Featured Download | AAII: The American Association of Individual Investors

Articles belonging to ‘Download of the Week’

XLQ Update 4.8

Saturday, March 23, 2013 by CI Staff
XLQ is a download we have reviewed in the past that delivers free live, intraday and historical worldwide stock market data from the Internet directly to your computer.

StocksAloud

Saturday, March 16, 2013 by CI Staff
StocksAloud is a program that tracks stocks and indexes and can read updates aloud.

AceMoney Lite

Saturday, March 9, 2013 by CI Staff
AceMoney Lite is a free download that allows users to organize and track spending, get bill payment alerts and even track investment performance.

Weekly Budget

Saturday, March 2, 2013 by CI Staff
Weekly Budget is a set of customizable personal finance Excel spreadsheets that help you attain your financial goals.

Personal Stock Monitor Gold 9.3.6

Saturday, February 23, 2013 by CI Staff
Personal Stock Monitor Gold 9.3.6 is a financial download that allows investors to monitor their stocks and trade from home.

TradeTrakker 2.93

Saturday, February 16, 2013 by CI Staff
TradeTrakker is a user-friendly program for managing your portfolio.

Workflow Designer

Saturday, February 9, 2013 by AAII Staff
Workflow Designer is a professional tool for creating and mapping workflow procedure charts.

SimpleD Budget

Saturday, February 2, 2013 by CI Staff
SimpleD Budget is a personal finance application that helps users track expenses and budget their income accordingly.

Microsoft Compatibility Pack

Saturday, January 26, 2013 by CI Staff
This Microsoft Compatibility Pack allows you to continue using older versions of Microsoft Office programs, but still be able to open, edit and save files that were created in new Word, Excel and PowerPoint formats.

Evernote

Saturday, January 19, 2013 by CI Staff
Evernote makes it easy to remember important details and capture information on a daily basis. A user can unclog his memory by using Evernote to create to-do lists, make notes, clip entire Web pages, manage passwords and record audio.

VueMinder Lite

Saturday, January 12, 2013 by CI Staff
VueMinder Lite is a thorough Windows calendar application that can set desktop reminders, overlay multiple calendars and subscribe to Web calendars.

SlimCleaner 4.0

Saturday, January 5, 2013 by CI Staff
SlimCleaner 4.0 is a free download that cleans, optimizes, repairs and updates your PC based on the latest threats and issues.

Vertex 42 Debt Reduction Calculator

Saturday, December 22, 2012 by CI Staff
The Debt Reduction Calculator is a Microsoft Excel spreadsheet that helps you plan how to reduce credit card debt, auto loans, student loans and other debts.

Desktop Ticker

Saturday, December 15, 2012 by CI Staff
Desktop Ticker is a simple and efficient tool for investors, allowing you to have a scrolling news feed and stock updates that you can place anywhere on your computer screen.

CoolTick Stock Ticker 8.62

Saturday, December 8, 2012 by CI Staff
The CoolTick Stock Ticker is a simple, scrolling stock market ticker for Windows-based PCs. This user-friendly download displays the current prices of your chosen stocks right on your desktop.

Vertex42 Money Manager

Saturday, December 1, 2012 by CI Staff
The Vertex42 Money Manager is an Excel spreadsheet that helps to manage personal financial planning. This free template provides pre-configured formulas to record, budget and plan your finances all in one organized format.

Glary Utilities

Saturday, November 17, 2012 by CI Staff
Glarysoft’s Glary Utilities is a free all-in-one Windows PC cleaner that offers more than 20 tools to maximize a computer’s performance and speed.

Wolfram Mathematica 8

Saturday, November 10, 2012 by CI Staff
Wolfram's Mathematica 8 can handle everything from the most complex algorithms to programming and development, as well as interactive presentations.

CCleaner 3.24

Saturday, November 3, 2012 by CI Staff
CCleaner is a free and effective program for ridding your PC of unused and unwanted files that slow it down.

Apache OpenOffice 3

Saturday, October 27, 2012 by CI Staff
Apache OpenOffice is one program with everything from a word processor to database management.

AVG AntiVirus 2013

Saturday, October 20, 2012 by CI Staff
AVG AntiVirus 2013 is one of the largest players in the security software market, and delivers some of the best anti-virus products out there.

Stock Valuation and Analysis Spreadsheet

Saturday, October 13, 2012 by CI Staff
SmartStockResearch.com developed a free and easy-to-use stock valuation and analysis spreadsheet, which takes a company’s financial statements and restates them in an easy-to-understand format.

