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This MacNews Category Review looks at part three of our three-part round-up fo banking solutions software for the Mac. Products covered include ProTA, PTSHStockTicker, QIF Master, Quick Amortize, Quicken Import, Risk Detective, SASS, Savings Bond Trader, SOAPStock, SpiffyCharts, Stalker, Stock Calculator, Stock Investment Guide, Stock WatchTower, StockXloader, Ticker, Trade Manager Pro, Trade Strategist, Universal Options Add-in, Ultimate Financial Calculator and Warashibe. Parts one and two can be found at http://www.macnews.com/content/macsimum-migration-kit-mac-banking-solutions and http://www.macnews.com/content/macsimum-migration-kit-mac-banking-solutions.
ProTA is a market analysis solution designed specifically for the individual investor/trader. It handles all aspects of quote maintenance, display, and analysis as well as charting and technical analysis.
PTHStockTicker is a menu bar stock ticker and portfolio management application.
QIF Master is a Mac OS X utility for facilitating entry of credit card, banking and investment transactions into Quicken. For details you'll have to e-mail its developer, John Woodward, at firstname.lastname@example.org
Quick Amortize is an amortization tool for quickly amortizing loans.
Quicken-Import is a module for the German online banking software Bank X, which lets you import data from Quicken for Windows.
Risk Detective is a Microsoft Excel add-in that provides risk and decision analysis capabilities to your spreadsheet models. It uses a two-step approach: Sensitivity Analysis and Scenario Analysis. Sensitivity Analysis explores each individual input's impact on the outputs by varying the input through low, base, and high values, one at a time. This prioritizes the various inputs based on their contribution to risk. Scenario Analysis combines the key inputs through all possible combinations in a tree of scenarios to develop a picture of an output's overall risk.
Stock Analysis and Selection Software performs a fundamental analysis of historical company financial data, displaying the information graphically. You can open .ssg files from either the National Association of Investors Corporation (NAIC), the Canadian Shareowners Association (CSA), or fill in financial info manually. You can see a stock's sales, EPS, price and return for up to the past 10 years. SEE graphs for a company's ability to maintain growth including retention Ratio, return on equity, sustainable Growth, Equity, asset and revenue Efficiencies. You can view the stock's risk verses reward ratio and check whether the current price is in the buy, maybe or sell zones. SASS works with Mac OS X and Mac OS 9.x.
Savings Bond Trader
Savings Bond Trader lets you track and price United States Treasury EE bonds, I bonds, E bonds, and Savings Notes issued from 1941 to the present. There's free semi-annual online updates for pricing data. You can calculate redemption values for periods from May, 1992, through the current redemption period. With Savings Bond Trader, you can view cumulative or annualized interest earnings by tax year for your entire savings bond portfolio. You can import portfolios from Savings Bond Wizard for Windows and support your portfolio, with values to spreadsheets (CSV) or Quicken for Mac (QIF format only). The app has support for multiple, distinct portfolios.
SOAPStock is a Mac OS X app that gives delayed stock prices.
SpiffyCharts will download data from any of three data services (DialData, CSI and MJK) making an Internet connection when needed. Charts of prices with user selected indicators may be drawn for any number of securities. An internal database will maintain your portfolio and track current portfolio value.
Stalker provides tools to help you manage your stock investments. Features range from a simple watch list that updates every two minutes, to calculators that help you determine the prices you want to buy and sell your stocks. By adding your current stock positions into the portfolio, you can see how the value of your investments are changing throughout the day.
Stock Calculator is a profit/loss and share price calculator application for Mac OS X. It can perform "what if" analyses, such as determining what share price a stock needs to attain in order to return a specified profit. When buying stock, Stock Calculator can determine the total cash outlay, per share buying price, or number of shares. When selling stock, Stock Calculator can determine the net profit amount and total return percentage, or the per share selling price. It can optionally include flat rate, percentage, per share or custom commissions in the calculations. The custom option allows flexibility in defining commission rates. User-defined taxes on the net profit can also be deducted. Calculations can be saved, opened, and printed for future reference. A built-in stock fractions table lets you perform at-a-glance conversions between dollar amount share prices and stock fractions in 1/64 increments.
Stock Investment Guide
Stock Investment Guide is software for analyzing your financial investments. It performs complete stock club style analysis.
Stock WatchTower lets you find and analyze growth stocks by downloading data and charts for all stocks.
Stockloader is a native Mac OS X application for fully automated downloading of stock market quotes and indexes to the technical analysis program ProTA or ProTA Gold from BeeSoft. It can build an arbitrarily large database of tickers containing historical quotes for the open/high/low/close of each day. It collects quotes from: the archives at Yahoo. Finance for any stock exchange in the world and from the archive at AffÃ¤rsvÃ¤rlden (a Swedish business magazine) carrying quotes and many indexes for the Stockholm Stock Exchange.
Ticker is a stock quote ticker.
Trade Manager Pro
Trade Manager Pro manages trades for stocks, futures and options. It manages the risk for each trade and your portfolio of trades using sound money management practices. Trade Manager Pro determines the number of shares or contracts you should purchase for each trade to keep your trades and portfolio of trades within determined risk parameters. Your trading performance is monitored in real time as quotes are updated from the internet, and you're alerted to any trading violations as they occur. You can have as many accounts active and any amount of trades in each account. There's also a watch list available to monitor price movements of securities of interest. You can also print your list of trades.
Trade Strategist is a technical analysis with facilities for charting and trading strategy design. By combining the 90 built-in financial indicators into rules for buying and selling stock, Trade Strategist users can build mechanical trading strategies. These strategies can be used in simulations ('backtesting'), to see how well they would have performed in the past.
Universal Options Add-in
Universal Options Add-on is analytical software that integrates with Excel (just about all versions), enabling the calculation of option prices using different models for European and American style options. It handles options on bonds, commodities, currencies, futures and shares, calculates implied volatiles and sensitivities, and contains a cumulative Normal function.
Ultimate Financial Calculator
Ultimate Financial Calculator provides the "resources of an interactive and portable MBA reference guide." It's designed to let you solve the most common financial problems that you encounter on a daily basis. In one integrated Excel workbook, you can select over 40 worksheets from a main menu to solve your financial calculations. You can establish book and liquidity values, determine liquidity and activity ratios, calculate debt and profitability ratios, calculate a monthly lease payment for a car, determine loan payoff amount and more.
Warashibe is a Japanese version of share price analysis software.
wStock is a menu bar stock ticker.