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- AH-03: Investment
-
-
- -------------------------
- #1626 Investment Programs Small Programs Disk
- -------------------------
-
- Dalton Mutual Fund Model 2.0 (DALTON)
- Dalton Software Associates
- $5
- is an investment program intended to guide the long-term, conservative
- investor in deciding when to switch money between a stock market mutual fund
- and a money market mutual fund.
-
- Dow890
- Hughes Financial Services
- $0
- contains the daily price and volume history of the Dow Jones Industrial
- Average for 8/89 through 8/90. This data can be plotted and analyzed using the
- Total Investor program and is compatible with Symphony 1.1 and greater and
- Lotus 1-2-3 releases 2.0 and greater. The date, price high, low, close,
- volume, 10 and 30 week moving averages are included.
-
- Qkvalu 1.42
- Crenshaw, David ASP
- $15
- calculates the intrinsic value of commonly traded gold and silver coins and
- bars.
-
- Security Analyst 2.50A (SECURAN)
- Rosenberger, Donald
- $15-$20
- performs fundamental balance sheet analysis for stocks. After you input your
- data from annual reports such as gross sales, net sales, current assets, and
- inventory, the program will compute ratios such as price to earnings, price to
- sales, price to dividend, current ratio and profit margin, and more. Market
- value is displayed in millions, and error checking for files ability to edit
- data.
-
- Stkplot 3.0
- C-Soft
- $10
- will take stock data downloaded from CompuServe or GENIE and plot it to your
- screen.
-
- --------------------------------
- END OF SMALL PROGRAMS DISK #1626
- --------------------------------
-
-
- -------------------
- #3403 Investment #2 Small Programs Disk
- -------------------
-
- EOM 1.00
- Saturn Research
- $80
- calculates and graphs stock price changes relative to the first trading day of
- the month. It demonstrates upward bias and suggests appropriate investment
- techniques. Included are 30 months of data for one major index. Other price data
- can be imported in ASCII format.
-
- Mutual Fund Organizer (MFO)
- Meyer, Rob
- $?
- aids mutual fund investors in handling their portfolios. Features include
- year-end calculation of Capital Gains for income tax purposes, day-to-day
- tracking of portfolio value, organization of portfolio into various types of
- investments, easy switching between funds, and an optional split in IRA
- Portfolio and non-IRA Portfolio. A sample portfolio is included.
-
- Ticker 2.5
- Baiocchi, Aldo
- $0
- is a 50k TSR that you can pop up to find the stock symbol for a company or the
- name of a company for a given stock symbol. This could be very handy at times,
- but not enough to rate giving up 50k of RAM. We have included it because you
- can, instead, load the RECORD file into a file viewer like LIST (disk #1550) or
- even into your word processor and use Text Search to find the same pairings.
-
- Tracking Rate Indicator 1.0 (TRI)
- Hendrickson, Lief M.
- $15
- The program tracks price data for securities and calculates a parameter called
- the tracking rate indicator, or TRI. This value behaves in a manner similar to
- moving averages, weighted averages, and various other methods used to indicate
- the trend of price behavior. In general, when daily price changes oppose the
- indicated trend, the investor is signaled to make a move either into or out of
- the market.
-
- --------------------------------
- END OF SMALL PROGRAMS DISK #3403
- --------------------------------
-
-
- -------------------
- #4048 Investment #3 Small Programs Disk
- -------------------
-
- Econometric Stock Market Forecasting Models (ECON) (11-93 CD)
- DC Econometrics
- $40
- forecasts S&P 500, T bond and T bill interest rates, and inflation. You enter
- monthly data and get econometric predictions for the next year and asset
- allocation calculations that tell you how much of each asset to hold with
- conservative and aggressive strategies. You can play What if games. Historical
- forecasts are provided for 1971 through 1991.
-
- Investment Withdrawal 1.0 (INVEST) (08-93 CD)
- Fishback, Peter L.
