Open Source Windows Investment Management Software

Investment Management Software for Windows

View 75 business solutions

Browse free open source Investment Management software and projects for Windows below. Use the toggles on the left to filter open source Investment Management software by OS, license, language, programming language, and project status.

  • Free and Open Source HR Software Icon
    Free and Open Source HR Software

    OrangeHRM provides a world-class HRIS experience and offers everything you and your team need to be that HR hero you know that you are.

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    Small Business HR Management Software

    Get a unified timekeeping, scheduling, payroll, HR and benefits portal with WorkforceHub.

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  • 1
    Technical analysis library with indicators like ADX, MACD, RSI, Stochastic, TRIX... includes also candlestick pattern recognition. Useful for trading application developpers using either Excel, .NET, Mono, Java, Perl or C/C++.
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    Downloads: 8,956 This Week
    Last Update:
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  • 2
    OpenBB Terminal

    OpenBB Terminal

    Investment research for everyone, anywhere

    Fully written in python which is one of the most used programming languages due to its simplified syntax and shallow learning curve. It is the first time in history that users, regardless of their background, can so easily add features to an investment research platform. The MIT Open Source license allows any user to fork the project to either add features to the broader community or create their own customized terminal version. The terminal allows for users to import their own proprietary datasets to use on our econometric menu. In addition, users are allowed to export any type of data to any type of format whether that is raw data in Excel or an image in PNG. This is ideal for finance content creation. Create notebook templates (through papermill) which can be run on different tickers. This level of automation allows to speed up the development of your investment thesis and reduce human error.
    Downloads: 14 This Week
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  • 3
    Roboquant

    Roboquant

    User-friendly and completely free algorithmic trading platform

    Roboquant is an open-source algorithmic trading platform written in Kotlin. It is flexible, user-friendly and completely free to use. It is designed for anyone serious about algo-trading. So whether you are a beginning retail trader or an established trading firm, Roboquant can help you to quickly develop robust and fully automated trading strategies. But perhaps most important of all, it is blazingly fast. Roboquant is orders of magnitude faster than most other algo-trading platforms. With historic data sets becoming more widely available and growing in size, it is important that a strategy can still be quickly developed, back-tested and optimized. If this cycle takes too long, it is nearly impossible to create high-performing and robust strategies. A lot of effort and attention went into making sure Roboquant is easy to use, especially for less experienced developers.
    Downloads: 9 This Week
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  • 4
    jGnash

    jGnash

    jGnash Personal Finance

    jGnash is a cross platform personal finance application written in Java. jGnash is a double entry system with support for multiple currencies. jGnash can import OFX and QIF files.
    Downloads: 41 This Week
    Last Update:
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    Omnichannel contact center platform for enterprises.

    For Call centers or BPOs with a very high volume of calls

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  • 5
    QuickFIX/J - Open Source Java FIX Engine
    QuickFIX/J is an 100% Java implementation of the popular QuickFIX open source FIX protocol engine. QuickFIX/J features include support for FIX protocol versions 4.0 through 4.4 and 5.0/FIXT1.1 (www.fixprotocol.org). Please note that the SourceForge SVN repo is read-only. Current repo can be found here: https://github.com/quickfix-j
    Downloads: 33 This Week
    Last Update:
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  • 6
    QuickFIX
    QuickFIX is the worlds first Open Source C++ FIX (Financial Information eXchange) engine, helping financial institutions easily integrate with each other. The SVN repository is now locked. Latest code is hosted at github. https://github.com/quickfix/quickfix
    Downloads: 34 This Week
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  • 7
    Wealthfolio

    Wealthfolio

    A Beautiful Private and Secure Desktop Investment Tracking Application

    Wealthfolio is a simple, desktop-based investment tracker. Your financial data is stored safely on your own computer Ditch the spreadsheets, forget about those pesky subscription fees, and no more worries about SaaS services playing around with your data. Forget juggling spreadsheets or compromising privacy with online apps. Choose Wealthfolio's simple, secure approach to manage your finances. Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your statements from your broker or bank. Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time.
    Downloads: 4 This Week
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  • 8
    JStock - Free Stock Market Software
    JStock - Free Stock Market Software had moved to GitHub : https://github.com/yccheok/jstock
    Downloads: 15 This Week
    Last Update:
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  • 9
    Chart Geany

    Chart Geany

    Technical analysis software

    Chart Geany is a cross platform software solution for market technical analysis and charting.
    Downloads: 20 This Week
    Last Update:
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    AI-based, Comprehensive Service Management for Businesses and IT Providers

    Modular solutions for change management, asset management and more

    ChangeGear provides IT staff with the functions required to manage everything from ticketing to incident, change and asset management and more. ChangeGear includes a virtual agent, self-service portals and AI-based features to support analyst and end user productivity.
  • 10
    OptionMatrix

    OptionMatrix

    Financial Derivatives Calculator with 168+ Models (Options Calculator)

