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    Portfolio Management

NOTE: The "# of Downloads" column below reflects the number of times a particular download has been accessed in the past 3 months.
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File Name Date Added System # of Downloads
Investment Account Manager
Comprehensive portfolio management tool
File Size: 99 MB
08/21/13  PC  61 

Portfolio Optimization
Find efficient portfolios for stocks and mutual funds in the AAII databases.
File Size: 3.1MB
03/05/13  32-bit or 64-bit PCs  164 

Asset Location Model

File Size:
02/25/13  PC  59 

Personal Stock Monitor Gold
An online investment-tracking application.
File Size: 9.52MB
02/22/13  PC  73 

Amateur Invest
Manage money, stocks and portfolio investments.
File Size: 2.59MB
05/06/11  128MB RAM, 20MB free disk space, Windows operating system  66 

Fundwatch
Analyze funds, stocks, ETFs, options, indexes and more with Fundwatch
File Size: 3.8MB
11/01/10  PC  86 

XLQ
Access historical, live and intraday stock data for use in over 300 formulas. Includes an Excel interface for AAII’s Stock Investor Pro.
File Size: 4.3MB
01/01/10  PC  53 

Fund Manager
Monitor your investments.
File Size: 1.92 MB
03/25/09  PC  34 

QuoteTracker
Track your portfolio movements with QuoteTracker
File Size: 8.34MB
12/17/08  PC  20 

ToolKit
Analyze stocks with Toolkit 6
File Size: 30MB
12/09/08  PC  34 

Stock Sector Monitor
Monitor and track stock market sector performance
File Size: 805K
10/20/08  PC  33 

MyGains
Track capital gains and cost basis of investments
File Size: 4.41MB
04/01/08  PC  43 

Tax Assistant for Excel
Tax preparation assistance.
File Size: 3.47M
01/18/07  PC  19 

Personal Portfolio Manager
Manage and analyze your portfolio
File Size: 1.25M
12/19/06  PC  35 

Portfolio Optimization Model
The Portfolio Optimization model calculates the optimal capital weightings for a basket of financial investments that gives the highest return for the least risk.
File Size: 0.11M
05/05/06  PC   41 

Investors Calculator
Provides comprehensive results for frequently used financial calculations.
File Size: 2.03M
04/18/02  PC  99 

Value Averaging Spreadsheet (Windows)
Develop a periodic investing strategy.
File Size: 39.0K
07/18/01  PC  35 

Value Averaging Spreadsheet (Mac)
Develop a periodic investing strategy.
File Size: 145K
07/18/01  PC  34 

Portfolio Diversification Spreadsheet
Portfolio Diversification Spreadsheet in Word 2000 format
File Size: 99.5K
05/07/01  PC  130 

Portfolio Management (Mac)
Portfolio management spreadsheet.
File Size: 27.4K
08/10/00  Mac  35 

Portfolio Management (Windows)
Portfolio management spreadsheet.
File Size: 0.05M
03/01/00  PC   68