241 files found in Library "financial analysis, mortgage programs"

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Name Extracted Size Date Description
ACCT_101.ZIP Yes 111957 2/1/1994
Accounting-101 2.03 allows you to set up a
fully nested Chart of Accounts with
subaccounts, and it comes with lengthy
predefined COA's for personal or business
use. With subaccounts, you can have separate
accounts for each car, for example, and a
total for all cars. (Iddo L. Enochs)
(Reg.Fee: $25)
ACE102.ZIP Yes 137476 4/16/1994
Annuity Ace Lite 1.01 is an annuities manager
that includes a variety of financial tools
for calculating deferred, immediate and split
Annuities. Special options are available to
illustrate the time value of compounding, the
impact of taxes on savings, the effect of
loads,inflation and obtaining higher interest
rates, and the ability to illustrate what is
required to accumulate a target sum of money
by a target age. (Michael D. Jones) (ASP)
(Reg.Fee: $18-28)
AFFRD400.ZIP Yes 174225 8/2/1994
Afford It??? 4.00 is an annuity calculation
package. It amortizes loans, calculates
savings with steady or variable deposits,
tracks your loans, and calculates interest by
two different methods. (Garrett Krueger)
(ASP) (Reg.Fee: $30)
AGT.ZIP Yes 233644 4/25/1994
Adventure Game Toolkit 1.7 will allow you to
create and play your own text adventure
games. It requires no programming experience
to generate interesting games. Games can have
up to 200 locations, 100 inanimate objects,
100 people, animals or creatures, and up to a
400-word vocabulary. Requires 384k+.l of
commercial (eg: Infocom) adventure games.
Games can have up to 200 locations, 100
inanimate objects, 100 people, animals or
creatures, and up to a 400-word vocabulary.
Requires 384k+. (Mark J Welch) (ASP)
(Reg.Fee: $20)
AMLEDGER.ZIP Yes 188996 11/5/1993
Amazing Ledger B.3 is an accounting program
for home and small businesses. It will print
balance sheets, income statements, trial
balances, and transaction listing. (Dennis
Drew) (Reg.Fee: $95)
AMORTIZE.ZIP Yes 95970 1/30/1994
Amortize is a loan calculation and
amortization program. The program lets you
save and recall amortization schedules and
has a very nice user interface. (J. Gordon
Rowe) (Reg.Fee: $20)
AMORTZ16.ZIP Yes 115432 11/15/1994
Amortz 1.60 calculates loan payment amounts,
interest rates, number of payments or current
principal amounts. It also generates payback
schedules displaying the principal and
interest portion of each payment by due date.
(James J. Bowyer) (ASP) (Reg.Fee: $10)
AMT353J.ZIP Yes 109164 1/13/1994
Amortization Table 3.53-J is a good dedicated
amortization program. It supports loan
periods up to 50 years. It features bi-weekly
(26 payments per year) schedules,
interest-only loan schedule, principal-only
payments, up-front interest points,
additional loan charges and optional APR
calculations. You even have the option of
printing a schedule with only year end
interest and principal totals. It also
includes a calendar program that will print
month/year calendars. (Harold Pfannenschmid)
(ASP) (Reg.Fee: $34)
AMTAX93.ZIP Yes 228323 12/8/1993
AM-Tax 1993 is a personal income tax program
for 1993. The program will completely prepare
and print a tax return consisting of the Form
1040 and any of the Schedules A through SE.
Numbers are entered into a form on screen as
if filling out the form on paper. All the
schedules are printed in a format that can be
filed directly with the IRS. (AM Software)
(Reg.Fee: $20-$125)
AMTAX94.ZIP Yes 278475 12/20/1994
AM-Tax 1994 is a personal income tax program
for 1994. The program will completely prepare
and print a tax return consisting of the Form
1040 and any of the Schedules A through SE.
Numbers are entered into a form on screen as
if filling out the form on paper. All the
schedules are printed in a format that can be
filed directly with the IRS. (AM Software)
(Reg.Fee: $20)
BANKBOOK.ZIP Yes 65253 1/31/1994
Bankbook is a home accounting program for
children. It teaches them financial
responsibility as well as letting them keep
track of their allowances and other income.
(Richard Koch) (Reg.Fee: $?)
BBC.ZIP Yes 309139 9/9/1993
Battling The Bill Collectors 1.0 tells you
how to deal with bill collectors. It contains
a tutorial that outlines your rights in
simple terms. There are letters for a variety
of situations. A Fast Response Matrix is
included to provide quick answers when called
by a debt collector. It helps you understand
your options when confronted with legal
action. You can determine what it takes to
bring debts current. Requires 512K RAM, and a
hard drive. (InfoTek) (Reg.Fee: $0)
BILLS120.ZIP Yes 111987 7/19/1994
Bills 1.2 helps you manage your bills.
Records are kept for each account, including
account name and number, balance owed, amount
of payments, payment date of the month,
number of payments to be made per year,
personal code for tracking, 13 lines of notes
that can be used for anything, date the
record was created, amount and date of the
last payment made on the account, and a list
of transactions. A calculator and scratch pad
are available from most points of the
program. (William Forseth) (Reg.Fee: $30)
BONDCALC.ZIP Yes 176529 7/13/1993
Bond-Tech's Bond Calculator 1.0 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. (Bond-Tech, Inc.)
(Reg.Fee: $52)
BST.ZIP Yes 31186 1/2/1992
Bank Statement Tamer 5.1 is ideal for anyone
who has trouble balancing a checkbook or who
just doesn't understand the procedure. The
program explains every step in great detail.
Also included is a program for managing your
checkbook register. (MicroHealth Software)
(Reg.Fee: $10-$15)
BUDGET.ZIP Yes 48586 3/29/1994
Budget Minder 1.0 is home budget program
which will keep track of up to 45 categories
of expenses on a monthly basis. It provides
you with the variance from your budget for
both the month and the year. (Bob Day)
(ASP) (Reg.Fee: $15)
BUYGOLD2.ZIP Yes 50905 8/16/1994
How to Invest in Gold 2.0 is a tutorial on
gold as an investment. Topics include Gold
and the IRS, A Brief History of Money, Ways
Of Investing In Gold, Gold Stocks & Mutual
Funds, and more. (Adam Starchild) (Reg.Fee:
$0)
CAM111.ZIP Yes 128962 1/17/1994
Charge Account Management 1.11 manages your
charge accounts. Features include numerous
reports, printer support, up to 50 budget
categories, and up to 50 charge accounts.
(Marilyn Price) (ASP) (Reg.Fee: $25)
CASHC_1.ZIP Yes 127604 9/17/1991
Cash Control is a very well designed
accounting program for home or small business
use. This program and Ultra-Check are the
top-rated home accounting programs by our
criteria, with Cash Control edging out
Ultra-Check, in our opinion, because it has
more features. Here's how we graded CC: Setup
- none; you start using the program
immediately and add accounts as you need them
while entering transactions. Overall ease of
use is very good. Data Entry is fast and
efficient, with a one-screen approach that we
wish all data entry type programs had.
Recurring entries can be handled in bulk or
by pulling entries into the register by just
entering a couple of letters of the payee's
name. Other features include the ability to
customize the check printing output format,
display bar and pie charts, reconcile
accounts, and a pop-up calculator and clock.
One important feature which only a few
programs have is the ability to charge a
check (almost) directly to a balance sheet
account, such as Investme as Investme
(Reg.Fee: $30-$35)
CASHC_2.ZIP Yes 22350 9/17/1991 See CASHC_1.ZIP
CBPLUS57.ZIP Yes 339909 3/20/1994
Checkbook Plus 5.7 is a cash management
system with checkbook management, budgeting,
and flexible reporting. (William Beshears)
(ASP) (Reg.Fee: $30)
CCI_HOME.ZIP Yes 137542 2/11/1990
CCI Home Budget allows up to 96 expense
categories; 16 transaction types (check,
credit card, cash, etc.); 10 balance sheet
accounts (savings, stocks); 24 predefined
transactions, such as mortgage payments, for
quick entry; automatic posting of paychecks;
and more. Other features include data entry
screening, password protection, and
menu-driven operation. (Joseph McMaster)
(Reg.Fee: $25)
CCMATH.ZIP Yes 118227 8/1/1994
Credit Card Math teaches you how to save
thousands of dollars in credit card interest.
Discover the clever scheme used by credit
card issuers to keep your monthly payments
low. Requires a hard disk and color monitor.
(Intelligent Educational Softwa) (Reg.Fee: $0)
CHART1.ZIP Yes 65322 8/2/1994
Chart1 1.3 is a stock and mutual fund
charting program. Use it to chart daily or
weekly stock prices, mutual funds and more.
It will also chart data from log files from
CIS's PRICES service. (Scott Andrews)
(Reg.Fee: $10)
CHARTPRO.ZIP Yes 201881 1/31/1994
ChartPro 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. (David W.
