Monthly Income and Expense Tracker 4.0 Track your monthly detailed income and expenses with this powerful, easy-to-use program. Your data is input by categories (such as 'Electricity' and 'Mortgage/Rent') that you define. Entries may be tied to a bank account or credit card
Description: Track your IRA stock and mutual fund information and history to see how it has historically performed, based on your monthly/quarterly/yearly input. Allows you to enter e-mail and website information for each stock/fund administrator. Enter the stock/fund ticker (market symbol) and IRA Tracker will link you to Internet for the current share price.
Once your data has been entered, it may be charted with the various charts available in the program. Chart by value, number of shares, or share price, on a monthly, quarterly, or yearly basis. You can even define your own charts!
World Stock Charts 2.0.6 World Stock Charts is a complete solution for Charting and Tracking Stocks, Funds and Indices with over 50 Forms of Technical Analysis built into it. World Stock Charts is a
Fund Manager - Personal 11.4 Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments
Mutual Fund Company Fights Back Against Phishing After working with the SEC to shut down an unauthorized version of its Web site, Pax World Funds has issued six "phishing tips" that mutual fund investors can use to spot and avoid fake Web sites.
Mutual Fund Firms Angle for Advisor Loyalty Many times, personalization and CRM efforts are aimed toward customers or end-users of products and services. Often, though, they are aimed at channel partners, which, in the case of mutual-fund firms, are financial advisors.