- $10
- shows the effect of inflation and taxes on withdrawals from an
- investment fund. You select the percent of income earned to be withdrawn
- and the program will determine the amount which must be withdrawn
- monthly to maintain your purchasing power.
-
- Long vs. Short Term Investment Analyzer (INVANA)
- Leithauser, David
- $25
- helps you decide between committing to a long term investment at a fixed
- interest rate or a short term investment.
-
- P2Q-Con
- Loveall, Peter
- $10
- converts stock quotes from Prodigy to the format required by Quicken 5.0. You
- need to have a printer redirect program to work with this, such as PrinDir on
- disk #195. Quicken for Windows is also supported.
-
- Ticker 2.4 (TICKR)
- Abbey, Leonard
- $0
- creates scripts for automated downloading of up to 100 quotes from CompuServe's
- BASICQUOTE with Procomm. It calculates individual or overall gain or loss as of
- current time.
-
- --------------------------------
- END OF SMALL PROGRAMS DISK #4048
- --------------------------------
-
-
- Bond-Tech's Bond Calculator 1.0 [BONDCALC] (09-93 CD)
- Bond-Tech, Inc.
- $52
- #12442
- computes statistics for notes, bonds, money markets, odd coupons, and more.
- Computations include price, yield, yield equivalents, modified duration,
- convexity, horizon returns, dollar extensions, and more.
-
-
- CoINFil 1.3nt
- Rosack, Ed P.
- $35
- #4492
- is a COmparative Investment aNalysis with FILtered data. This analysis program
- predicts trends of an investment's total yield based on past price data and
- dividends.
-
- Fourier transform is used, based on frequency analysis and backtesting to remove
- noisy data from sample prices. Smoothed data predicts an investment's yield
- within a group. The highest yielding investment is recommended. Backtesting
- derives program parameters, and results of the program's strategy are compared
- to a buy-and-hold approach. Requires 512K RAM.
-
-
- DowCAST
- UltraVision
- $25
- #4561
- forecasts the closing of Dow Jones Industrials, S&P 500, T-Bills, silver, and
- Japanese Yen. It predicts closing values for one day, a week, a month or one
- trading year. The program includes charting, forecasting, inference engine
- with rule base, investment advice and investment tracking modules.
-
-
- Capital Gainz 3.2 (10-93 CD)
- Cohen, David Lee ASP
- $33
- #27550 [3 disks]
- is an investment tracking program for the small investor who accumulates
- shares in Mutual Funds and Dividend Reinvestment Plans over a period of time.
- It lets you determine a security's total return for a given period of time;
- easily sell a number of shares that were gained over time; sell shares using
- an assortment of methods such as last-in/last-out, maximize gains/minimize
- losses, and average price (Mutual Funds only); see the results of a specific
- sale and of selling a number of shares using different selling procedures
- without committing the transaction. It accounts for Money Market funds and
- offers portfolio and broker options, and allows up to 999,999,999 shares.
-
- Other features include a price history table which flags highs and lows and
- displays distributions and average price; an allocation display and report
- which breaks down your portfolio by amount per security type; Schedule B and D
- reports, similar to tax forms; the ability to subtotal a portfolio report by
- broker/investment company; support for up to 999 portfolios; a Price Type
- Lookup Table; and much more. Requires 512K and a hard disk.
-
-
- ChartPro
- Rettger, David W.
- $15-$25
- #27200/2435
- creates daily, High-Low-Close, bar charts of various investment vehicles using
- high resolution, color EGA graphics. Other analysis charts include simple moving
- averages, exponential moving averages, displaced moving averages, parabolic
- time/price study, on-balance volume, relative strength, and momentum
- calculations. A data-entry module makes it easy to input the raw data and save
- it to disk.
-
-
- PC-Stock
- Overton, Charles
- $?
- #27200/144
- is a general purpose stock trend analysis program. It was developed with ease
- of use and graphic presentation of data as the primary objectives. PC-STOCK is
- entirely menu driven, making it very easy for the occasional user as well as
- the professional user to enter, modify, and obtain graphic trend analysis of
- stock data. There are a dozen or so sample data files on the disk, and the
- program supports up to 10 moving averages. Also included on this disk is STOCK
- MARKET ANALYSIS which allows you to plot stock analysis graphs on a printer.