Rettger) (Reg.Fee: $15-$25)
CHECKMAT.ZIP Yes 119142 1/30/1994
CheckMate is a checkbook recording and
balancing program. It has one of the best
user interfaces we've seen - fast, easy, and
intuitively obvious in use. It has a built-in
financial analysis function and the ability
to store up to 100 predefined payments to
recall with a couple of keystrokes. (CTech,
Inc.) (Reg.Fee: $33)
CHECKS.ZIP Yes 147977 2/2/1994
Checks prints checks and envelopes on an HP
LaserJet Plus or compatible printer. It works
with any style checks and stores names and
addresses in a permanent file for reuse, and
saves the last check written for each name in
the file. Multiple check and envelope setups
can be stored by name. (Analytical Services
Corp.) (Reg.Fee: $25)
CHECKS75.ZIP Yes 309254 10/7/1994
Talking Checkbook 7.5 is a checkbook
balancing program optimized for use with
speech output devices for the vision
impaired, as well as with braille and
large-print output devices. It incudes
automatic deposits and withdrawals, data
entry macros, data backup, credit card and
savings account tracking, and more. (Charles
Crawford) (Reg.Fee: $0)
CHEXMSTR.ZIP Yes 250930 4/26/1994
Chex-Master 6.5 is a simple checkbook and
budget management system (Total Logistics
Consulting) (Reg.Fee: $29)
CHF100.ZIP Yes 134149 11/10/1993
Loan Chief 1.0 is a set of loan tools for
calculating loan amortization schedules and
charts. Professional schedules can be
generated with monthly, quarterly,
semi-annual or annual detail. Options are
available to illustrate the savings incurred
with an early payoff of a loan to show tax
savings with mortgages. (Michael D. Jones)
(ASP) (Reg.Fee: $18-28)
CHF108.ZIP Yes 140094 5/23/1994
Loan Chief Lite 1.08 is a set of loan tools
for calculating loan amortization schedules
and charts. (Michael D. Jones) (ASP)
(Reg.Fee: $18-28)
CHK_KING.ZIP Yes 226526 1/28/1994
Check King 1.8b lets you record, track, and
balance your checks with minimal data entry.
It doesn't have all the features of programs
like Cash Control and Ultra-Check, but it is
probably the easiest program we have seen for
what it does. (Tom Rickenbacker) (Reg.Fee:
$20)
CHKBKMAN.ZIP Yes 205727 8/2/1994
Checkbook Manager is a home checkbook
program that supports Spanish and English.
Although the program has several nice
features, such as a pop-up calendar, notepad
and calculator, we would not rate it up with
Cash Control and Ultra Check. But for anyone
who needs a home accounting program in
Spanish, this is not a bad program. The
on-disk documentation is also available in
Spanish and English. Requires DOS 3.0, 512K
and a hard disk. (Ramsal Software, Inc.)
(Reg.Fee: $32)
CHKMG51.ZIP Yes 272048 1/17/1994
Checkbook Management 5.1 is a full-featured
checkbook manager. Features include bank
statement reconciliation, check printing in
any format, various reports including expense
and income summaries, and up to 50 budget
categories. (Marilyn Price) (ASP) (Reg.Fee:
$35)
CHKMSTR2.ZIP Yes 208265 1/17/1994
Checkmaster 2.0 is a checkbook management
system for the home or office. Features
include check printing, checkbook balancing,
expense and vendor tracking, and bank
statement reconciliation. Requires 512K RAM
and a hard disk. (One Command Software)
(Reg.Fee: $19)
COINFIL.ZIP Yes 121681 2/4/1994
CoINFil 1.3nt 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. (Ed
P. Rosack) (Reg.Fee: $35)
COMTRAC.ZIP Yes 44110 1/31/1994
Comtrac is 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. 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. A good program with poor
user interface. (Russ Finney) (Reg.Fee: $7.50)
CREDCARD.ZIP Yes 75760 10/30/1990
CredCard 1.2 lets you quickly and easily
enter transactions for up to 1000 different
accounts. It is primarily intended for
keeping track of credit card accounts, but
could be used for anything, such as checking
or investments. (Rad Delaroderie) (Reg.Fee:
$10)
CREDCRD.ZIP Yes 65205 11/29/1991
CredCard 4.0 keeps track of your credit cards
and will print a form letter to each credit
card company if your cards are lost or
stolen. It can even dial the company's phone
number over your modem. The program is not
very slick, but it is functional, and a lot
cheaper than paying a credit card service to
do the same thing. (Robert E. Kupfer)
(Reg.Fee: $15)
CREDIT.ZIP Yes 94221 9/22/1994
Rebuilding Your Credit/Credit 101 is an
information guide to credit bureaus, credit
repair, and changing your personal credit
rating. It helps you understand bureau codes
and provides several legal tips, tricks, and
a mini-legal dictionary. Requires a mouse and
EGA/VGA. (Cave Data Software) (Reg.Fee: $25)
CRTRUST.ZIP Yes 58398 11/2/1994
The Wealth Accumulation Trust 1.0 will
acquaint you with the possibilities of a
tax-saving, income-producing legal device
known as a Charitable Remainder Trust. Topics
include creating a trust, several types of
trusts, tax exempt family foundations, the
role of the trustee, and more. (Adam
Starchild) (Reg.Fee: $0)
CS453.ZIP Yes 429585 10/5/1994
CheckStar IV 4.53s is a personal financial
management system. It keeps track of
financial records, income, expenses, budgets
and cash flow. Features include powerful
report generation, check printing on any
format, unlimited number of accounts and
transactions, account reconciliation, and
many built-in utilities. Requires 1.2 MB of
free space. (Salim Sindhi) (Reg.Fee: $28)
DALTON.ZIP Yes 84433 6/22/1989
Dalton Mutual Fund Model 2.0 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. (Dalton
Software Associates) (Reg.Fee: $5)
DBT124.ZIP Yes 119531 4/16/1994
Debt Analyzer 1.24 helps to reduce debt
through loan payment matrix or loan
consolidation. The matrix method offers
minimum payments, current payments or
accelerated payments, and debts can be paid
off in any order. The term or payment can be
specified with a consolidated loan, or the
sum of debt payments can be used. The program
can process up to 17 debts at once. Reports
can be viewed on screen or sent to printer.
It is appropriate for personal use, but for
professional use, multiple clients can be
entered and included in the reports. Requires
512K RAM. (Michael D. Jones) (ASP) (Reg.Fee:
$20)
DEBT.ZIP Yes 20611 10/7/1992
Debt Realization Program 1.1 displays the
current Federal debt, your portion of it and
the portion owed by a family of four. An
on-screen calendar lets you see what the debt
(and your portion) will be at any date in the
future at the current rate of increase. As
you sit pondering the display, the amount is
continually updated (at an alarming rate!).
(Steven Moyer) (Reg.Fee: $25)
DEFER2.ZIP Yes 377015 8/2/1994
Deferred Comp 2.6 will help you to determine
how much money to set aside from your
paycheck for retirement. (Innovative
Software) (Reg.Fee: $12)
DETER_NW.ZIP Yes 560524 1/29/1994
Determine Net Worth calculates personal net
worth of you or your client. It gives an
itemized accounting of all personal property,
investments, and debts. You get a printed
financial statement that can help you in
extending your credit. (Computer Specialties)
(Reg.Fee: $25)
DJQ.ZIP Yes 91019 8/24/1993
Signet Software Stock Utilities for Dow Jones
News Retrieval 1.0 converts stock quotes
downloaded from Dow Jones into Quicken
format. (Signet Software) (Reg.Fee: $10)
DOL_DFND.ZIP Yes 131201 1/27/1994
$Defender is a financial analysis and loan
amortization program. It offers analyses of
annuities, fixed investment growth, and
periodic investment growth. Features
record-keeping for U.S. Savings Bonds, and
Mutual Funds. You can update your old mutual
fund files when new data becomes available in
future years, and compare the effect of
income taxes on their returns from three
fixed investment alternatives: fully taxed,
taxed-deferred, and tax-free. You can
calculate the true rate of interest charged
when a lender requires you to prepay a
finance fee or points. A section on
retirement planning is also included. (Conrad
Button) (Reg.Fee: $25)
DOMUS1.ZIP Yes 229535 10/28/1993
Domus 1.0 is a personal finance and
accounting program that performs budgeting
operations as well as keeping track of
checking, savings and credit card accounts.
(Paul Hache) (Reg.Fee: $25)
DOWCAST.ZIP Yes 282079 2/4/1994
DowCAST 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.
(UltraVision) (Reg.Fee: $25)
ECON.ZIP Yes 433238 3/3/1994
Econometric Stock Market Forecasting Models
2.0 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. NEW: gold forecasts, zero coupon
bond predictions, asset allocations have more
portfolios to choose from, text mode
graphics, and more accurate forecasts. (DC
Econometrics) (Reg.Fee: $50)
EEBOND.ZIP Yes 507439 10/27/1994
EEBond 12 maintains a database of variable
rate Series E and Series EE Savings Bonds.
NEW: All of the Redemption Value Tables from
November 1990 to April 1995 are included.
Pick any day in this range and determine
exactly what your bonds are worth. (Franklin
Leibsly) (Reg.Fee: $20)
EPAY.ZIP Yes 31149 11/5/1993
Epay 2.21 generates reports of electronic
payment activity for uses of Quicken's
CheckFree system. It scans Quicken export
files and creates a series of reports. (J.
Gillespie) (Reg.Fee: $15)
ETF1099.ZIP Yes 161267 11/18/1993
Electronic Tax Filing 93 - 1099 1.3 is an
electronic filing system for the 1099 series
of tax forms. These forms include 1098,
1099-DIV, 1099-G, 1099-INT, 1099-MISC,
1099-PATR, 1099-R, 5498, 1099-A, 1099-B,
1099-OID, 1099-S, and W-2G. Requires 1 MB of
free disk space. (Electronic Filing Group)
(Reg.Fee: $5)
ETF93A.ZIP Yes 294223 11/14/1993
Electronic Tax Filing 93 - 1040 1.2 is an
electronic filing system for the individual
taxpayer for the 1040 series of tax forms.
