Investor's Toolkit CD-ROM
Annuity Ace V 1.02
Now project your savings as never before. Professional illustrations for deferred, immediate and split annuities (Savings, IRA, 401K, etc). Flexible with variable deposits, withdrawals, interest rates, and compound methods. Tax analysis, COLA, Loads, Inflation Factoring and more. Detail is monthly,
annual, calendar or fiscal, whole dollars or cents, cumulative or non-cumulative.
BOOKS! for Windows V 1.4
An excellent budgeting tool to help you better manage your financial assets. It allows you to create accounts from which to pay different bills. This is a unique way to help allocate your income so that your weekly, monthly, and yearly expenses are taken care of.
Business Calculator for Windows V 2.20
Allows you to easily perform many advance business, financial, and statistical calculations as well as basic calculations. It also provides multiple memory registers, a calculator
tape that you can edit and the ability to be Always-On-Top.
CreditPerfect for Windows Ver 1.01
Credit Repair and management software. Features quick access toolbar,
automates creation of dispute letters and credit report requests. This program will assist you in removing negative entries from your credit report.
Debt Analyzer for Windows V1.03
Hopelessly in debt? A package designed to help reduce and eliminate debt and save you hundreds of dollars in the process. Debt reduction is illustrated through a debt elimination schedule or through loan consolidation.
DIMANAGE V 3.6
No-nonsense program for managing rental properties. Fast, menu-driven, context sensitive help, eight reports. Post rent with only a few keystrokes per tenant. Pop-up tenant list shows at a glance who owes rent.
EE Bonds Tracker V 93.11
This software will track up to 1,000, EE Savings bonds. You can also Input, Delete, and Arrange a bond portfolio. There is also an option to provide a hard copy. EE Bonds Tracker allows the user to input new interest rates, or update the interest rates as they change. The U.S. Government
publishes the interest rates in May and November.
EZ Credit Kit for Windows V 1.3
This program offers a graphical, user friendly road to credit freedom. Features:
Legal forms for credit file editing, secrets to filling out loan and credit applications, lists of eager banks who issue credit cards, learn how to use credit to MAKE money, where to start if you have no credit.
Financial Analysis for Windows V 3.50
Collection of tools for analyzing a wide variety of financal problems. Mortgage and
Rule-78 with amortization. Bonds, T-Bills, CD's, B A's, IRR, NPV, MIRR, Auto Lease, Retirement Planning, Black-Sholes Options, Portfolio Hedge, Annuity, Cpd Int and Others.
Financial Wizard V 5.5
A powerful, easy to use investment and loan analysis program that calculates dozens of
personal and business financial situations with ease. Amortization, future and present values, depreciation and date calculations are just a fraction of the options the program can calculate. Full mouse and color
support along with exceptional documentation make this an excellent package.
How to Invest in GOLD
Electronic book by Adam Starchild. Gold has always been man's premier store of value,
more trusted worldwide by individuals than any paper investment or currency. Gold cannot be inflated by printing more of it nor devalued by government decree and does not depend upon anyone's promise to repay. Many investors see it as the "ultimate asset" in their portfolios. Learn more from this informative electronic publication.
How to Survive A Tax Audit
A comprehensive tutorial which teaches you how to conduct yourself through an IRS tax audit. This is a very informative tutorial written by a CPA and former Revenue Agent.
Interest Analyzer V 2.34
This program produces professional schedules and illustrations for savings, annuities, loans, mortgages and depreciation. Flexible with variable deposits, withdrawals, payments, interest rates,
and compound methods. Tax analysis, COLA, loan acceleration. Solve for calculators. Save and restore multiple clients. Side by side comparisons. Illustration detail is monthly - annual, calendar or fiscal.
Investing Basics
Electronic book by Adam Starchild: Today's low interest rates are hitting folks
hard. Many people tolerate dismal yields, hoping that rates will recover soon, but they shouldn't hold their breath. Since 1926, Treasury bill rates have averaged 3.7 percent annually. Confronted with this
reality, people must find ways to make their money work harder. Learn how in this electronic publication.