Fences 1.01

Saturday, October 6, 2012 by CI Staff
Fences is an easy-to-use and inexpensive program that helps individuals organize their desktop using a variety of customizable options.

MCRetire 1.2

Saturday, September 29, 2012 by CI Staff
MCRetire is a Monte Carlo simulation program by Efficient Solutions Inc. that helps users determine if they have adequate assets to meet their retirement needs.

KeePass Password Safe 2.20

Saturday, September 22, 2012 by CI Staff
KeePass Password Safe is a Windows program that stores and encrypts a user’s passwords so that he does not have to face the hassle of remembering multiple passwords or the risk of using the same password on multiple accounts.

StockShareV2

Saturday, September 15, 2012 by CI Staff
StockShareV2 is an excellent end-of-day (EOD) stock charting application that runs on the Windows operating system.

Revo Uninstaller Pro

Saturday, September 8, 2012 by CI Staff
Revo Uninstaller is an easy-to-use and thorough application for uninstalling programs and removing any leftover files.

BankTree Personal Finance

Saturday, September 1, 2012 by CI Staff
BankTree is a rather comprehensive personal finance management program that helps individuals monitor their financial situations and budget for the future.

Moo0 Magnifier

Saturday, August 25, 2012 by CI Staff
Moo0 Magnifier is a free and easy to use program that magnifies the content on a users screen to make it easier to read.

SmartFolio

Saturday, August 18, 2012 by CI Staff
SmartFolio is a sophisticated asset allocation program that individual investors and professionals alike will find helpful when diversifying, optimizing and managing a portfolio.

FCharts Pro

Saturday, August 11, 2012 by CI Staff
FCharts Pro is a stock charting, screening and trade testing program that runs on the Windows operating system.

ProTA 3.23

Saturday, August 4, 2012 by CI Staff
ProTA is a stock, mutual fund and derivative charting, analyzing and tracking program developed exclusively for Macintosh.

Ashkon Stock Watch 5.2.2

Saturday, July 28, 2012 by CI Staff
Ashkon Stock Watch is a convenient charting program that provides users with access to EOD (end of day) quotes from a database of over 20,000 securities listed on the NYSE, NASDAQ and Amex.

Internet Quotes Assistant

Saturday, July 21, 2012 by CI Staff
Internet Quotes Assistant (IQA) is a basic, yet useful program that helps users keep track of their investment portfolios.

EzBacktest 1.5.3

Saturday, July 14, 2012 by CI Staff
EzBacktest is a free backtesting program that shows investors the importance of diversification and helps them optimize their portfolio 's asset allocation for a desired risk and return.

iFinance 3.3.9

Saturday, July 7, 2012 by CI Staff
iFinance is a Mac program that helps users create and maintain a budget, record transactions and monitor their stock positions.

Stock Predictor

Saturday, June 30, 2012 by CI Staff
Stock Predictor is a stock charting and investment strategy backtesting program geared for technical analysts.

TraderStar 1.1

Saturday, June 23, 2012 by CI Staff
TraderStar is a comprehensive technical analysis program designed for any investor.

QuoteTracker 3.9.8 Update

Saturday, June 16, 2012 by CI Staff
QuoteTracker is a comprehensive portfolio and individual investment tracking, charting, research, and analysis program that runs on Windows. The program does not provide data, but instead allows users to access a variety of data sources, like their brokers.

Portfolio Mobile

Saturday, June 9, 2012 by CI Staff
Portfolio Mobile is a nifty Mac program that helps users monitor their portfolios, keep an eye on the markets, stay up-to-date on the news, and research potential investments through technical charting and watchlists.

Trade-Ideas Pro 3.2.10

Saturday, June 2, 2012 by CI Staff
Trade-Ideas Pro is a powerful real-time stock scanner that can be accessed via browser or downloaded onto a Windows PC.

Equity Evaluator 6.5.0

Saturday, May 26, 2012 by CI Staff
Equity Evaluator is an affordable, Windows-based stock analysis program developed by Net Equities LLC.

myINFOSAFE

Saturday, May 19, 2012 by CI Staff
myINFOSAFE is a secure digital vault that will store and help organize all of a user’s personal information and that of their family.

Stock Rover

Saturday, May 12, 2012 by CI Staff
Stock Rover is an online equity research platform designed for individual investors, by individual investors (who are also software engineers).

Stock Tickers

Saturday, May 5, 2012 by CI Staff
Stock tickers are perhaps the most identifiable icons in the trading world. From investing television shows to Wall Street trade rooms, stock ticker feeds are commonplace.