(This is not a tax return calculation
program. The info must be copied from your
tax returns.) Requires 450K RAM, 3.5 MB of
free disk space and a postscript compatible
printer. (Electronic Filing Group) (Reg.Fee:
$5)
ETF93B.ZIP Yes 72211 11/13/1993 See ETF93A.ZIP
EXPTRAK.ZIP Yes 151980 9/26/1994
Expense Tracking 4 keeps track of your home
or business expenses. You can use its reports
for tax preparation purposes. (John Veit)
(ASP) (Reg.Fee: $5)
EZBII.ZIP Yes 54115 11/16/1993
Eezy-Budget II 1.0 is a personal budgeting
and expense tracking Program that will track
up to one hundred accounts and income
categories. It can also handle up to nine
banks and nine credit card accounts with
reconciliation. (W. Massingale) (Reg.Fee: $15)
EZCREDIT.ZIP Yes 149613 10/24/1994
E-Z Credit Kit 1.0 is a credit repair and
improvement program which includes credit
investment tactics and situational advice. It
has forms for requesting credit reports,
repairing credit reports, and shows users how
to legally create a new credit file. (David
Hulet) (Reg.Fee: $25)
EZFINANC.ZIP Yes 293434 1/28/1994
EZ-Finance is a very good home accounting
program, although it is a step behind Cash
Control and UltraCheck. It comes very close
to a one-screen approach for entering and
editing data, except that you have to exit
the screen to change from checks to deposits.
Another shortcoming is that it does not
automatically increment check numbers. Also,
if you do not have most of your 640k free,
the program will run out of memory during
operation and unceremoniously dump you back
to DOS. It has no budgeting capability and it
will not memorize repetitive transactions. On
the bright side, the program is very complete
and easy to use. You can review, edit and add
transactions without changing screens (other
than to change between checks and deposits).
When selecting a category to put an item in,
a scrollable chart of accounts automatically
pops up and will let you add accounts on the
fly. You can split a check or deposit over
many categories very easily. The program will
print checks. Reports inclueports inclu
(Danville Software) (Reg.Fee: $30)
EZINCOME.ZIP Yes 339349 12/7/1994
Easy Income Tax 1994 3.0 is a 1994 income tax
program. It includes an IRS approved 1040,
California 540, and schedules A, B, C, D, E,
SE, EIC, 2441, 8606 and 2106. Requires 520K
memory, and 3-4 MB of disk space. (David
Osman) (Reg.Fee: $12)
EZLEDGER.ZIP Yes 940103 11/9/1994
E-Z Ledger is a check writer and simplified
records keeping package for small businesses,
farms and personal use. Features include the
ability to produce checks easily, facilities
for organizing and storing accounting
information, calculation of bank account
balances, tax preparation aids, listings of
transactions on any account chosen, the
ability to allow for the entry of budget
information by month, and more. Requires 3 MB
of disk space. (Ronny Roy) (Reg.Fee: $55)
FAP.ZIP Yes 112042 10/18/1993
Financial Analyzer Planner 3.1 is a money
management program for pre- and
post-retirement planning. It allows you to
investigate a wide range of inflation
scenarios and investment strategies to help
you plan for retirement or financial
independence. Requires 512K RAM. (John R.
Reitz) (Reg.Fee: $15)
FASTBUCK.ZIP Yes 343153 1/30/1994
FastBucks 5.07D FB has a very easy-to-grasp
user interface. Features of FB include a
financial analysis section, including
mortgage analysis and amortization schedules,
and graphical analysis of accounts and cash
flow. FB has a unique idea - separate charts
of accounts for your business checking
accounts and your personal checking accounts.
The drawback is that if you have one account
that you use for both business and personal,
you can use only one of these sets of
accounts for it, and you will be limited to
only 39 budget (expense) accounts, the least
of any of these programs. The major drawbacks
to FastBucks are that you cannot add accounts
on the fly and that you must specify on every
transaction if it is tax related. Other
programs let you specify accounts as being
tax related or not, which is much more
efficient because you only have to do it
once. Again, this is a relatively minor
nit-pick, but minor things add up. Other
features include on-screen expense summary
for individual and ividual and (Software
Expressions) (Reg.Fee: $48)
FASTCHEX.ZIP Yes 27039 5/29/1989
FastChex is a simple but efficient way to
record and print your checks. It lets you
store names, account numbers and monthly
payment amounts for up to 72 payees. It also
lets you easily adjust the print spacing to
any check layout. Although the bank balance
and check information is saved, this is not
an accounting program that classifies your
expenses. (Richard Nicolella) (Reg.Fee: $?)
FC_LW.ZIP Yes 213564 11/16/1993
Financial Calculator - LW 1.1 allows you to
calculate the present and future value,
percentage rate, and number of payments in a
series of cash flows. It can also calculate
compound interest payments, and internal rate
of return. (Leland E. Wines) (Reg.Fee: $15)
FC5000.ZIP Yes 147423 3/25/1994
Fred's Checkbook! & Financial Consultant 5.10
is a checkbook and home accounting program in
the style of a checkbook register. It
includes modules for accounting, budgeting,
tracking expenses, and more. (Jon Kolstad)
(Reg.Fee: $40)
FCALC.ZIP Yes 128088 8/24/1993
fCalc 5.0 performs a variety of financial
calculations (eg: NPV) with either single or
comparative calculation displays.
(WrightWare) (Reg.Fee: $25)
FIN_ASST.ZIP Yes 118169 2/4/1994
Financial Assistant 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. (Frank Barrett) (Reg.Fee:
$10)
FIN_CALC.ZIP Yes 71926 1/30/1994
Financial Calculation is a menu driven
program that can calculate the following:
interest on a declining balance, simple,
compound and comparable interest. Using the
amortization option you may solve for term,
payment or principal. Depreciation can be
entered using straight line, declining
balance and sum of the years digit methods.
There is a section on discounts showing
payments from cash and acquired loans (up to
90 day accounts). (Khobey Software) (Reg.Fee:
$20)
FIN_PLUS.ZIP Yes 98025 1/30/1994
Finance Plus is an attractive and flexible
financial analysis program. It is subdivided
into sections: Investments, Loans, Deposits,
Withdrawals, Planning and Bond calculations.
Each section lets you choose from a list of
four to six different calculations, such as
future value and present value. In addition,
the program generates Earned Interest Tables,
Loan Amortization Schedules, and Bond
Schedules for display and printer output.
Requires 384k of RAM. (Matt Guillory)
(Reg.Fee: $25)
FINANCE.ZIP Yes 10760 5/29/1989
Finance calculates present value, future
value, return on investment, loan comparisons
and amortizations and more. (Nelson Ford)
(ASP) (Reg.Fee: $0)
FINANLY.ZIP Yes 128016 2/1/1994
Financial Analysis Package is an aid in
analyzing certain financial transactions
(futures, options, interest rate swaps, and
forwards), as well as an aid in general
asset/liability management evaluation. The
package is designed for analysis of banks and
thrifts, though some of the sub-programs may
be applicable to the analysis of other types
of firms. (Peter L. Fishback) (Reg.Fee: $?)
FINCAL.ZIP Yes 247424 10/4/1993
Financial Calculator 3.1 is an interactive
problem-solving manual which explores key
financial concepts such as interest,
amortization, bonds, zero coupons, and more.
It also includes a financial calculator.
(Paul D. Murphy) (Reg.Fee: $35)
FINMAN.ZIP Yes 114259 12/15/1993
Financial Manager for Windows 1.1E helps you
evaluate the performance of your company and
to valuate its shares. Using financial
statements and other management ratios from
top international companies, it helps you
plan your company's need for cash in the near
future and how to identify sources from where
cash can be raised. This is a powerful tool
for the financial manager, and can assist in
developing strategies for improving the
performance of any company. (Borje Kyrklund)
(Reg.Fee: $95)
FINPART.ZIP Yes 170415 3/8/1994
Financial Partner 3.31 lets you calculate
various dollar investment problems. Also has
a take home pay calculator utility and more.
(Flying Pig Software) (Reg.Fee: $30)
FINPLAN.ZIP Yes 196980 8/14/1993
The Financial Planner 3.0 performs
comprehensive financial calculations and
retirement planning, including lease/rent/buy
analysis. (Frank Barrett) (Reg.Fee: $20)
FINWIZ.ZIP Yes 128330 4/27/1994
Financial Wizard 5.5 is an investment and
loan analysis program. Features include
future and present investment values,
interest rate, amortization and growth, tax
free vs. non-tax free yields, T-Bill
analysis, stock dividend analysis,
depreciation, date calculations, calendar,
calculator, and note pad. (Reg.Fee: $28)
FPLANPFP.ZIP Yes 248834 1/27/1994
Fplan Personal Financial Planner is designed
to assist individuals in their own total
financial situation analysis. Subject areas
include Income and Expenses (computing Social
Security and Medicare expansion tax), Assets
and Liabilities, Net Worth, Economic
Assumptions and new 1991 Tax Rates, Income
Protection (Disability), Life Insurance, and
the Impact of Taxes and Inflation on Rates of
Return. (Ron Kline) (ASP) (Reg.Fee: $30)
FUND941.ZIP Yes 105196 3/4/1994
MUTUAL FUNDamentals 94.1 contains information
on over 1,000 mutual funds. There are names,
addresses, toll-free phone numbers, and
historical return data covering one-, three-,
five-, and eigh- year periods. (Moonlight
Software) (Reg.Fee: $12)
GEN7AC17.ZIP Yes 437396 8/2/1994
Gen7 Accounting Module 1.7a keeps track of up
to four banking accounts. It will also keep
track of debts and alert you when the program
is started if you are about to be late with a
payment. NEW: corrected errors with clock,
music, and quote modules, support for
Microsoft Windows Icons when installing
external programs, added new categories to
quote module, and more.s, added new
categories to quote module, and more. (George
W. Freas II) (Reg.Fee: $14)
GINNIE.ZIP Yes 25923 5/29/1989
Ginnie performs calculations related to the
value of "Ginnie Mae's". (Murrell Selden)
(Reg.Fee: $?)