Investment Guide V 2.0
A unique tool that educates both beginner and expert investors on the many investment vehicles used today. Furthermore, the Investment Portfolio feature allows you to store investments on the computer. This tracking capability will give you a better understanding of the risks and rewards of the Stock Market.
Investor's Toolbox for Windows 95 V 1.11
How to Get Rich and Stay Rich. Comprehensive personal financial program. Provides
calculations, projections, graphs for Saving, Investing, Retirement, Net Worth Mortgages, Loans, Stocks, Mutual Funds and 401(k) Plans. All aspects of financial life. Portfolio management system records, tracks and graphs your investment performance. Excellent On-Line Help.
Lifetime Wealth Management V 3.11
Successful investor's program for saving, investing, retirement, net worth, mortgages, loans, stocks and mutual Funds. Includes a powerful portfolio management database with performance graphs. Anyone can use this suite of programs covering all phases of a person's financial life.
Loan db Manager for Windows V 5.0w
Loan and pre-payment program. This application is one of the finest available and
provides a hugh variety of capabilities and features: Multiple loan management, customizable schedules,
yearly summarys, equity vs balance, rate comparisons, pre-payment analysis, multiple graphs, financial what ifs and more. The program will easily save you lots of money off of your exiting mortgage or loan. Discover the value of prepayments; variable or fixed!
Market View V 2.0
A fully graphical, mousecontrolled and windowed investment program with direct
support for keyword teletext cards. ChartPro, BEURS and comma separated ASCII text import.
Master Amortizer V 2.9
A very powerful amortization program with a number of useful functions. In addition to calculating payments it can create a comparative table of payments and, of course, a variable amortization schedule with any start date and any year end.
Master Investor for Windows V 1.17
Investment management and analysis system. Includes comprehensive portfolio management for stocks, mutual funds, bonds, options, cash, other assets and liabilities. Draws technical
analysis charts including moving averages, candlesticks, stochastics, RSI and more. Imports downloaded stock quotes. Powerful report generator with 20+ custom reports.
Money Maker News for Windows (Issue #2)
This issue evaluates the latest financial software dealing with saving, investing, retirement, net worth, mortgages, loans, stocks, mutual funds and portfolio management databases.
Money Math for Windows V 1.1
Financial analysis tools for annuities, bank discount, bonds, CD's, compound
interest, discounted cash flow, loan amortization, and simple interest using 11 different calculation dialog boxes.Calculates more than 45 different unknown variables. Has extensive Windows help with 12 detailed examples.
Mortgage Manager V 2.2
This program is very flexible in the sense that you can specify how the interest is compounded and you can use varying payments and interest options. There is a special feature in this program which allows you to calculate investment earnings as well. It is also equipped to store each mortgage, loan and investment calculation. The number of files that can be stored is only limited by your disk space.
Mutual Fund Tracker V 3.6
This program works using technical analysis and a Mutual Fund Composite Average, in conjunction with other key indices to determine when to get into and out of mutual funds. You can define and look at different "what if" results based on your criteria. Features easy to understand documentation; graphs; reports; select TREND or BUY/SELL, and HOLD signals; writes graph pictures to disk; auto-update; plus more.
Owl Personal Portfolio Manager V 6.0
Comprehensive Stock Charting and Portfolio Management system for stocks, mutuals,
bonds, savings, other assets & liabilities. Charts price volume, correlation, relative strength, RSI, RVI, stochastics, on-balance volume, moving averages, net worth and more. Reports gains/losses, interest, dividends, ROI, etc. Supports all IRS approved accounting methods.
Pelton's Financial Utilities V 2.0
An excellent collection of tools for financial planning and analysis, professional or personal, will help you solve and document many types of financial time-value-of-money problems found in everyday business. Problems like: regular mortgage vs. mortgage with points, retirement calculations which
involve paying off loans/mortgages and saving with accounts/mutual funds, debt analysis in which a person may have one to six debts (charge cards, mortgages, etc.) and wants to know when they're paid off, distributions (withdrawals) from an interest-bearing sum, money growth by interest only or with deposits, IRA's with initial, monthly and yearly deposits, broker's or fund accountant's account rate of return calculation, profit-sharing calculation (employees' share) of a small to mid-sized company, loan management system G1 which saves client loan information and payments and calcs actual (actuarial) interest between dates, and many types of simple or complex loans and loan comparisons all with the most superior, professional-looking schedules you've ever seen.