Eye in the Sky

Saturday, April 28, 2012 by CI Staff
Eye in the Sky is a trade planning platform that provides a multitude of features, from screening and analysis to ratings and insider trading.

RssReader

Saturday, April 21, 2012 by CI Staff
RssReader is a program that allows users to view, in one dedicated location, all of the RSS feeds they are subscribed to—without cluttering other programs such as Microsoft Outlook.

Chaikin Power Tools

Saturday, April 14, 2012 by CI Staff
Chaikin Stock Research LLC offers a desktop and mobile application, Chaikin Power Tools, which provides users with an easy way to access and understand investment information.

StockMarketEye 2.9.4

Saturday, April 7, 2012 by CI Staff
StockMarketEye is a program that allows users to track and monitor all of their investments in one convenient place.

Best-Charts

Saturday, March 31, 2012 by CI Staff
Best-Charts from Stock-Anal is a free program that offers a multitude of stock data and analysis features, such as technical analysis, intraday chart analysis, and optimal buy and sell signals.

Auto Refresh

Saturday, March 24, 2012 by CI Staff
Auto Refreshers are useful programs for individuals who find themselves repeatedly clicking the refresh button for non-real-time websites to get the latest quotes, news, feeds, and other content.

Adarian Money 5.3

Saturday, March 17, 2012 by CI Staff
Adarian Money is a personal finance software that supports a number of reports and charts showing your complete financial status.

Financial Advisor

Saturday, March 10, 2012 by CI Staff
Financial Advisor is a program that offers a collection of useful financial tools and calculators. The tools that are available allow users to calculate and analyze their mortgage payments and plan for retirement.

Just Checking

Saturday, March 3, 2012 by CI Staff
Just Checking is an easy-to-use program that is designed to help you manage checking accounts. The interface resembles that of a checkbook so learning the program should be pain-free.

Fund Manager 11.8

Saturday, February 25, 2012 by CI Staff
Fund Manager helps investors monitor and analyze their stocks, mutual funds and other investments with graphs and reports. Fund Manager includes features such as price and transaction importing as well as single-button price updates from the Internet.

Loan Calc

Saturday, February 18, 2012 by CI Staff
Loan Calc is a simple tool designed to help you calculate loan repayment amounts. The program generates a full repayment list from a start date and allows you to select both period and how interest is compounded.

Stock Sector Monitor

Saturday, February 11, 2012 by CI Staff
View the best- and worst-performing stock sectors. Stock Sector Monitor is a stock quotes monitoring software that allows you to instantly track over 200 stock industry sector groups and over 7,000 public companies online.

Stock Fundamental Data Download

Saturday, February 4, 2012 by CI Staff
Stock Fundamental Data Download is a small, but useful program that allows users to download a variety of fundamental data points from the Web.

Real Estate Calculator Suite

Saturday, January 28, 2012 by CI Staff
The 16 real estate and financial calculators in Real Estate Calculator Suite give you the ability to play with your own numbers as you consider a real estate purchase.

Snowmint Budget

Saturday, January 21, 2012 by CI Staff
Recently, Computerized Investing subscribers have been requesting that we cover more Mac-based programs. With that in mind, this week we review Snowmint Budget, a personal financial management software program designed to help you track your various accounts.

Personal Stock Monitor Gold

Saturday, January 14, 2012 by CI Staff
Personal Stock Monitor (PSM) Gold supports three different stock market data services for delayed or real-time streaming data: Yahoo!, TD Ameritrade, and DTN IQFeed. For free, delayed U.S. equity and options data, Canadian equity data, and international stock exchange quotations, PSM Gold supports Yahoo! Finance.

Investment Risk Analyzer

Saturday, January 7, 2012 by CI Staff
Investment Risk Analyzer runs directly in Microsoft Excel. As the name implies, the program allows you to evaluate your investments and see how your portfolio is allocated among stocks, bonds and treasury securities.

Fund Manager 11.4

Saturday, December 24, 2011 by CI Staff
Fund Manager helps investors monitor and analyze their stocks, mutual funds and other investments via graphs and reports. Fund Manager includes features such as price and transaction importing, as well as single-button price updates from the Internet.

Flair Finance

Saturday, December 17, 2011 by CI Staff
Flair Finance is a personal financial management program with an intuitive user interface that can assist you in tracking your income and expenses.

