Download software tagged by financial planner

ReportGuru Lite is a lightweight yet powerful tool to help brighten your financial future

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.

ReportGuru Lite is a lightweight yet powerful tool to help brighten your financial future

CalcSupreme, an RPN calculator emulation and much more, encompasses a wide range of fundamental and sophisticated basic, financial, math/science, and logic operations, accessible respectively via 4 different screens

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation

Convert MS Excel spreadsheet into good-looking calculating web page. No plugins. No programming needed. Supports 180 Excel-functions. Use it for expense report, survey, order form, application, financial advisor, ROI. Live line, bar, pie charts!

The Portfolio Performance Monitoring model enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. Amount and timing of investment and divestment transactions are taken into account in performance calculations.

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation

The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk. Results display action required and probability analysis through Monte Carlo simulation