-
-
- SCTA (Stock Charting and Technical Analysis)
- Young, Ted M.
- $10-$20
- #27200/1347
- will chart stock and index data using the familiar hi/low/close & volume bars
- and will allow you to plot moving averages, trading bands, and various
- formulas (stochastics, William's %R, On-Balance-Volume etc.). Two drives and
- CGA compatibility are required.
-
- Pete Skaarup, Oakland, CA, tells us that after loading the program on his hard
- disk the program failed on most menu functions. We ran the program, selected
- all the menu options and had no problems. Pete has a Toshiba XT P321SL running
- DOS 3.2, with a monochrome monitor that is Hercules compatible, 512K of memory
- and no resident utilities.
-
-
- Stock Charting System
- #27200/147
- allows you to draw and/or print volume-high-low-close charts for any stock.
- Bonds, commodities, or other securities that have high-low-close prices, can
- also be charted. Short and long-term moving average lines can optionally be
- included on each chart.
-
-
- Comtrac
- Finney, Russ
- $7.50
- #27201/1113
- is, in the words of the author, " a sophisticated and flexible tool for the
- serious commodity investor or broker. The program provides facilities for
- entering, storing, and reporting all daily commodity account activity." We do
- not pretend to be familiar with commodity trading, but the program itself
- looked solid and easy to use. We would like to see it allow
- non-case-sensitive response to y/n questions and for it to allow cursor keys
- when entering fields, but for the price, who's complaining?
-
- In addition to on-line data inquiry, Comtrac also prints daily reports to
- track day trading, currently held open positions and open position liquidation
- activity, plus a report which summarizes all of the day's activity, calculates
- associated gains or losses, makes cash adjustments, subtracts margin
- requirements, and reports either the excess cash available or the margin call
- due.
-
-
- Hammer-Head
- RAD Software Inc.
- $45
- #27201/1976
- is a "fair value" options pricer. Features include multiple strikes
- simultaneously; multiple expirations simultaneously; multiple underlying
- prices simultaneously; automatic "time until expiration" calculations; and
- volatility calculator.
-
-
- Sage Trader
- Sage Systems
- $50
- #27201/145
- is a commodities trading software. It analyzes, displays and prints commodity
- price records. It permits the commodities trader to concentrate on trends
- instead of details.
-
- The graphics are "typewriter" graphics. Only the turning points are plotted.
- These points are represented by letters or numbers. This makes the program
- compatible with most printers and with a monochrome display.
-
-
- Financial Partner
- Feldesman, Marc R.
- $20
- #27685/851
- lets you calculate various dollar investment problems, such as the amount of
- deposits required at a given interest rate to attain an amount that will
- provide you with a given level of withdrawals for a specified period of time.
- Net present value, IRR, and amortization schedules are also included. I
- recently used a program similar to this one to find out that a company was
- trying to "lease" me some equipment at a rate that would amount to 25%
- interest if I borrowed the money to buy it. Based on this information, I took
- the cash out of a savings account that was only drawing 5.5% interest and
- saved a lot of money.
-
-
- Market Chartist
- Voiles, D.L. & Company
- $20
- #27685/3649
- is an interactive tutorial on doing market analysis. It shows you how to create
- and use market charts for technical analysis involving moving averages,
- momentum, advance/decline lines, trading volume and trend lines. I features
- 40-pages of illustrations and worksheets which you can print out. The program
- quizzes you as you go to reinforce your learning. Requires a high density or
- hard disk.
-
-
- Security Analyst
- Rosenberger, Don
- $10-$20
- #27685/3741
- performs fundamental balance sheet analysis for stocks. You simply enter the
- requested numbers from a corporate annual report, and the program calculates 33
- ratios for your analysis. Other features include report printing, user defined
- colors, and more. The program is completely menu driven, and very easy to use.
