Research Links

Software: Mutual Funds

  • MotiveWave: Stocks, Futures, Options and Forex Trading/Analysis Platform - MotiveWave's Charting, Analysis and Trading Platform is designed to make trading and market analysis easier. Advanced easy-to-use charts support analysis techniques including Elliott Wave Theory. Use Multiple Monitors. Trade directly from charts.

  • Fund Manager Award winning portfolio management software for the individual investor. Fund Manager is distributed as shareware.

  • Investograph Plus for Windows Stock and market analysis. Tools for timing your stock and mutual fund trades and investments.

  • Investors Fasttrack Track daily performance of over 1700 mutual funds and indices. Nine years of daily data, Fidelity Select funds.

  • Investor's Software Inc. Comprehensive online catalog of investor's software. They have it all.

  • Monocle 11 Performance rankings, modern portfolio theory statistics, risk/reward ratios, charting tools, hypotheticals and more. The built-in database covers 9 years of daily historical pricing with distributions on over 1500 mutual funds maintained by Manhattan Analytics.

  • PerTrac A fully integrated asset allocation and statistical analysis software system. PerTrac combines database management, Markowitz and linear optimization, presentation graphics, report generation and modern portfolio theory analysis.

  • PowerPlay SE For individual investors, financial analysts, industry press, and anyone requiring the ability to perform an in-depth analysis of mutual funds. Download for free, with the Mutual Funds PowerCube, containing data collected from more than 5,100 U.S.-managed mutual funds.

  • Steele Mutual Fund Expert Whether a financial professional or individual investor; intuitively organize, track, graph, analyze and compare the mutual funds of your choice.

  • Stock & Mutual Fund Software from Ken Hill Two software packages offered. The Green Machine (optimized trading on more than 1,000 stocks) and StockSelect, a fundamental analysis package using NAIC datafiles.