfolio risk analysis
  10. Stockalicious For portfolio performance analysis
  11. Zacks For investment research

For Post-trade Analysis

  1. Adaptrade (MSA)
  2. OTrader

For Beginners

  1. Jstock Open source
  2. MProfit
  3. InvestPlus
  4. AceStock http://www.mechcad.net/products/acestock/
  5. BeanCounter http://dirk.eddelbuettel.com/code/beancounter.html

Related article: Directory of Portfolio Analytics Services for Fund Managers

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{ 15 comments… read them below or add one }

Wolfgang July 22, 2010 at 8:18 pm

thank you

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Wetly July 28, 2010 at 1:05 am

wealth management is a big biznes

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unressoms July 28, 2010 at 8:38 am

There are many reasons to consider computer monitoring software. Computer monitoring software will secretly work on a computer (including laptops) in the background without any trace of the software in the system registry. It will not appear in the system tray, the process list, the task manager, desktop, or in the Add/Remove programs. It should not be disrupted by firewalls, spyware or anti virus applications and is completely invisible.
The individual using the computer will not know about the software and will use the computer as they normally would. Even hitting the famous control, alternate, delete buttons will not display or stop the software.

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Zingler October 3, 2010 at 7:11 am

Please list some open source software

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jennifer October 6, 2010 at 5:30 am

Hi I am looking for a job in risk management in Mumbai please send me some information jenniferlne@gmail.com

thanks.

Reply

Greenocean October 8, 2010 at 7:38 am

Hi :) thanks for the list. Helps us know about professional trading :)

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Tom July 29, 2010 at 12:59 am

These are meant only for professional traders.

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Tom July 29, 2010 at 7:15 am

They are mostly expensive for average investors

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Tom July 29, 2010 at 8:29 am

You have created a much useful resource on this site.

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CNA August 5, 2010 at 6:50 am

Great information! I’ve been looking for something like this for a while now. Thanks!

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Jags September 29, 2010 at 5:31 am

except jstock all are pretty expensive :(

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bucie August 9, 2010 at 11:34 pm

Yes, by individuals the author means individual traders

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barrot August 10, 2010 at 4:05 am

Yes, this site is a good window to the professional world.

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Wetly August 10, 2010 at 10:31 am

These software are useful for individual portfolio managers as well.

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cybercrash June 9, 2011 at 6:32 am

You completed several good points there.

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