-
-
- MarketPLUS 2.1
- Fox, Mike & Cone, Roy
- $90-$150
- #27686/3372
- is a graphically-oriented stock and mutual fund tracking system. Each data file
- will hold up to 50 stocks/funds with up to 130 daily, weekly or monthly price
- points for each. You can easily update prices, adjust for stock splits and
- dividends, and generate charts.
-
-
- Mutual Fund Manager
- DenverData, Inc.
- $49
- #27686/3063
- is an integrated record-keeping and tracking system for managing your mutual
- fund portfolio. It will maintain a complete annual record of your fund
- transactions, generate three performance reports, record your money market
- fund transactions and calculate interest, and print all reports with a single
- keystroke. Bar and line graphs can be generated.
-
-
- Mutual Fund Scorecard
- Softkey Systems
- $20
- #27686/3309
- allows you to rank mutual funds and stocks based on near and long term
- performance data. It features an interest rate calculator and a variety of
- reports. Requires 512K.
-
-
- The Feeling's Mutual 2.0.92
- Interpretive Software ASP
- $25-$60
- #12206
- is a mutual fund database and financial planner. The program leads you
- through the paces of thoughtfully defining financial objectives and
- searching for a mutual fund which best meets your criteria. Information
- is included on 300+ stock and bond mutual funds.
-
-
- Financial Assistant
- Barrett, Frank
- $10
- #4807
- performs several calculations for areas of interest to the stock market
- investor. It includes calculations for stock options such as covered
- calls, bonds prices and yields, annuities and perpetuities, five
- methods of depreciation and depletion, debt amortization, mortgages,
- sinking funds and savings accounts.
-
-
- FundExpert 2.5 (10-93 CD)
- Cotten, George R.
- $40
- #12225
- (formerly FundInvestor) automates access to mutual funds using automated
- service telephones. It allows you to obtain individual quotations and
- balances, to get the last purchase, sale, and exchange of shares in your
- account, to transfer funds, and more.
-
- The program also calculates the return on investment in these funds. Changes
- in prices of shares, bonds, or mutual fund are automatically stored. A
- permanent record is made of all transactions.
-
-
- Market Charter
- Edwall, Allen
- $50
- #4427
- performs technical analysis on a wide variety of stock or stock index price data
- files. Requires VGA and a mouse.
-
-
- MarketEdge 1.0S
- SASI Software Corp. ASP
- $39
- #20046 [3 disks]
- is a stock market trend analysis, market timing program. MarketEdge was
- primarily designed for analyzing the overall stock market and determine major
- trend changes, but it can be used for individual stocks and indexes. It
- generates and plots indicators, including Advance-Decline Line, Bollinger Bands,
- Dow, McClellan Oscillator, RSI, SASITOP, SASI Oscillator, Sigma Limits,
- Stochastics, and Technical Index.
-
-
- MarketSearch 3.2 [MRKTSRCH] (08-93 CD)
- Data Management
- $45
- #12380
- is a New York Stock Exchange analysis program. It includes Value Line
- analysis, Fortune 500 ranking, industry codes, industry descriptions,
- company name and symbol. Data includes 12 years on all companies.
-
-
- Owl Personal Portfolio Manager [OPPL] (11-93 CD)
- Otto-Williams Ltd.
- $45
- #20220/2816 [2 disks]
- combines graphic analysis of stock trends with portfolio management and
- tracking. Stock charting capabilities include price volume charts with multiple
- moving averages; relative performance charts illustrating the relative price
- strength of a security or market sector versus the overall market; and price
- correlation charts illustrating the degree to which price movements in a market
- index are predictive of price movements of an individual security and
- pinpointing breakout points from the normal trading range.
-
- Reports include transaction summary reports suitable for preparation of tax
- schedule D; portfolio summary reports indicating unrealized gains and losses;
- dividend income reports for preparation of tax schedule B; net worth reports;
- and performance ranking reports providing annualized yield inclusive of
- dividends. Reports may be customized to reflect any time period, combination of
- portfolios and long versus short term holding period.