GLOBAL.ZIP Yes 111777 10/5/1994
Global searches all subdirectories or a
specified PATH for a file and, optionally,
performs a specified function on the file
*.BAK" would delete all files with an
extension of BAK in the directory WS and any
of its subdirectories. (Kevin O'Connor)
(Reg.Fee: $?)
HAMMER.ZIP Yes 154288 9/10/1989
Hammer-Head 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. (Rad Delaroderie) (Reg.Fee: $45)
HBRM15.ZIP Yes 85451 3/15/1994
Home Basis Record Manager 1.5 will help you
keep track of the basis (or cost) of your
home, condos, etc. Most people do not give
this much thought, but sooner or later, you
have to pay the tax man, and if you have kept
records of the costs of capital improvements,
you can substantially reduce the tax bill.
(Robert Gellman) (Reg.Fee: $25)
HCB.ZIP Yes 35840 8/2/1994
Home CheckBook 1.0 is a simple checkbook
balancing program which runs from the command
line. Enter the starting balance, debits and
credits up to 60, and the final balance will
be displayed. (C. Chapman) (Reg.Fee: $5)
HFC.ZIP Yes 259116 3/22/1994
Home Finance Companion 2.5 is a complete
personal accounting system and budget
planner. It manages credit and debit
transactions, standing orders, transaction
statements, an archive transaction log of old
data, transfer of funds, and more. Requires a
hard disk. (Robinsoft) (Reg.Fee: $30)
HLQ.ZIP Yes 30918 8/2/1991
Home Loan Qualifier will help individuals
and realtors determine realistically how much
house one can afford. The only input required
is Gross Annual Income, Monthly Debt
Obligations, the current Annual Interest Rate
on Mortgages, and the term or length of the
loan in years. The author of this program is
a licensed realtor. (Ron Schmidli) (Reg.Fee:
$5-$20)
HOLDEM.ZIP Yes 20384 7/14/1994
Holdem is a worksheet for Lotus 1-2-3 or
Microsoft Excel which forecasts major changes
in the US stock market. It provides at the
minimum a one week warning of upward or
downward trend reversals. It compares the
SP500 weekly close with the Dow Jones utility
average weekly close. Results allow the user
to move profitably between equity investments
and money markets. (PC-Professor) (Reg.Fee:
$20)
HOME_REF.ZIP Yes 307293 2/4/1994
Homes: Refinance determines how much money
will be saved by refinancing. It works with
two-step and fixed interest loans. The
average interest rate is estimated for
variable interest loans. 512K RAM & 1 MB of
disk space. (Real Estate Consultants)
(Reg.Fee: $19)
HOMEBUY.ZIP Yes 132832 1/30/1994
Homebuying and Refinancing is an outstanding
home purchase planning program. It determines
total yearly costs (PITI, points, insurance,
expenses, and more), after-tax costs and
present value costs for fixed rate, ARM,
PLAM, and Two-Step mortgages. It also handles
prepayments, and rates a home buyer's chances
of loan approval. Other features include an
analysis of refinancing, analysis of buying
versus renting, escalation of income, file
saving and recalling of data and results,
pop-up pick lists, customized report cover
page, and user definable loan qualification
criteria. This is the best home loan analysis
program we have seen. We suspect that it
would be good enough for loan institutions
and other such professionals, yet it is easy
enough for anyone to use, walking you through
each step of the program. The output is clear
and contains very useful information. (Byers
Software) (Reg.Fee: $30)
HOMEREFI.ZIP Yes 595582 4/29/1994
Home Refinancing 1.2 computes actual and time
value adjusted savings from refinancing.
Points may be optionally capitalized. Bonus
calculators show alternative payment options
(any number of periods per year, payment in
advance or arrears) and payment schedules
with amounts of interest and principal
accumulated for each year. (Philip S. Will)
(ASP) (Reg.Fee: $30)
HOMESBR.ZIP Yes 351131 2/4/1994
Homes: Buy or Rent analyzes buying versus
renting by evaluating 15 variables and a
variety of loan types. It calculates and
graphs the break-even points for each
variable. Requires 512K RAM and 1+MB of disk
space. (Real Estate Consultants) (Reg.Fee:
$19)
HOMINSP.ZIP Yes 54683 10/1/1991
Home Inspector rev.B aids a prospective home
buyer in objectively evaluating a house's
condition. All of the major sections of the
home are covered including electrical,
plumbing, heating/AC, basement, roof/attic,
garage, general interior, and much more.
(North Shore Home Inspections,) (Reg.Fee:
$25-$100)
INDFINAN.ZIP Yes 299167 7/12/1994
Individual Finance 1.0 is a collection of 35
financial applications, including mortgage
refinancing comparisons, college savings
schedule, future value of a series of
deposits, and present value of a series of
deposits. (SoftWEAR Computing Systems)
(Reg.Fee: $35)
INFIDEL.ZIP Yes 36839 5/29/1989
In-Fidelity 5.2 automates the process of
calling into "FAST", the Fidelity Automated
Services Telephone. This service of Fidelity
Investments allows the user of a touch-tone
telephone to obtain prices and balances of
his Fidelity mutual fund accounts or USA
Brokerage account. FAST also allows transfer
of funds from one account to another or from
a prearranged bank account to a fund. (Les
Penner) (Reg.Fee: $15)
INFO_C10.ZIP Yes 225411 10/27/1993
Info-C 1.0 helps users file various
information return forms for income tax
purposes. Info-C includes forms for 1099,
5498, W-2G and many others. It also includes
a pop-up calculator with cut and paste
features. (Gary L. Bockmon) (Reg.Fee: $47-67)
INSID_CR.ZIP Yes 322395 2/3/1994
Inside Secrets Of Credit Repair 3.0 explains
how to request a credit report from three
major credit bureaus and dispute inaccurate
credit report statements. Features include
credit report request letters, definitions
for credit report codes, sample dispute
statements, a complete copy of the Fair
Credit Report Act, and a Case Study of credit
repair. Requires 512K RAM, EGA/VGA and DOS
3.3 or above. (InfoTek) (Reg.Fee: $40)
INT234.ZIP Yes 150953 12/19/1994
Interest Analyzer 2.34 calculates interest
earnings, loan payments, and amortization and
depreciation schedules. Data can be saved to
disk and recalled. Variables include loan
prepayments, tax effects, compounding
methods, depreciation methods and more.
Output can be viewed on-screen in a large
scrolling window or printed. 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. (Michael D. Jones) (ASP) (Reg.Fee: $28)
INTENTRE.ZIP Yes 152594 10/5/1994
The International Entrepreneur presents
specific information on current worldwide
opportunities. It tells how to be a global
real estate speculator, how to get into
import-export and travel businesses, and
more. (Adam Starchild) (Reg.Fee: $0)
INVANA.ZIP Yes 44787 12/4/1991
Long vs. Short Term Investment Analyzer
helps you decide between committing to a long
term investment at a fixed interest rate or a
short term investment. (David Leithauser)
(Reg.Fee: $25)
INVEST.ZIP Yes 44658 6/21/1993
Investment Withdrawal 1.0 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. (Peter L. Fishback) (Reg.Fee: $10)
INVESTBA.ZIP Yes 99242 11/2/1994
Investing Basics 1.0 is a tutorial on wise
investments for frugal families. Topics
include the investment pyramid, municipal
bonds, mutual funds, using annuities for tax
deferral, family partnerships, other sources
of information on investing, and more. (Adam
Starchild) (Reg.Fee: $0)
INVSTEDG.ZIP Yes 283662 10/10/1994
Investor's Edge 5.0 is a portfolio manager.
It handles 200 accounts of stocks, mutual
funds, bonds, fixed dollar denominated and
appreciable dollar denominated investments.
It also handles 396 investments per account.
It provides records of all investment
transactions and of automatic reivestment of
earnings; plus screens and prints individual
investment reports, portfolio reports with
various breakdowns, asset allocation report,
net worth statement and others.
Individual investment reports include a
header of general information, followed by a
transaction section and close with a footer
showing present price, present value and gain
or loss. It graphically presents risk balance
in portfolio. It computes IRR of investments
and portfolio. It updates price for all
accounts from a price register in one shot.
It provides supplementary programs for bond
duration calculation, loan amortization, and
more. (Edward C. Bergen) (Reg.Fee: $49)
IRA_CALC.ZIP Yes 2614 5/29/1989
IRA-Calc calculates the future value of IRA
payments. (Reg.Fee: $?)
JOUR166.ZIP Yes 152537 6/12/1994
I'm No Accountant 1.66 is a set of accounting
templates for use with Lotus 1-2-3. It
features templates for income tracking,
salary computation, bank account
reconciliation, and more. (Willis E. III
Howard) (ASP) (Reg.Fee: $30)
KFPLAN1.ZIP Yes 624561 6/23/1994
FPlan-Kwik Financial & Retirement 1.0 is a
personal financial and retirement planner.
Analysis subjects available are budgeting,
net worth, economic assumptions, education
funding, retirement plan, capital needs,
estate preservation, and income protection.
Features include mouse support, tutorial with
printable check list, comprehensive data
guides and more. Requires a hard disk with 1
MB of free space. (Ron Kline) (ASP)
(Reg.Fee: $20)
KUPFER.ZIP Yes 564489 1/30/1994
Kupfer Business Programs is a collection of
16 financial and statistical business
functions. Some of the topics covered
include, accounting, asset management, labor,
inventory, recovery cost comparison, a
combination Income and cash flow analysis
projection for a company for a five year
period, budget analysis, and more. (Robert E.