XLQ

Saturday, December 10, 2011 by CI Staff
XLQ delivers free live, intraday and historical worldwide stock market data. Data can be used in XLQ, xlqCompanion, MS Excel and other programs, or with programming languages through a COM interface from Yahoo! and MSN.

Family Budget Planner

Saturday, December 3, 2011 by CI Staff
Family Budget Planner is an Excel spreadsheet aimed at helping you create a yearly family budget.

Stock Quotes Pro

Saturday, November 19, 2011 by AAII Staff
AAII’s Download Library includes a small program named Stock Quotes Pro that is able to retrieve historical quotes and export the data in ASCII format. Historical price quotes can be downloaded for up to 1,000 symbols at a time.

Rylstim Budget

Saturday, November 12, 2011 by CI Staff
Rylstim Budget is a calendar-based personal finance program designed to enable users to intuitively track their income and spending habits. Budget planning is also an integral part of the program, and with Rylstim Budget, the process is fairly painless.

Buffett Valuation Spreadsheet

Saturday, November 5, 2011 by CI Staff
The Buffett Valuation Spreadsheet is a stock valuation spreadsheet designed to perform stock analysis on individual firms using the techniques of Warren Buffett as outlined in the book “Buffettology” (Rawson & Associates, 1997).

TickInvest Free Edition

Saturday, October 29, 2011 by CI Staff
TickInvest is a stock charting and technical analysis software that provides both real-time and end-of-day charts. Twenty-nine built-in indicators are available, as well as drawing tools to help you keep track of support and resistance lines. The program also comes with backtesting and screening capabilities.

Stock Screening Articles

Saturday, October 22, 2011 by CI Staff
AAII’s Download Library contains a collection of articles detailing how to build stock screens. These articles explain the basics of stock screens and how they can be used to help you with your investment endeavors.

MultiCharts DT

Saturday, October 15, 2011 by CI Staff
MultiCharts DT is a technical analysis software program designed to assist users in entering and exiting markets at opportunistic times.

AAII’s Ratio Analysis Spreadsheet

Saturday, October 8, 2011 by CI Staff
AAII’s Computerized Investing Ratio Analysis Spreadsheet allows users to calculate a common-size balance sheet, common-size income statement, and useful asset management, profitability, liquidity, debt management and market ratios.

Budget Calendar

Saturday, October 1, 2011 by CI Staff
Budget Calendar is an easy-to-use program designed to help you keep track of your budget using a simple and intuitive calendar design. The program allows you to quickly detail your budget and see your financial shortfalls on a daily and monthly basis.

ChartSmart

Saturday, September 24, 2011 by CI Staff
ChartSmart is a useful program that combines both technical and fundamental analysis.

iCash

Saturday, September 17, 2011 by CI Staff
iCash is a personal finance manager that runs on both Windows and Macintosh systems. The program is very user-friendly and its website provides a detailed help guide. iCash keeps track of all your income, expenses and bank accounts, enabling you to monitor how money comes and goes.

Personal Portfolio Manager 7

Saturday, September 10, 2011 by CI Staff
The program provides investment management capabilities for retirement planning, college planning and brokerage accounts and allows you to create what-if scenarios.

Stock Sector Monitor

Saturday, September 3, 2011 by CI Staff
Stock Sector Monitor is a desktop program designed to help you monitor stock investments. The program lists over 7,000 stocks separated into over 200 industries and sub-industries.

Real Estate Calculator Suite

Saturday, August 27, 2011 by CI Staff
Real Estate Calculator Suite is a collection of real estate calculators designed to help users better estimate the financial details relating to buying or selling a home or property. The program was first loaded to the Download Library in August of 2008, and the current version has been updated.

LiteStock

Saturday, August 20, 2011 by CI Staff
The recent market volatility has many investors checking their investment portfolios often. Although most individual investors are not traders, it is still prudent to keep an eye on the fluctuations of your personal stock holdings. LiteStock is a simple program designed solely to help you keep track of stocks of interest by listing price, percent change and volume.

J&L Financial Planner

Saturday, August 13, 2011 by CI Staff
J&L Financial Planner was first added to the download library in July of 2006. The current version has been updated and works for all Windows operating systems, including Windows 7 Ultimate.

DownloaderXL and Analyzer XL

Saturday, August 6, 2011 by CI Staff
Recently, we have heard from several members who mentioned a need for historical stock quotes. Although quotes can be obtained on Yahoo! Finance, the website does not provide an easy way to sort the quotes if you were looking for, as an example, yearly highs and lows. DownloaderXL solves this problem by allowing users to download historical quotes directly into Microsoft Excel. To take it one step further, AnalyzerXL allows users to perform technical analysis on the figures, as well.

