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.

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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: 10,375 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: 25 This Week
    Last Update:
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  • 3
    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: 8 This Week
    Last Update:
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  • 4
    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: 28 This Week
    Last Update:
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  • 5
    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: 3 This Week
    Last Update:
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  • 6
    JStock - Free Stock Market Software
    JStock - Free Stock Market Software had moved to GitHub : https://github.com/yccheok/jstock
    Downloads: 11 This Week
    Last Update:
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  • 7
    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
    Downloads: 10 This Week
    Last Update:
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  • 8
    Chart Geany

    Chart Geany

    Technical analysis software

    Chart Geany is a cross platform software solution for market technical analysis and charting.
    Downloads: 13 This Week
    Last Update:
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  • 9
    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: 15 This Week
    Last Update:
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  • 10
    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: 8 This Week
    Last Update:
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  • 11
    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: 6 This Week
    Last Update:
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  • 12
    Cryptocheck

    Cryptocheck

    Monitors balances of your cryptocurrency addresses

    Cryptocheck monitors balances of your cryptocurrency addresses and raises an alert in case of any change detected. It connects to known block explorer API services to verify balances. It is useful for long-term investors with multiple different cryptocurrencies in their portfolio. You no longer need to access all your wallets with passwords to simply just check that your money are still there. Cryptocheck also provides a simple profit calculation and history charts mapping your portfolio history. And there is also a server node available! It continuously monitors balances, records history data and sends all the data to your Cryptocheck desktop application. Supported cryptocurrencies: https://sourceforge.net/p/cryptocheck/wiki/Home/#supported-cryptocurrencies For more details about Cryptocheck and how to use it, see wiki: https://sourceforge.net/p/cryptocheck/wiki I am open to add other cryptocurrencies on your request.
    Downloads: 4 This Week
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  • 13
    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, Finnhub and Twelvedata data sources.
    Downloads: 8 This Week
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  • 14
    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: 9 This Week
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  • 15
    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: 5 This Week
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  • 16
    FIX Agora

    FIX Agora

    OTC Trading Network

    FIX Agora is a peer-to-peer OTC trading network for financial institutions with an integrated order management system. The application can act as buy side and sell side. FIX Agora supports indicative quoting, multi inquiries and processing of order requests. It is equipped with multiuser spreadsheets for price calculations as market maker. FIX Agora ships with the option for exporting trade reports into Excel® sheets and SAP® Financial Supply Chain Management (requires SAP® JCO). The application is client/server based, modular and extensible. FIX Agora is 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 Agora is a 100% Java open source implementation running on Windows, Linux/UNIX and Mac OS (client only). It requires Oracle® JRE version of 1.6 or higher.
    Downloads: 3 This Week
    Last Update:
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  • 17
    OptionMatrix

    OptionMatrix

    Financial Derivatives Calculator with 171+ Models (Options Calculator)

    A real-time financial derivatives calculator supporting 171+ 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: 2 This Week
    Last Update:
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  • 18
    Apr 24, 2023 - YAHOO has disconnected access to its Financial tools again. So the updated code to access Yahoo Finance is broken. Added the YahooFinance libraries to Service Providers. Point and figure is a stock charting technique used by technical analysts to predict stock prices. Point and figure charting plots price changes in direction by using a column of X's as the price rises and a column of O's as the price falls.
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    Downloads: 7 This Week
    Last Update:
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  • 19
    ARENAS Control Ingresos y Egresos
    Permite llevar un registro claro de todos los Ingresos,Egresos,Proveedores,Empresas,Empleados,Cuentas, Locaciones,usuarios,ncf, y métodos de pago, en su casa,proyectos, condominios o empresa, ya sea para fines personales, administrativos o contables
    Downloads: 2 This Week
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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: 2 This Week
    Last Update:
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  • 21
    Open Crypto Tracker

    Open Crypto Tracker

    Bitcoin Alts portfolio tracker, email / text / alexa / telegram alerts

    100% FREE / open source / PRIVATE cryptocurrency portfolio tracker. Email / text / alexa / telegram price alerts, price charts, mining calcs, leverage / gain / loss / balance stats, news feeds +more. Privately track Bitcoin / Ethereum / unlimited cryptocurrencies. Customize as many assets / markets / alerts / charts as you want. Over 50 Exchanges / 40 Trading Pairs Supported (exchanges / pairings list at bottom of README.txt): https://tinyurl.com/ct-readme Nearly Unlimited Assets Supported (any on supported exchanges). Demo: https://dragonfrugal.org/open-crypto-tracker MINIMUM specs: 1 Ghz CPU / 512 Mb RAM / Quality 16 Gb MicroSD / Nginx or Apache headless / PHP v7.2+ Debian-based Auto-Install ("Terminal" app in your system menu, or over remote SSH): (RECOMMENDED WAY TO PRIVATELY / CHEAPLY USE APP ON INTERNAL / HOME NETWORK) wget --no-cache -O FOLIO-INSTALL.bash https://tinyurl.com/install-crypto-tracker chmod +x FOLIO-INSTALL.bash sudo ./FOLIO-INSTALL.bash
    Downloads: 3 This Week
    Last Update:
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  • 22
    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: 3 This Week
    Last Update:
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  • 23
    Account Protector

    Account Protector

    An MT4/MT5 expert advisor to protect accounts from losses.

    Account Protector is a MetaTrader expert advisor that allows you to define a range of conditions (for example, total loss exceeding some percentage of your account) and a list of actions (for example, close all trades) that will be executed when one of those conditions is triggered.
    Downloads: 5 This Week
    Last Update:
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  • 24
    Merchant of Venice
    Venice is a stock market trading programme that supports portfolio management, charting, technical analysis, paper trading and genetic programming. Venice runs in a graphical user interface with online help and has full documentation.
    Downloads: 4 This Week
    Last Update:
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  • 25
    A platform for security data analysis.It focus on the quantitative analysis for securities,and research these problem:What and How decided to a trading,and can be believe.So,it include technical analysis,financial model,other to help to profit making.
    Downloads: 4 This Week
    Last Update:
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