Kupfer) (Reg.Fee: $6-$20)
LAZYLED.ZIP Yes 171295 1/17/1994
Lazy Ledger 1.0 keeps track of your home or
business accounts. It can give you instant
monthly or year-to-date totals of each
account. Requires VGA. (Duchek Computer
Services) (Reg.Fee: $30-35)
LB203.ZIP Yes 196806 8/2/1994
LaserMax Check Maker 2.03 lets you print
MICR-encoded checks at a fraction of the cost
of commercially printed checks. Standard
blank check stock is used in an HPLJ+
compatible printer. Multiple bank accounts
are supported. (LaserMax Software, Inc.)
(Reg.Fee: $49)
LMYM21.ZIP Yes 211040 5/5/1994
LaserMax for Managing Your Mon 2.10 prints
MYM checks using a HP PCL Laserjet compatible
printer. Checks are printed on blank check
stock for a fraction of the cost of
preprinted checks. Signatures and logos can
be printed on checks. It is compatible with
both the HP and CHEQsys MICR encoding systems
and comes with the Elfing MICR soft font.
(LaserMax Software, Inc.) (Reg.Fee: $49)
LNPAY21.ZIP Yes 310362 8/2/1994
LoanPmt 2.1 generates loan calculations and
displays amortization and loan comparison
tables. (Data Language Systems) (Reg.Fee: $25)
LOAN20.ZIP Yes 71168 8/27/1993
Home Loan Diary 2.0 is a home mortgage diary
and amortization schedule calculator.
(Reg.Fee: $?)
LOAN443.ZIP Yes 46720 8/29/1993
LoanValu 4.43 is a loan calculation program.
It will find missing elements and lets you
compare loan rates. (C. William Hodgson)
(Reg.Fee: $25)
LOANACCL.ZIP Yes 126450 1/6/1994
Loan Accelerator 1.05 shows the savings that
occur when extra or oversized payments are
made on a loan. (Compuloan) (Reg.Fee: $?)
LOANDBM.ZIP Yes 95608 7/15/1990
Loan_db_Manager 2.3 is a loan analysis
program. It has a pop-up calculator, equity
calculation, and two-loan comparison. It has
a very slick, smooth integrated interface and
is easy to use. After you input the
information into a loan database, you can
request a variety of reports, including
Yearly Amortization Schedule, Cost of Loan,
Equity vs. Balance, Rate Comparison, and
Prepayment Analysis. (Soft Solutions)
(Reg.Fee: $25)
LP203.ZIP Yes 200888 8/2/1994
LaserMax for Pacioli 2.03 produces complete
checks using blank check stock and any HP
LaserJet+ compatible printer, Pacioli 2000.
Seven types of checks can be printed
including Pacioli and Quicken Laser styles.
This package includes the Elfring MICR soft
font, support for the HP MICR system, and
laser generated signatures and logos.
(LaserMax Software, Inc.) (Reg.Fee: $49)
LQ203.ZIP Yes 216662 8/2/1994
LaserMax for Quicken 2.03 prints MICR encoded
checks for Quicken using blank check stock
and an HP LaserJet+ compatible printer.
(LaserMax Software, Inc.) (Reg.Fee: $49)
MB150.ZIP Yes 331108 5/10/1994
Money & Banks 1.5 is a personal banking
manager. (RCCO Research) (Reg.Fee: $23)
MFS3X3.ZIP Yes 275547 1/5/1994
Married Filing Status Analysis 3.3 analyzes
the advantage of filing joint or separate tax
returns, the impact of the so-called marriage
penalty, and other tax filing situations
related to marriage, separation or divorce.
(Michael T. Wing) (Reg.Fee: $8)
MFTRAK36.ZIP Yes 320984 10/11/1994
Mutual Fund Tracker 3.6 uses 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 graphs, reports,
select trend or buy, sell and hold signals,
graph pictures on disk, auto-update and more.
Requires 640K RAM. (Watkins Enterprises)
(Reg.Fee: $30)
MKT_CHRT.ZIP Yes 127118 1/29/1994
Market Chartist 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. (D.L. Voiles) (Reg.Fee:
$20)
MKTCHART.ZIP Yes 149482 2/4/1994
Market Charter performs technical analysis
on a wide variety of stock or stock index
price data files. Requires VGA and a mouse.
(Allen Edwall) (Reg.Fee: $50)
MKTEDGE1.ZIP Yes 212017 1/29/1994
MarketEdge 1.0S 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. (William M. Mason) (ASP)
(Reg.Fee: $39)
MKTEDGE2.ZIP Yes 324340 1/29/1994 See MKTEDGE1.ZIP
MKTEDGE3.ZIP Yes 69000 1/29/1994 See MKTEDGE1.ZIP
MLRCHK30.ZIP Yes 190087 7/28/1994
My Little Realm's Checking 3.0 is a part of
the "My Little Realm" series of inventory
programs. This module will help you keep
track of your checking account. Requires 640K
RAM. (John Lee Salisbury) (ASP) (Reg.Fee: $25)
MOFC.ZIP Yes 209309 1/17/1994
My Own Financial Consultant 1.0 provides help
for comparing different loan rates and
depreciation procedures for acquiring assets.
It features mortgage rate comparisons, an
amortization schedule, compound interest
calculations, loan analysis, and more.
(Eastern Digital Resources) (Reg.Fee: $25)
MOMONY01.ZIP Yes 133648 10/20/1993
MakeMoney 1.01 tells how to save money and
invest it in paying off mortgages. A primer
is included on becoming totally financially
free. Requires 640K RAM, VGA, and 800K of
hard disk space. (Michael Mathiesen)
(Reg.Fee: $17)
MONEY.ZIP Yes 30364 5/29/1989
Money Manager is a simple checkbook program
for recording checking account transactions
and reconciling bank balances. Offers
password protection and allows searching for
checks. (Joseph M. Albanese) (Reg.Fee: $?)
MORCOMP.ZIP Yes 243668 4/27/1994
Mortgage Reduction Strategies 1.03 is a
professional, mortgage comparison system. It
will amortize any loan or mortgage with a
basic regular payment schedule. It allows
unlimited alternate schedules such as
biweekly, monthly with quarterly extra
payments, monthly with annual extra payments.
It displays costs of up to five 30-year
mortgages in parallel columns. (Bottom
Line Software, Inc) (Reg.Fee: $80)
MORTACCL.ZIP Yes 96914 1/29/1994
Mortgage Accelerator makes it easy to
analyze different ways of accelerating
mortgage payments. (Reg.Fee: $15)
MORTCALC.ZIP Yes 15950 5/29/1989
Mortcalc displays four windows in which to
perform different types of mortgage
calculations: mortgage payments, mortgage
amount, present value and future value.
(Telemacus Software Associates) (Reg.Fee: $?)
MORTCOMP.ZIP Yes 209876 1/29/1994
Mortgage Comparison Strategies compares up
to five mortgages or one mortgage with four
reduction strategies on one page. It handles
all the popular prepayment plans, and reports
the total cost and relative savings. (Bottom
Line Software, Inc) (Reg.Fee: $80)
MORTGAG.ZIP Yes 48649 1/11/1994
Mortgage Analyst 1.0 provides analysis of
normal, extra payment and fixed principal
mortgages. It will determine the mortgage
payment amount, find unknown variables, such
as principal, interest, terms, etc., and
determine the effective interest rate per
year. (Sebastian J. Palack) (Reg.Fee: $15)
MORTMGR.ZIP Yes 64718 7/9/1990
Mortgage Manager 1.1 is a financial program
for personal recordkeeping of mortgage and
escrow accounts. It will track up to 99
mortgage accounts per year, and will print
reports on payments, interest/principal,
principal balance, current escrow amount,
yearly interest paid (for tax purposes),
total amount of interest paid to date, and
various lender information. (William Baum)
(Reg.Fee: $35)
MORTPLAN.ZIP Yes 73061 1/30/1994
Mortplan is a comprehensive mortgage
amortization and analysis program. In
addition to displaying normal amortization
schedules to the screen or printer, it will
perform comparisons of rates vs amounts and
years vs rates. It will also allow you to
adjust your loan amortization schedule for
additional payments of either a regular extra
amount or for one-shot extra payments.
(Mustang Software, Inc.) (Reg.Fee: $56)
MRKTPLUS.ZIP Yes 304284 1/29/1994
MarketPLUS 2.1 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. (Mike & Cone,
Roy Fox) (Reg.Fee: $90-$150)
MRKTSRCH.ZIP Yes 216470 6/14/1993
MarketSearch 3.2 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. (Data Management) (Reg.Fee: $45)
MRT200.ZIP Yes 220532 4/25/1994
Mortgage Analyzer 2.00 lets you do
amortization schedules. Requires 512K RAM and
hard drive with 500K free disk space.
(Michael D. Jones) (ASP) (Reg.Fee: $28)
MUTF_MGR.ZIP Yes 83341 1/29/1994
Mutual Fund Manager 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.
(DenverData, Inc.) (Reg.Fee: $49)
MUTFSCOR.ZIP Yes 141035 1/29/1994
Mutual Fund Scorecard 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. (Softkey Systems)
(Reg.Fee: $20)
MUTUAL.ZIP Yes 93726 9/13/1994
Mutual 1.0 converts screens of fund data
captured using Money Magazine's FundWatch
Online so the data can be analyzed off-line.
(Signet Software) (Reg.Fee: $8)
MYM2QKN.ZIP Yes 36112 9/17/1993
MYM2QKN 2.01 converts data from Managing Your
Money (versions 7.1 or higher) to Quicken for
Windows. (Charles E. III Jackson) (Reg.Fee:
$10-$15)
MYMWORTH.ZIP Yes 87790 1/30/1994
MYMWorth lets you compare changes in net
worth using the data in your Managing Your
Money files. The program is coded in Clippe
and the PRG files are included. (Robert Fuld)
(Reg.Fee: $0)
MYQ200.ZIP Yes 199032 7/4/1993
MYMIQ 2.0 lets you import stock quotes from
Prodigy Services. It's designed to be used by
Managing Your Money users for updating the
prices in their investment accounts.