-
- Other features include full support for all IRS approved cost basis accounting
- methods and comprehensive tax reporting and analysis of investment
- performance; up to 500 portfolios for separation of taxable, tax exempt, tax
- deferred, spousal and children's investments; and charting for individual
- portfolios or combinations up to 8. Requires 640K, hard disk or dual floppy
- drives and graphics.
-
-
- PC-Chart for HG/CGA
- Guru Systems Ltd.
- $106
- #27043/1681
- contains a comprehensive set of technical analysis tools which will enable you
- to determine when to buy and sell stocks and commodities. The program utilizes
- a spreadsheet-like interface for easy editing and updating of up to four
- hundred price files. History for the major indicators is already entered.
- Portfolios can be quickly updated manually or automatically by modem. Graphic
- analysis includes price/volume charts, moving averages, relative strength,
- parabolic system, parabolic plot, stochastics, weekly and monthly charts, and
- much more. Many printers are supported, and you can download quotes from
- GEnie. The program is very professionally done. Required: two drives, CGA or
- Hercules compatible video.
-
-
- PC-Chart for EGA
- Guru Systems Ltd.
- $106
- #27043/2489
- contains a comprehensive set of technical analysis tools which will enable you
- to determine when to buy and sell stocks and commodities. This is an EGA version
- of the program; disk #1681 is the CGA version.
-
-
- PFroi 3.8i
- Techserve, Inc.
- $49
- #27043/0345
- performs portfolio management plus ROI calculations. Features include: easy
- data input, computation of true return (IRR method), numerous reports many
- useful for tax planning, several tax lot assignment methods including FIFO,
- supports of just about every security type. You can also direct the output to
- a file, screen or printer. EGA and VGA valuation graphics have been added and
- support for laser printing of graphics.
-
- Other features include unlimited transactions and valuations; a
- comprehensive 120+ page on-disk manual; a stock quote downloading
- capability from services such as Compuserve and Dow Jones; the ability
- to directly import Prodigy Quote Track files which saves download
- charges; and transaction import capabilities.
-
-
- Portfolio Manager 4.3
- Shane Software International ASP
- $49
- #27504/2233 [2 disks]
- will track market investments such as stocks, bonds, commodities, short sales
- funds and money market accounts. It will also record investments such as
- limited partnerships and saving account interest. A 1099 checklist is
- provided.
-
- The program allows up to five separate accounts in a portfolio. Reports can be
- generated for comparing cost to value, Return on Investment, broker
- transaction analysis and a lot more. Requires a hard disk and 400+k of memory.
-
-
- Portfolio Manager
- Soft Key Systems
- $18
- #20008/4333
- converts quotes that are saved in Prodigy for direct import into Quicken or a
- spreadsheet. All types of stock and mutual fund quotes can be converted, saving
- you from having to manually type in prices. It keeps track of portfolio totals
- including percent gain on total and percent gain on individual stocks, among
- several other performance measures. Requires 512k and a hard drive.
-
-
- Pro$tock
- Rabergeau, Philippe ASP
- $35
- #20008/2964
- allows you to download stock quotes from Prodigy Services. You can have up to
- nine different lists of more than 1,000 stocks, bonds and mutual funds. You
- can create lists of stocks symbols from scratch, from Metastock files, or from
- Sylvia Porter's files. You can download daily in unattended mode, and convert
- files for importing into spreadsheet programs. A Quicken conversion program is
- included. Requires a hard disk, 640k, and Prodigy software 2.1 - 3.1.
-
-
- Qotin
- Abbey, Leonard
- $0
- #20008/2531
- facilitates the handling and processing of stock quotes obtained from
- CompuServe. You can download quotes, convert them into the format required for
- import into most popular spreadsheet programs, and produce archival files of the
- quotes received for later use by this or other programs. It also manages the
- printing for all file types.
-
-
- Transtok
- StockBridge Software
- $?