    A real-time financial derivatives calculator supporting 168+ models from QuantLib, Financial Numerical Recipes in C++ and MetaOptions. Matrices of prices are created with iterating strikes and/or months. A strike control system can produce any strike. A generalized date engine can calculate re-occuring distances to any industry used expiration into the future. Spread engine with spread views. Models Supported: Black-Scholes, Merton-73, Black-76, Roll Geske Whaley, Garman KohlHagen, Jump Diffusion, Quanto, Vasicek Bond Option, Turnbull Wakeman Asian, TimeSwitchOption, Look Barrier, Bachelier, PartialTimeBarrier, GapOption, Extreme Spread Option, Simple Chooser, ComplexChooser, PartialFixedLB, Executive, CashOrNothing, Extendible Writer, OptionsOnOptions, BAWAmericanApprox, BSAmericanApprox, AssetOrNothing, Bisection, BAWbisection, BSbisection, Gfrench, Gcarry, Swapoption, Complex Chooser, Super Share, EquityLinkedFXO, Spread Approximation, BinaryBarrier and more
    Downloads: 17 This Week
    Last Update:
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  • 11
    Turquaz Financial Accounting is a complete double entry finance solution targeting small and medium size enterprizes with Inventory Management, accounts recievable, accounts payable, general ledger, journal, multi currency, advanced report and analysis
    Downloads: 48 This Week
    Last Update:
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  • 12
    Finance::Quote is a perl module that fetches delayed on-line stock quotes. The Finance::Quote can fetch quote from a variety of sources, including the NYSE, the ASX, and a number of European exchanges.
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    Downloads: 13 This Week
    Last Update:
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  • 13
    Qt Bitcoin Trader

    Qt Bitcoin Trader

    Secure Trading Client for most popular Bitcoin exchanges

    his software helps you open and cancel orders very fast. Real time data monitoring. Automated trading using JavaScript powered scripts. And now it supports JL Script, advanced strategy script language. More info https://forum.centrabit.com/viewforum.php?f=3 Next ToDo: 1 ) Advanced Charts 2 ) Add support to monitor many exchanges and currencies at the same time 3 ) Develop server to collect all ticker and depth data to provide single WebSocket connection for realtime data updates 4 ) Saving interface settings as Workspace Profiles [Done] 5 ) Develop mobile application to provide secure remote access to running application on desktop 6 ) Add plugins support to allow all developers attach any exchanges More information here: https://centrabit.com
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    Downloads: 7 This Week
    Last Update:
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  • 14
    QChartist

    QChartist

    Free and Open Source Technical Analysis Charting Software

    QChartist is a free and open source technical analysis charting software. Its purpose is to provide a complete set of tools to perform technical analysis on charts and data. It helps to make forecasts mainly for markets but can also be used for weather or any quantifiable data. The program is flexible and its functionalities can be easily extended. You can draw geometrical shapes on your charts or plot programmable indicators from your data. It is also possible to filter or merge data. I got a little inspired from MT4 allowing a fairly easy portability of programmed indicators from MT4 to QChartist. It is now faster and much more professional thanks to the use of a C++ layer (used mostly for calculations) over the standard Basic layer (used mostly for the GUI interface). You can use astro indicators and functions from a library for astronomical calculations. You can get real time quotations thanks to Yahoo Finance, Alpha Vantage, Tiingo, Stooq and Finnhub data sources.
    Downloads: 19 This Week
    Last Update:
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  • 15
    ExStock (Market Data in Excel)

    ExStock (Market Data in Excel)

    FREE Stock data downloader into an Excel sheet

    SORRY, the content is not yet available to download. WE ARE WORKING ON NEW AND BETTER VERSION, WHICH WILL BE ABLE SOON. TO HELP PLEASE DONATE PROJECT. https://sourceforge.net/p/kuzelamacro/donation/ Allows you to download data from the Stock Exchange into the Excel file with one click. Required just insert a symbol (YHOO, MSFT, AAPL, etc..) Contain the following information: - financial statement - balance sheet - cash flow - price history - daily summary - basic technical indicators (SMA, MACD, RSI) Key statistics: - Valuation Measures - Financial Highlights - Trading Information Please donate project via "Donate" tab and help to improve it. Thanks
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    Downloads: 6 This Week
    Last Update:
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  • 16
    Portfolio Performance

    Portfolio Performance

    Track and evaluate the performance of your investment portfolio

    Portfolio Performance: Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. Performance indicators like that True-Time Weighted Rate of Return or the internal rate of return ( Internal rate of return ) are calculated. Historical courses are automatically run by Yahoo Finance loaded or can be extracted from any HTML pages. Due to the open file format, all data is available as XML available or can be used as CSV be exported. Support for Rebalancing based on freely definable Asset allocations. With the help of the historical exchange rates of the European Central Bank ( ECB ) accounts and shares can be held in foreign currency.
    Downloads: 1 This Week
    Last Update:
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  • 17
    TradeMaster