(Philippe Rabergeau) (Reg.Fee: $24)
NEEDS2.ZIP Yes 188043 8/9/1994
Needs2/Confronting All Your Needs 2.1 is a
motivational and inspirational tutorial about
personal financial freedom. Requires 640K RAM
and 600K disk space. (David Johnson) (ASP)
(Reg.Fee: $11)
NETWORTH.ZIP Yes 124913 11/8/1993
Networth Calculator calculates your net
worth. (Aquinist Associates) (Reg.Fee: $3)
OPPL26.ZIP Yes 197159 11/16/1994
OWL Portfolio Price Loader 2.6 updates prices
using current or historical price quotes
captured from on-line services. Requires Owl
Personal Portfolio Manager version 4.0+
(available from PsL). (Otto-Williams Ltd.)
(Reg.Fee: $15)
OPPM60B.ZIP Yes 345221 10/21/1994
OWL Personal Portfolio Manager 6.0b 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. (Otto-Williams Ltd.) (Reg.Fee: $45)
P2Q_CON.ZIP Yes 31829 1/18/1992
P2Q-Con 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 from PsL.
Quicken for Windows is also supported. (Peter
Loveall) (Reg.Fee: $10)
PAGWAT.ZIP Yes 173495 8/2/1994
PagWat 1.3 will monitor CompuServes's
BasicQuote and send targeted stock market
data to a pager when the preset threshold
values are met or exceeded. Requires a Hayes
compatible modem with minimum speed of 2400
baud. (Livio Lascu) (Reg.Fee: $0)
PAYPLUS.ZIP Yes 189414 5/2/1992
PayPlus 5.06 automates the task of paying
your monthly bills. It keeps a database of
vendors and payment history. It also prints a
list of bills by due-date, allows tagging of
bills for payment, and prints checks. (Greg
Smith) (Reg.Fee: $25)
PC_STOCK.ZIP Yes 128542 1/31/1994
PC-Stock 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 included. The
program supports up to 10 moving averages.
Also included is STOCK MARKET ANALYSIS which
allows you to plot stock analysis graphs on a
printer. (Charles Overton) (Reg.Fee: $?)
PCA120.ZIP Yes 90082 5/20/1994
PC Allowance 1.2 lets you teach your children
about money management by letting you set up
books to be their "banker". Saving money is
rewarded by compounding interest on money
saved. You can make deposits, withdrawals and
mock checks. It automatically accrues a set
weekly allowance, performs compound interest
calculations, publishes account statements
and makes loans. The program works like an
automatic teller machine, except that it
prints out a check which the child then
presents to the parent for payment (John H.
Byrd) (ASP) (Reg.Fee: $34)
PCBTOOL.ZIP Yes 192623 4/3/1992
Personal Budget Tools 2.35 provides an
analysis of your expenses. It is designed for
those who want to plan ahead to make sure
that they have money set aside to meet their
short-term needs, but who do not want to
spend a lot of time and effort on a full home
accounting system. Our experience has been
that the time spent on a full home accounting
system can pay for itself in the long run, so
we recommend one for those who have the time
and self-discipline to keep it up to date.
For everyone else, PBT is the next best
thing. It gives you a one-page overview of
your financial situation. A month-by-month
analysis shows the minimum amount which you
must have in short-term savings to meet your
annual obligations; the bills coming due in a
given month; and how to allocate your funds
to meet them. In case outgo exceeds income,
the program includes an installment loan (as
well as mortgage) analysis section. (Tom
Rickenbacker) (Reg.Fee: $25)
PCBUDGET.ZIP Yes 289558 1/21/1994
PCBudget 2.6a is a complete home financial
management package. The menu-driven features
include Transaction lists, Net Worth, Income
and Expenses, Amortization schedules,
Accumulation schedules, Reconcile Accounts,
Mailing Lists, Cost/Cash/Profit Budgets, Bar
Graphs, Mouse support, Pop-up Calculator and
Calendar, Automatic transaction entry, Income
Tax estimator, Payment Reminders, Check
Printing, and more. Hard disk recommended.
This is a very comprehensive package. Lots of
on-line help make getting started easy.
(ProLogic Software and Services) (Reg.Fee:
$37)
PCC15.ZIP Yes 344531 7/14/1993
PC-Chart for HG/CGA 1.5 contains a
comprehensive set of technical analysis tools
to help you determine when to buy and sell
stocks and commodities. It can download
quotes from GEnie and CompuServe. (Gene
Quong) (ASP) (Reg.Fee: $108)
PCE15.ZIP Yes 335398 7/14/1993
PC-Chart for EGA 1.5 contains a comprehensive
set of technical analysis tools to help you
determine when to buy and sell stocks and
commodities. It lets you download quotes from
GEnie and CompuServe. (Gene Quong) (ASP)
(Reg.Fee: $106)
PCLOAN.ZIP Yes 278224 4/27/1994
PCLoans 5.10 is a loan calculation and
amortization schedule program for those with
advanced needs. Requires 512k memory.
(Bottom Line Software, Inc) (Reg.Fee: $79)
PCLOAN5.ZIP Yes 241839 9/14/1993
PC-Loans 5.09 is a loan calculation and
amortization schedule program for those with
advanced needs. The program has pull-down
menus and context-sensitive pop-up help
screens. It includes special calculations for
Canadians. Schedules can be customized to pay
any amount of interest or principal on any
date, interest only, principal only or
balloon payments. You can generate schedules
with 1,2,3,4,6,12,13,24,26, or 52 payments
per year and add an extra ("bonus") payment
schedule to a primary mortgage. A loan
calculator will let you play "what-if",
calculate the results of unscheduled
prepayments and balloon payments, and will
perform REG Z compliance tested APR
calculations, including points. Printed
reports can be completely customized.
Requires 512k; we first started it with less
(because of TSR's) and it aborted back to DOS
in the middle of data entry when we tried to
bring up a help screen. The files on this
disk are archived and require 550k of free
disk space to dearchive. . (Bottom
Line Software, Inc) (Reg.Fee: $79)
PERFCNTS.ZIP Yes 623497 10/12/1993
Perfect Cent$ 5.0s is a home office
management system. It features a checkbook
manager, pop-up calculator, appointment
reminder, and inventory database management
system. It also has loan amortization and net
worth calculation programs. (Wm. R.
Colby-Newton) (Reg.Fee: $15)
PF2_20_A.ZIP Yes 288888 2/16/1994
Personal Finances 2 4.03 is a home accounting
system which is designed to operate like the
standard method of keeping books and ledgers.
It has support for the TXF tax information
interchange file format, enabling users to
transfer data to tax preparation programs.
(Bruce W Landeck) (ASP) (Reg.Fee: $39)
PF2_20_B.ZIP Yes 362038 2/16/1994 See PF2_20_A.ZIP
PF2_20_C.ZIP Yes 392103 2/16/1994 See PF2_20_A.ZIP
PFP.ZIP Yes 52469 11/26/1990
Personal Financial Planner is a financial
planner for loans, mortgages, investments,
and budgets. Financial analysis programs are
one of the types of software that we see tons
of every month and rarely add new ones unless
they are particularly good. This one is. For
example, the home loan analysis section takes
into account the sale of your old house,
closing points, insurance and taxes on the
new house, and even the agent's commission on
your old house. Data can be saved and
recalled and easily changed. (World's Finest
Software) (Reg.Fee: $0)
PFROI39B.ZIP Yes 346007 1/6/1994
PFroi 3.9b 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.
(TechServe, Inc.) (Reg.Fee: $33-43)
POINT.ZIP Yes 30364 4/15/1994
Points 2.0 helps determine if a borrower
should buy points on a loan in order to
reduce the interest rate on the loan. It
determines exactly how much money is being
spent on interest payments each month of your
loan in both cases. (Property Statistics Co.)
(Reg.Fee: $5)
PORT_MGR.ZIP Yes 298577 1/29/1994
Portfolio Manager 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. (Soft Key Systems) (Reg.Fee:
$18)
PORTMGR1.ZIP Yes 288662 2/8/1994
Portfolio Manager 4.5 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. (Steven C. Hane) (ASP)
(Reg.Fee: $49)
PORTMGR2.ZIP Yes 269797 2/8/1994 See PORTMGR1.ZIP
PORTMGR3.ZIP Yes 291207 2/8/1994 See PORTMGR1.ZIP
PORTWRTH.ZIP Yes 29081 1/31/1994
Portworth is a set of applications programs
that you can use for monitoring and
evaluating your stock portfolios. The
programs are in BASIC and are recommended
only for people wishing to modify or write
their own programs. (Reg.Fee: $0)
PRO93S.ZIP Yes 418291 1/2/1994
PRO93S .93 is a 1993 income tax preparation
program which contains 52 IRS approved tax
forms and worksheets suitable for doing your
tax return. (F. Roland Bjorklund) (ASP)
(Reg.Fee: $52)
PRS202.ZIP Yes 169862 7/4/1993
Pro$tock 2.02 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.
(Phillippe Rabergau) (ASP) (Reg.Fee: $35)
PTAX93.ZIP Yes 106232 1/7/1994
Patterson's 1993 Quick Tax Calculator is a
one-screen 1993 Federal income tax
calculator. It uses all new rates and gives
warnings when IRS thresholds are exceeded.