- #20008/146
- provides two valuable capabilities for investors who use an their PC to track
- and analyze stocks. First, it is a "bridge" and data translator for stock
- market quotes from both the Unistox and StockCheck data bases offered by The
- Source. In the past, stock quotes from on-line databases could be viewed on
- your computer's screen, but were in a form that was completely unusable by any
- microcomputer software. This program rapidly converts raw quotes that you
- download from The Source into data that hundreds of popular programs can use.
- This extends the power of investment analysis to any program that can "read"
- industry-standard data formats (e.g., spreadsheets, graphics and charting
- programs, and data-management software.
-
- Secondly, it provides an integrated set of tools for manipulating and managing
- lists of stocks (e.g., sorting, merging, and comparing) so you can use The
- Source databases effectively. For example, if you want to follow certain
- groups of securities, this makes it easy to produce a selected list that can
- be electronically sent to The Source requesting that only the quotes for those
- specific securities be transmitted back to you.
-
-
- Interest Analyzer 2.0
- Insight Software Solutions
- $25
- #4764
- calculates interest earnings, loan payments, and amortization and
- depreciation schedules. Other features include an amortization
- calculator, deposit modes of weekly through yearly, automatic cost of
- living adjustments, balloon payments, double principal payments, MACRS
- (200%) and MACRS (150%) depreciation methods, payout modes of weekly
- through yearly and more.
-
-
- Property Analysis Worksheet
- Weber, Donald
- $10
- #2717
- lets you analyze real estate investment opportunities. Quattro spreadsheet
- program is required.
-
-
- Qkvalu Plus
- Crenshaw, David ASP
- $20
- #1649
- calculates the intrinsic value of commonly traded United States and World gold
- and silver coins, and Swiss Credit Bank gold bars. Also, QKVALU PLUS is a
- flat-file database. The flat-file database is provided for the user to create
- a chart of their gold bars, gold coins, silver bars, and silver coins.
-
-
- Stock Manager & Quotes Conversion 1.4C
- Signet Software
- $12
- #4779
- converts stock or mutual fund quotes from Compuserve to a format that is
- easily read by Quicken or a spreadsheet. It also keeps track of
- portfolio totals and other performance measures such as percent gain
- on total and percent gain on individual stocks. The stock list holds
- over 200 stocks or mutual funds and multiple portfolios can be saved or
- retrieved. Requires 512K.
-
-
- Stock Market Forecast
- West, Ron
- $31
- #27687/2285
- will predict the direction of the economy and develop recommendations as to the
- amount of equities to be holding. The forecast is based upon data published in
- the government publication Survey of Current Business and also in Barron's
- Weekly. A high-capacity disk drive (720k+) is required.
-
-
- Stock Market Timer 3.0
- Hidden Valley Software
- $31
- #27687/1706
- is a system that will help determine the timing of purchasing or selling of
- stocks. It is based upon ideas in a book by M. G. Zahorchak entitled "The Art
- of Low Risk Investing." It provides a full screen display of a stock's closing
- prices for easy review and revision, as well as a full screen data entry
- format. Over 500K of disk space is required, and a hard disk is recommended.
-
-
- Portworth
- #27202/559
- is a set of applications programs that you can use for monitoring and
- evaluating your stock portfolios. Portfolios of up to 25 stocks can be
- processed. For portfolios consisting of more than 25 stocks, you can split
- the portfolio into two or more separate portfolio files, with each file on a
- separate diskette.
-
-
- Stock Portfolio Record Manager 3.8
- Gellman, Robert
- $25
- #27202/2058
- stores, manipulates, and prints records needed to manage a portfolio of
- stocks. It tracks the purchase and sale of stocks, and can record multiple buy
- and sell transactions, register stock splits, and account for changes in
- basis. It can record dividend reinvestments and transactions involving
- fractional shares and display the net proceeds for each stock sale. The
- program produces a wide variety of reports, and provides the ability to enter
- a hypothetical buy or sell transaction for an existing stock. Reports can be
- saved to disk or sent to a printer. A portfolio comparison chart is available.