    TradeMaster

    TradeMaster is an open-source platform for quantitative trading

    TradeMaster is a first-of-its-kind, best-in-class open-source platform for quantitative trading (QT) empowered by reinforcement learning (RL), which covers the full pipeline for the design, implementation, evaluation and deployment of RL-based algorithms. TradeMaster is composed of 6 key modules: 1) multi-modality market data of different financial assets at multiple granularities; 2) whole data preprocessing pipeline; 3) a series of high-fidelity data-driven market simulators for mainstream QT tasks; 4) efficient implementations of over 13 novel RL-based trading algorithms; 5) systematic evaluation toolkits with 6 axes and 17 measures; 6) different interfaces for interdisciplinary users.
    Downloads: 1 This Week
    Last Update:
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  • 18
    rotki

    rotki

    A portfolio tracking, analytics, accounting and tax reporting app

    A portfolio tracking, analytics, accounting and tax reporting application that respects your privacy
    Downloads: 10 This Week
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  • 19
    Sharp Spark (Spark API SDK)

    Sharp Spark (Spark API SDK)

    C# library and samples for processing market data from the Spark API

    Spark API SDK is an open-source, lesser GPL-licensed .NET library that supports access to the financial market data API from Spark (http://iguana2.com/spark-sdk). The SDK comprises an open-source C# code base with detailed examples and comments on how to interface with the Spark API and process the data streams. This is encapsulated in the SparkAPI project which contains all the classes and helper functions required to easily utilise the API. A set of sample applications demonstrating some simple uses of the API are also available. The component also supports replay from historical files and does not require a connection to the Spark servers when working in file replay mode. This makes it ideal for those wishing to learn how to manipulate and utilise institutional-grade market data in non-institutional setting. ABOUT SPARK Spark is a market data provider that supplies real-time exchange grade data feeds for Australian and New Zealand equity and options markets
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    Downloads: 6 This Week
    Last Update:
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  • 20
    Zoom Investment Portfolio Manager

    Zoom Investment Portfolio Manager

    Record your investments in stocks, shares and funds

    DESCRIPTION A simple to use manager for your investments in stocks, shares and funds. Unlike web based portfolios your data is kept confidential, stored on your own computer.
    Downloads: 6 This Week
    Last Update:
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  • 21
    Stock exchange analysis system, featuring shares pricing watch, intraday and history charts with technical analysis indicators, level II/market depth view, news watching, automated trading systems, integrated trading. Based on Eclipse RCP framework.
    Downloads: 6 This Week
    Last Update:
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  • 22
    AIOTrade (formerly Humai Trader Platform) is a free, open source stock technical analysis platform built on pure java. Its pluggable architecture is also ideal for custom features extending, such as indicators and charts. It Requires JRE 1.5.0+.
    Downloads: 4 This Week
    Last Update:
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  • 23
    MaviCin Portföy Takip Programı

    MaviCin Portföy Takip Programı

    MaviCin Portföy Takip Programı V3.9 ( Quandrostr )

    Bu Program İle Borsa, Hisse Senedi, Temettü, Altın, Değerli Maden, kripto Para, Döviz, Fon vb Ürünlere ait Alım , Satım ve Bulundurma gibi işlemlerin Canlı Olarak Takibini Yapabilirsiniz. Dosya Her açıldıgında o anki güncel veriyi otomatik olarak çeker ve size güncel sonuçları gösterir. Office 2021 ve üstü sürüm kullanmanız önerilir aksi taktirde bazı kodlar çalışmayabilir.
    Downloads: 13 This Week
    Last Update:
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  • 24
    FIX Pusher

    FIX Pusher

    FIX protocol administration tool

    FIX Pusher is a tool for developers and administrators working with the Financial Information eXchange ("FIX") protocol. The FIX protocol is an industry driven standard for the electronic communication of trade related messages, released and maintained by FIX Protocol, Ltd. FIX Pusher can send and receive FIX messages. It supports you simulating workflows with third party systems speaking the FIX protocol. The application acts as acceptor or initiator. FIX Pusher can interpret and modify QuickFIX conform, customized data dictionaries containing user defined fields. The tool supports FIX versions 4.0 - 5.0 SP2. The application ships with the option for exporting message details into Excel© sheets and graphical analysis of message logs. FIX Pusher is a 100% Java open source implementation running on Windows, Linux/Unix and Mac OS. It requires JRE version of 1.6 or higher for proper functioning. Related project: FIX Agora http://fixagora.sourceforge.net
    Downloads: 6 This Week
    Last Update:
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  • 25
    TickVue
    With TickVue you can track the stock market in nearly real-time. It queries Yahoo Finance periodically, updates the stock values you are interested in and calculates your portfolio value and daily gain. TickVue can be minimized to the system tray.
    Downloads: 6 This Week
    Last Update:
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