You can easily change amounts to play
what-if. (John B Patterson) (Reg.Fee: $7)
PTCASH.ZIP Yes 263065 5/20/1994
Power Till - Cash Book keeps track of your
finances. Features: multiple accounts, a
budget facility and the ability to create and
print reports. (T.G. Pistorius) (Reg.Fee:
$20)
PTRUST.ZIP Yes 269235 11/14/1994
The Pure Trust as an Asset Protection Vehicle
1.0 explores the use of the Pure Trust to
preserve assets and maintain privacy. Topics
include how to set up and run a trust, a
trust as a business, and exhibits showing the
financial advantage of the Pure Trust verses
a will. (Paradigm Publishing) (Reg.Fee: $10)
QCHECK.ZIP Yes 280588 2/1/1994
Qcheck 3.7 is a simple checkbook recording
and reconciliation program. It can export to
a file for use with an electronic spreadsheet
such as Lotus and Quattro. There is a pop-up
calculator, calendar functions, programmable
function keys for Pay-To, support for a
running balance, and on-line help. (Creative
Resources) (Reg.Fee: $35)
QCHECK3.ZIP Yes 323054 1/26/1994
Qcheck3 7.22 is a simple checkbook recording
and reconciliation program. (Creative
Resources) (Reg.Fee: $35)
QKVALU.ZIP Yes 127232 8/2/1994
Qkvalu Plus 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. (David Crenshaw) (Reg.Fee: $20)
QMU320.ZIP Yes 111898 7/4/1993
QMU 3.20 will update stock prices in your
Quicken investment account program using
Prodigy Online Services. (Phillippe Rabergau)
(ASP) (Reg.Fee: $24)
QOTIN.ZIP Yes 87700 1/29/1994
Qotin 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.
(Leonard B. Abbey) (Reg.Fee: $0)
QPACS32.ZIP Yes 61058 1/17/1994
Quick Personal Accounting System 3.2 is a
multi-featured checkbook program. It lets you
record checks, deposits, interest and bank
charges for up to five different accounts.
Entries can be assigned two-digit category
codes. Budgets can be set for categories and
compared to actual amounts. Transaction and
balance reports can be printed or displayed
on screen. A checkbook balancing routine is
included. Features also include the ability
to record and track assets, liabilities and
investments; a federal income tax estimator;
net worth calculation and printout, and an
index card file which can be printed on
labels or rotary index cards. (Richard A
Williams) (ASP) (Reg.Fee: $22)
QTAX08.ZIP Yes 131266 5/11/1994
QuickTax 1.08 maintains up-to-date
information on your total expected tax
liability for the year. NEW: all new tax law
changes for the 1994 tax year; many new tax
saving tips. (Donald R. Bates) (ASP)
(Reg.Fee: $23)
RETIRE20.ZIP Yes 138529 8/29/1994
Retire 2.0 estimates social security and
federal retirement benefits. Includes savings
and debt reduction plans, financial tools and
more. (John B Patterson) (Reg.Fee: $10)
RETIREQM.ZIP Yes 118649 1/27/1994
Retirement Quick-Monitor calculates and
displays on one screen the savings necessary
to retire at any age between 30 and 90 for
any interest and inflation rate combination.
The program is fast and easy to use,
prompting you for your current income and
expenses and estimated percentage of expenses
expected to be incurred after retirement.
(Rod Hoisington) (ASP) (Reg.Fee: $35)
RETPLAN.ZIP Yes 18716 6/26/1987
RetPlan lets you plan for your retirement.
You enter the number of years until
retirement, amount of annual savings,
interest rate, amount you wish to withdraw
each year, expected inflation and tax rates,
and it prints tables to the screen showing
how many years your savings will last. (Lee
Bartow) (Reg.Fee: $?)
RIFF.ZIP Yes 311723 2/2/1994
R. I. F. F. 2.0 will forecast future
retirement income. (Charles Henry) (Reg.Fee:
$17)
SAGETRDR.ZIP Yes 70069 1/31/1994
Sage Trader 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. (Sage Systems) (Reg.Fee:
$50)
SAM1.ZIP Yes 130130 1/17/1994
Savings Account Management 1.0 helps you
manage your savings account. It keeps current
information of accounts, interest earned,
etc. It also generates reports listing all
transactions and deposits within specified
dates, transactions with same budget
category, annual income reports, and more.
(Marilyn Price) (ASP) (Reg.Fee: $25)
SCTA.ZIP Yes 109916 1/31/1994
Stock Charting and Technical Analysis 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.). (Ted M. Young)
(Reg.Fee: $10-$20)
SDDEMO.ZIP Yes 41336 7/22/1994
Shorten Debts Demo 5.0 is a demo of a program
for analyzing your debts. (Richard S
Haseltine) (ASP) (Reg.Fee: $0)
SECTRAK.ZIP Yes 161310 1/31/1994
Security Trak 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. (Everett
G. Collins) (Reg.Fee: $39)
SECURAN.ZIP Yes 31508 12/18/1989
Security Analyst 2.50A 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. (Donald Rosenberger)
(Reg.Fee: $15-$20)
SMC.ZIP Yes 320638 10/17/1992
Stock Manager & Quotes Conversion 1.4C
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. (Signet Software)
(Reg.Fee: $12)
SMFRCAST.ZIP Yes 309664 1/29/1994
Stock Market Forecast 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. (Ron West) (Reg.Fee: $31)
SMTIMER.ZIP Yes 307980 1/29/1994
Stock Market Timer 3.0 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. (Hidden Valley
Software) (Reg.Fee: $31)
SOLVE_IT.ZIP Yes 522016 1/30/1994
Solve-It 4.2s is an excellent financial
analysis program. It features loan
amortization with regular, biweekly or
adjustable rate payments. It will let you
save and recall data. One drawback is that
when entering accelerated payments, the
program assumes that payments are accelerated
for the rest of the loan; you cannot enter
whatever extra amount you happen to add to
the payment each month. SolveIt also
calculates the remaining balance at any point
of a loan. When displaying an amortization
table, you can select any year and have it
quickly displayed. Help screens are available
at every step. Other financial analysis
functions include Finance, such as
Future/Present Value and Purchasing Power;
Depreciation, including straight-line,
declining balance and sum-of-years-digits;
General Business; Real Estate; Net Worth
balance sheet; Budget and more. The program
is very fast and easy to use. (Karl Thompson)
(ASP) (Reg.Fee: $50)
SPRM41.ZIP Yes 135704 8/30/1994
Stock Portfolio Record Manager 4.1 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. (Robert Gellman) (Reg.Fee: $25)
STAX1994.ZIP Yes 286674 12/21/1994
Share-TAX/1040 1994 computes and prints out
a complete tax return from the information
you input. It can print an IRS approved tax
return on either a laser or dot matrix
printer. Share-TAX/1040 displays the forms on
the screen and all you have to do is enter
the raw numbers. The program calculates
totals and carries them forward to the
appropriate forms. Forms supported include
1040, A, B, C, D, E, EIC, F, R, SE, 2106,
2210, 2441, 3903, 4137, 4562, 6251, 8606,
8615, and worksheets. (Stanley E Bammel)
(ASP) (Reg.Fee: $21)
STAX93.ZIP Yes 292678 1/3/1994
Share-TAX/1040 1993 2.1 computes and prints
out a complete tax return from the
information you input. It can print an IRS
approved tax return on either a laser or dot
matrix printer. Share-TAX/1040 displays the
forms on the screen and all you have to do is
enter the raw numbers. The program calculates
totals and carries them forward to the
appropriate forms. Forms supported include
1040, A, B, C, D, E, EIC, F, R, SE, 2106,
2210, 2441, 3903, 4137, 4562, 6251, 8606,
8615, and worksheets. (Stanley E Bammel)
(ASP) (Reg.Fee: $21)
STK200.ZIP Yes 202587 1/14/1994
Stock Analyst 2.0 is a stock analysis
program. Features include buy/sell analysis
of stocks, line, bar, p&f charts, room for up
to 1,500 stocks with 32,000 prices each, and
more. We found the program's input to be
cumbersome and to have poor error
recovery/trapping, but the graphs and
analysis are worth a look. (Ian Pascoe-Webbe)
(ASP) (Reg.Fee: $60)
STKPLOT.ZIP Yes 76993 5/28/1989
Stkplot 3.0 will take stock data downloaded
from CompuServe or GENIE and plot it to your
screen. (C-Soft, Inc.) (Reg.Fee: $10)
STKPRICE.ZIP Yes 84061 9/5/1993
StkPrice lets you enter, save, and plot
stock prices. It will also display prices in
tabular format. The interface is somewhat
crude by today's standards, but the program
is functional and easy to use. (Albert
Feller) (ASP) (Reg.Fee: $24)
STKTRAKR.ZIP Yes 86219 1/31/1994
StockTracker 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. (The Lotus Connection) (Reg.Fee:
$80)
STOCKS1.ZIP Yes 119912 12/16/1994
Making it in the Stock Market Using Option
Strategies is an introduction to investing
in the stock market using options to limit
your risk and maximize your returns. (Michael
Mathiesen) (Reg.Fee: $0)
STOKTRAK.ZIP Yes 622361 1/31/1994
StockTrack 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. (Frederick Barthelme) (Reg.Fee: $?)
STOKTRAX.ZIP Yes 342874 1/31/1994
StokTrax 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. (C. E. Raymond)
(Reg.Fee: $45)
SYMDEX.ZIP Yes 154968 2/6/1994
Symdex 1.0 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. (Technical Solutions) (Reg.Fee: $20)
TAX93S.ZIP Yes 351764 4/14/1994
Tax93 0.93 aids in preparing 1993's Form 1040
and any of 26 supporting schedules. (F.