- You can save key portfolio summary information in a temporary chart.
-
-
- StockTrack
- Barthelme, Frederick
- $?
- #27202/1002
- is a stock tracking and analysis program that allows the user to track and
- analyze an unlimited number of stocks divided into portfolios of up to 90
- stocks each. Operation of the program is relatively simple.
-
-
- StokTrax
- Raymond, C. E.
- $45
- #27202/0888 [2 disks]
- is a stock charting and analyzing program. Features include portfolio
- functions to help you track your investments, support for EGA (640x350 color),
- VGA (640x480 color) and AT&T (640x400 mono). The Chaiken volume accumulator is
- implemented in the program, as well as command-line stock selection.
- Requires a hard disk.
-
-
- StockTracker
- The Lotus Connection
- $80
- #27203/1358
- allows you to keep track of common stocks as well as as non-stock items that
- can be tracked daily or weekly. Included is an instruction guide that will
- tour you through the main features of the program and how to use them. LOTUS
- 1-2-3 v2.0 or higher required.
-
-
- Tech_Trdr
- Eklof, John E.
- $35
- #27203/1337 [2 disks]
- is a stock trading template for Lotus 1-2-3 users. It is based on mathematical
- representation of certain techniques used by investors and traders. The
- program employs the technique of a master Model containing all the formulas.
- There are several macros that allow easier data entry and to give Buy, Sell,
- or Hold recommendations based on certain criteria that you decide. Required
- are a hard disk, 640k, DOS 3+, and Lotus 2.01+.
-
-
- Security Trak
- Collins, E.G.
- $39
- #2718
- is a system for managing an investment portfolio consisting of US Treasury
- Bills, Notes, and Bonds; Municipals; Government Agency issues (FNMA, GNMA,
- FHLMC); and pools of Mortgage Backed Securities. It accrues interest and
- accretes discount or amortizes premiums on a monthly or actual-days basis, as
- well as compute principal payments due on MBS based on current pool factors. It
- tracks market value. Total accrued interest due is accumulated in the individual
- security files, and actual cash flow from payments received is reported for each
- quarter and year-to-date.
-
-
- Symdex 1.0
- Technical Solutions
- $20
- #12178
- is a listing of companies on the NYSE and AMEX. Each line shows a
- company's stock symbol, full name, exchange, and industry. The display
- can be sorted by any field.
-
-
- TBill System
- Boeck, Hans J.
- $30
- #3310
- provides detailed information about various options within short and long term
- Treasury Bills and commercial paper investments. Interest, total investment and
- profit are displayed for the first year. It shows how the money gets re-invested
- and interest accumulates. It also prints a copy of the TBill ladder. This
- program will help brokers explain the Tbill ladder to clients. Requires EGA or
- better.
-
-
- Variable Investment Analyst 5.8h
- Baldwin, Wm. H. ASP
- $15
- #4493
- keeps track of returns on non-fixed investments, such as stocks, bonds, mutual
- funds, 401k plans, annuities, and partnerships. It computes profit, periodic
- total return, cumulative total return, average annual total return, internal
- rate of return, and low, high, and average buy and sell prices.
-
-
- Wall Street-The Bottom Line 6.0 [WALLSTR] (11-93 CD)
- Schell, Dan M.
- $49-$59
- #2719
- is a stock market/securities database tracking and analysis package. You
- can record transactions and current prices and evaluate investments
- based on this data. Short Sells are supported. Numerous analytical
- reports are available, including a list of all trades reportable to the
- IRS for a specified year. Graphing of data is also provided. Other
- features include the ability to import current prices from Prodigy,
- password protection for data files, financial calculators that compute
- present value, future value, the payment necessary to amortize a loan,
- and more.
-
-
- Your Stocks
- JetStream Development
- $28
- #3827
- keeps track of your stocks. It manages dividends not reinvested, stock sales,
- brokerage accounts, stock prices and more. Records can be listed on screen or
- printed.
-
-
- ]]]]]
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