Retirement Savings Planner 2011

Saturday, July 30, 2011 by CI Staff
Retirement Savings Planner assists you in saving for retirement by taking into account income from Social Security, pensions, defined benefit plans, and other cash inflows, as well as your retirement savings and assets. The 2008 version of Retirement Savings Planner was uploaded to the download library in April of 2008, but the program has been updated several times since then.

FX Accucharts

Saturday, July 23, 2011 by CI Staff
FX Accucharts is a charting program designed to help traders with technical analysis of foreign currency. The program provides up-to-the-minute quotes on all the major currency pairs. FX Global, the parent company of FX Accucharts, also offers GTS Pro, a trading platform that is compatible with FX Accucharts, allowing users to make trades directly from the charts.

MyGains

Saturday, July 16, 2011 by CI Staff
MyGains is a program that automatically downloads trades from a number of online brokerages and calculates capital gains based on downloaded brokerage figures.

You Need a Budget (YNAB)

Saturday, July 9, 2011 by CI Staff
You Need a Budget (YNAB) is a well-reviewed financial budgeting software and one of the best that we've covered in Computerized Investing. The layout is extremely clean and user-friendly, and the tutorials ensure that users will not feel lost, even when first starting the program. In addition, the software works on Windows, Mac and Linux computer systems. The YNAB website allows you to download Adobe AIR for free, which you will need in order to run the program.

Dream Calculator

Saturday, July 2, 2011 by CI Staff
Dream Calculator is a financial spreadsheet created by Perfico Inc., a nonprofit company specializing in low-cost personal financial planning tools. Dream Calculator was first added to the Download Library in August of 2005. The program is particularly useful for investors who want financial planning help but who want to avoid larger, more sophisticated programs that may take some time to learn.

XeCheck

Saturday, June 25, 2011 by CI Staff
XeCheck is a powerful personal financial management software that is able to download bank transactions from over 6,000 U.S. and international banks, credit unions and credit cards. It will take some time to familiarize yourself with the wealth of features offered by this program, but getting started is very simple.

Value Averaging Spreadsheet

Saturday, June 18, 2011 by CI Staff
The Value Averaging Spreadsheet is another useful spreadsheet developed by AAII. Long-term investors are warned not to try to “time the market,” but investors will inevitably worry about entering the market at the top or exiting at the bottom. This spreadsheet was built to help individual investors reduce their timing risk.

Investors Calculator

Saturday, June 4, 2011 by CI Staff
The Investors Calculator by Odlum Software was first added to AAII’s Download Library in April of 2002. The program was designed to help investors with common investment calculations, and it includes a simple portfolio management section. The calculator is still very useful, but there are many more advanced portfolio management systems available now.

Home Bookkeeping

Saturday, May 28, 2011 by CI Staff
Home Bookkeeping is a personal financial management program designed to help you keep track of your routine income and expenses. The software allows for multiple users in the same file and analysis, which is particularly useful for people who keep their finances separate but would like an overview of their spending as a whole.

Computerized Investing Retirement Spending Spreadsheet

Saturday, May 21, 2011 by CI Staff
The Computerized Investing Retirement Spending spreadsheet is a simple and easy-to-use spreadsheet that allows you to enter several basic assumptions.

Business Valuation Model for Excel

Saturday, May 14, 2011 by CI Staff
The Business Valuation Model, created by the Bizpep Group, is designed to provide an efficient and effective means of assessing the value of a business.

Amateur Invest

Saturday, May 7, 2011 by CI Staff
Amateur Invest is a personal financial management software that allows users to keep track of each of their bank accounts separately and update deposits and withdrawals to track their cash flow.

Simple Home Money Management

Saturday, April 30, 2011 by CI Staff
Simple Home Money Management is a financial management software that helps you track your income, expenses and investments and meet your personal financial goals.

CommonCents

April 2011 by CI Staff
CommonCents is a personal financial management tool designed to help you budget your expenses using the traditional “enveloping” method.

ChartNexus

March 2011 by CI Staff
ChartNexus is a powerful stock charting software that offers a high level of sophistication.

Account Xpress 3.8

February 2011 by CI Staff

MarketBrowser

January 2011 by CI Staff
MarketBrowser is a stock charting program that enables users to perform their own technical analysis. The free version provides windows for twelve separate charts and offers numerous technical indicators. However, the prices are displayed at a twenty-minute delay.