Roland Bjorklund) (ASP) (Reg.Fee: $32)
TAXBREAK.ZIP Yes 83093 11/2/1994
101 Perfectly Legal Tax Wise Strategies 1.0
lists 101 tips for saving money at tax time,
including withholding, deductions, tips for
homeowners, investments, IRS strategies, and
more. (Adam Starchild) (Reg.Fee: $0)
TAXSOR_F.ZIP Yes 168629 8/31/1993
Tax-Sort 1.f organizes income and expense tax
data. Data is organized into categories for
easy preparation of US or State tax forms. A
mileage module keeps track of tax deductions
for those who use their car for business.
Requires 512k RAM and a hard drive. (D. L.
Hughes) (Reg.Fee: $24)
TBILLSYS.ZIP Yes 104267 2/2/1994
TBill System 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. (Hans J. Boeck)
(Reg.Fee: $30)
TECHTRDR.ZIP Yes 142890 1/31/1994
Tech_Trdr 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+. (John E.
Eklof) (Reg.Fee: $35)
TFM393.ZIP Yes 417603 6/22/1994
The Feeling's Mutual 3.11 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. Requires 640K
RAM and a hard drive with 400K free space.
(Stu James) (ASP) (Reg.Fee: $25-60)
TI123.ZIP Yes 173950 8/11/1994
Total Investor 2.1 is an integrated portfolio
management and technical analysis template
for use with Lotus 1-2-3 ver. 2.01+ and QPRO
(V4 and earlier). The program keeps track of
securities and transactions, charts stocks,
and helps make trading decisions based on
technical indicators. Requires 640K of
memory, and a graphics dispay. (William L
Hughes) (ASP) (Reg.Fee: $35)
TICKER.ZIP Yes 68023 5/18/1994
Ticker 2.9 produces scripts for automated
downloading of current quotes from
CompuServe's BASICQUOTE with Procomm. It
calculates both individual and overall gain
and loss. Downloaded data is shown on screen,
and in printout, plus it is archived in files
by date. (Leonard B. Abbey) (Reg.Fee: $0)
TICKR.ZIP Yes 57806 1/18/1992
Ticker 2.4 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. (Leonard B. Abbey)
(Reg.Fee: $0)
TLA_FM.ZIP Yes 148510 1/18/1994
The Living Assistant - Financial Module 0.5
is a checkbook, savings and budget management
program which can handle multiple accounts.
(Custom Computer Systems Inc.) (Reg.Fee: $35)
TMN314.ZIP Yes 145408 8/23/1994
TMoney 3.01 will calculate the costs involved
in finding the present or future value of a
single payment, help meet your savings or
retirement goals, and the amount of money
needed to support future withdrawals over a
specified period of time. (Gale R. Horst)
(Reg.Fee: $24)
TRACUTIL.ZIP Yes 567915 10/18/1994
The Tracker Utilities 1.0 is a set of tools
for use with The Mutual Fund Tracker and The
Wall Street Tracker. It features a menu
system for running both programs, creating
graphs from data found in the tracker
programs, sorting graphs by name or date, and
copying stocks or funds from one data set to
another. It also includes a composite average
calculator for manipulating data downloaded
from Prodigy, CompuServe, America Online, or
Stock-Watch. It will automatically calculate
the mutual fund composite average used by The
Mutual Fund Tracker. (D. A. Watkins)
(Reg.Fee: $0)
TRANSTOK.ZIP Yes 104523 1/29/1994
Transtok 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.
(StockBridge Software) (Reg.Fee: $?)
TREEBASE.ZIP Yes 322459 1/29/1994
TreeBased is a unique accounting program for
home and small businesses. What makes
TreeBased unique is its user interface, which
is a mix of a spreadsheet, outliner, and
checkbook. The main screen, is built around a
financial statement display with the
categories on the left and three
user-selectable time periods (months, days,
weeks, quarters, etc) in the columns. Like a
spreadsheet program, you can scroll the
columns. Like an outlining program, when you
select a category, a box pops up showing
detail of the accounts in it. Because of this
visually nested approach to subaccounts, we
feel that it is easier to set up and follow
subaccounts in TreeBased than any other
accounting program we've seen. In contrast,
Quicken's subaccount approach seems
completely muddled. (Jonathan and Matt Berry)
(Reg.Fee: $44)
ULTCKBK.ZIP Yes 32509 5/29/1989
UltCkbk is a well-designed one-screen,
easy-to-use checkbook recording and
reconciling program. (H&M Software Design)
(Reg.Fee: $?)
ULTRACCT.ZIP Yes 1367610 1/13/1994
Ultra/Easy Accounting is an easy to use
accounting package. Requires FoxPro. (Ultra
Soft/Development Co.) (Reg.Fee: $?)
ULTRACHK.ZIP Yes 143014 1/5/1992
Ultra-Check is a personal and small business
checkbook and expense ledger program. This is
one of the top-rated home accounting programs
in the library by our criteria. Its main
strength is its simple user interface.
Everything except generating reports is done
from the same screen. UC uses a full-screen
check register approach for entering and
editing entries. Recurring entries can be
created or recalled while entering
checks/deposits. UC's report section also has
a sparse look to it, but can be easily
changed to generate different types of
reports with minimum fuss. The date format is
selectable, and checks can be printed with up
to 99 different formtats available. There is
an expanded on-line help system, a built-in
backup utility, password protection, and much
more. There are no real problems with
Ultra-Check. The only limitations seem to be
those dictated by the simple design of the
program (eg: it gives you maybe 95% of the
features of some other programs with maybe 5%
of the com% of the com (Jon Kolstad)
(Reg.Fee: $40)
URAR50.ZIP Yes 113667 11/19/1993
Uniform Residential Appraisal Report 5.0
helps potential home buyers complete the
Uniform Residential Appraisal Report required
by FHA, VA, Fannie Mae, Freddie Mac, and
FmHA. (Calvin E. III Flint) (Reg.Fee: $1-50)
VARIN59F.ZIP Yes 207141 6/3/1994
Variable Investment Analyst 5.9f 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. (William H.
Baldwin) (ASP) (Reg.Fee: $15)
VNSTOCK.ZIP Yes 165474 9/13/1994
Stock Trader Management 1.01 is a stock
trading management program which is very easy
and efficient to use. The main screen
displays your list of stocks with their most
recent high, low, and closing prices,
volumes, and 52-week highs and lows. Press
Enter while on a stock's line to bring up
historical quotes for that stock. Daily
quotes and new stocks can easily be added,
edited and deleted. (Viet Q. La) (Reg.Fee: $5)
WADDELL.ZIP Yes 291500 2/2/1994
Waddell Finance is a set of financial
analysis programs. The user interface is
fairly primitive, but the functions performed
are worthwhile. Fin499 calculates the value
of stocks and bonds. It also calculates
interest saved by early payoff of a loan. Biz
1.1 calculates the value of a business via
ratios such as liquidity, asset management,
debt management, profitability and market
value. Finance 1.1 is a financial retirement
planner for professionals. It provides
ascending and level investment schedules.
Life insurance needs are also estimated.
(James Waddell) (ASP) (Reg.Fee: $25 each)
WALLST71.ZIP Yes 338104 10/18/1994
The Wall Street Tracker 7.1 analyzes key
indices and compares moving averages, against
each other and the current price to determine
when to buy or sell stocks. You can define
the moving averages and compare what-if
results based on your investment objective.
Features include automatic updating through
online services, such as Prodigy, CompuServe,
and America Online, a variety of graphing
options, report generating, and more. (The
Wall Street Tracker) (Reg.Fee: $35)
WALLSTR.ZIP Yes 231846 8/27/1993
Wall Street-The Bottom Line 6.0 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. (Dan M. Schell)
(Reg.Fee: $49-$59)
WFUND5.ZIP Yes 258086 12/15/1993
FundExpert 3.5 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.
(George R. Cotten) (Reg.Fee: $40)
WHYSWIS2.ZIP Yes 59910 7/22/1994
The Swiss Money Book 2.0 is a tutorial on
using Swiss banks for investing and deposits.
Topics include Swiss Withholding Taxes,
Discretionary Accounts, Gold Investing The
Swiss Way, The Use of Tax Havens, and more.
(Adam Starchild) (Reg.Fee: $0)
XPRSCHEK.ZIP Yes 247583 7/25/1994
ExpressCheck 4.04 is a checkbook management
program. Screens look like actual check and
deposit slips. Features include up to 90
different accounts, 200 budget categories,
check printing in any format, automatic bill
reminder system, many reports for budget
categories, check register and more. (David
Berdan) (ASP) (Reg.Fee: $45)
YOUR_STK.ZIP Yes 123902 2/2/1994
Your Stocks 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. (JetStream Development) (Reg.Fee:
$28)
YOURCASH.ZIP Yes 92408 11/23/1994
YourCash 1.1 is a personal checking account
program. Features include the ability to
maintain 1,000 separate accounts of up to
10,000 transactions each, automatic
debit/credit calculations, automatic
reconciliation when your statements come in,
user-defined searching and sub-listing of any
entry, graphic line analysis of spending
patterns in high-resolution video, and more.
(Rad Delaroderie) (Reg.Fee: $10)
YOURPLAN.ZIP Yes 446604 12/23/1993
Your-Plan 2.1 will help you prepare a budget
and cashflow projections. It generates many
reports and graphs that analyze income and
expenditures. The program allows for planning
credit card expenditure and payments and for
calculating interest on any outstanding
balances. Requires DOS 3.3, a hard disk or
dual drives, and 512K. (Invest-Tech Limited)
(Reg.Fee: $40)
ZILCH1.ZIP Yes 136661 3/24/1994
Zilch 1.15 generates a payment schedule to
help you get out of debt fast and save money.
You enter the financial information about
your creditors and select the month to start,
plan and pledge money. The program then
assigns a priority to each creditor, performs
its calculations and prints a payment
schedule. Separate accounts are easily
maintained within the same household.
(Michael J. Riley) (Reg.Fee: $34)