ezPAN is a Windows based tool providing financial Portfolio Performance Analysis, Backtesting and Quotes. It allows you analyze how an investment portfolio has performed over a specified time period using historical pricing information. This functionality is great for Money Managers as they can compare their prospective client's investment strategy to the one they recommend. ezPAN is also useful for back testing purposes as well. The process of testing a trading strategy on prior time periods. Instead of applying a strategy for the time period forward, which could take years, a trader can do a simulation of his or her trading strategy on relevant past data in order to gauge its effectiveness. ezPAN installs with an instrument list comprised of the following: - Over The Count Exchange (OTC). - NASDAQ. - American Stock Exchange (AMEX). - New York Stock Exchange (NYSE). - Mutual Funds. Features: - Load and save portfolios from comma separated files (CSV). - Load the top ten holdings from a specified Mutual Fund. - Compare two portfolios to each other. - Print reports. - Print charts. - Retrieve current quotes, financial ratios and calculations.
Requirements:
Microsoft .NET Framework 4.0
Limitations:
Limited functionality
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