Plus, Pelton's Financial Utilities features a Selection Guide which steers
you through to the right financial utility so that the program is realistically easy-to-use and comfortable! Solve for the missing quantity! Find the term needed to save from an initial to a final amount at your interest
rate. Find the rate of a loan. Find the withdrawal amount from an interest-bearing sum of money over time to reach a final balance at a given rate. There's more! For your convenience, we've even programmed in a things-to-do list manager which you'll find useful, helpful, convenient, and fun.
Perfectly Legal Tax-Wise Strategies
Electronic book by Adam Starchild. This publication will give you detailed information on how to keep the IRS from becoming another dependent in your family. If you can use just one of these tips, you could save a bundle--and this book has 101 of them!
Portfolio Manager V 4.5
Portfolio Manager is a record keeping system for investors. You may split your portfolio into as many as five accounts to separate your records for accounts such as an IRA, an IRA for a spouse or child, a special purpose account, etc. PM measures portfolio performance to meet your long range goals.
It computes ROI, estimated and actual yields, as well as other analytical data. It serves as an excellent tax planning and preparation tool. The main features include the ability to maintain records on the purchase and sale of securities; enter dividend, interest and capital gains distributions; calculate gain/loss and total return on investments (ROI); automatically enter reinvested income distributions; perform stock splits; and periodically update security prices. It will also allow grouped sales of multiple purchases using a variety of methods - first-in/first-out (FIFO), last-in/first-out (LIFO), or specifically marked shares. Purchase, sale, and distribution information can be viewed on the screen, printed or sent to a file, and the reports can be for one or more securities and one or more accounts. Reports sent to a file may be combined to build a custom report combination. There are 17 distinct reports and an unlimited number of report combinations.
In addition, recently added options allow you to generate Schedule B and Schedule D 1040 support statements, customize the screen colors and 13 other user defined options, create a full disclosure report on investments, and select individual accounts for reports.
Property Master V 4.01
Rental Management System for Landlords or Property Managers. Keep track of single family, multiple family (apartments) and businesses. Associate landlords to properties; properties to other properties. Track income and expenses by property (Rent, Repairs) and general expenses (Mileage,
Postage). Tax reports for Schedule E and 1099 expenses. Keep track of Deposits, Refunds and Leases.
Retirement Modeling System V 1.0
Computes the future value of current assets for up to 40 years into the future and prints
a report by year, showing those future values, your new invested amounts, withdrawals, how much your net worth grew, 1099 taxes due, your budget, and the cost of living percentage. You can add, delete, and modify records in multiple files. There are 15 options to make this a "turnkey" system.
Stock Analyst V 2.0
A powerful, yet easy to use stock analysis program that features include: Buy/sell analysis of stocks; Line, Bar, P and F Charts; Import prices from standard ASCII, comma-delimited ASCII, and CompuServe Stock Quotes; Full stock history with price export function; Context-sensitive help.
Stock Market Trend Indicator V 1.0
Evaluates market trend, interest rate trend, money supply, and sentiment to estimate risk and propose a percent invested position for a conservative investor.
Wall Street Tracker V 7.1
This program utilizes technical analysis and market momentum to determine when to buy or sell stocks. It analyzes key indices and also compares three moving averages, against each other, and the current price. You can define the moving averages and compare "what if" results based on your investment objective. Features auto data update via many online services; great documentation; graphs; reports; plus more.
Wealth Accumulation Trust
Electronic book by Adam Starchild: This special report will acquaint you with the near magical possibilities of a tax-saving, income-producing legal device known as a "charitable remainder trust" or "CRT." Although "CRT" is the currently popular term, these trusts are also known as "life income" and "wealth accumulation" trusts. Both descriptions are accurate--and therein lies the money magic.