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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
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  173 

Portfolio Diversification Spreadsheet
Portfolio Diversification Spreadsheet in Word 2000 format
File Size: 99.5K
05/07/01  PC  120 

Fundwatch
Analyze funds, stocks, ETFs, options, indexes and more with Fundwatch
File Size: 3.8MB
11/01/10  PC  84 

Investors Calculator
Provides comprehensive results for frequently used financial calculations.
File Size: 2.03M
04/18/02  PC  81 

Portfolio Management (Windows)
Portfolio management spreadsheet.
File Size: 0.05M
03/01/00  PC   66 

Personal Stock Monitor Gold
An online investment-tracking application.
File Size: 9.52MB
02/22/13  PC  56 

Asset Location Model

File Size:
02/25/13  PC  50 

Amateur Invest
Manage money, stocks and portfolio investments.
File Size: 2.59MB
05/06/11  128MB RAM, 20MB free disk space, Windows operating system  48 

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  43 

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   42 

Investment Account Manager
Comprehensive portfolio management tool
File Size: 99 MB
08/21/13  PC  39 

Portfolio Management (Mac)
Portfolio management spreadsheet.
File Size: 27.4K
08/10/00  Mac  33 

MyGains
Track capital gains and cost basis of investments
File Size: 4.41MB
04/01/08  PC  33 

Value Averaging Spreadsheet (Windows)
Develop a periodic investing strategy.
File Size: 39.0K
07/18/01  PC  29 

Personal Portfolio Manager
Manage and analyze your portfolio
File Size: 1.25M
12/19/06  PC  27 

Fund Manager
Monitor your investments.
File Size: 1.92 MB
03/25/09  PC  27 

ToolKit
Analyze stocks with Toolkit 6
File Size: 30MB
12/09/08  PC  27 

Stock Sector Monitor
Monitor and track stock market sector performance
File Size: 805K
10/20/08  PC  25 

Value Averaging Spreadsheet (Mac)
Develop a periodic investing strategy.
File Size: 145K
07/18/01  PC  24 

QuoteTracker
Track your portfolio movements with QuoteTracker
File Size: 8.34MB
12/17/08  PC  13 

Tax Assistant for Excel
Tax preparation assistance.
File Size: 3.47M
01/18/07  PC  11