Subject: Software - Archive of Free Investment-Related Programs

Last-Revised: 20 Aug 1996
Contributed-By: Chris Lott (contact me)

This article lists two archives of investment-related programs. Most of these programs are distributed in source-code form, but some include binaries. Anyhow, if all that is available is source, then before you can run them on your PC at home you will need a C compiler to create executable versions.

Ed Savage maintains an archive of programs which are available here: ftp://metalab.unc.edu/pub/archives/misc.invest/programs

The compiler of this FAQ maintains an archive of programs (both source code and PC binaries) for a number of investment-related programs. The programs include:

• 401-calc: compute value of a 401(k) plan over time
• commis: compute commisions for trades at selected discount brokers
• fv: compute future value
• irr: compute rate of return of a portfolio
• loan: calculate loan amortization schedule
• prepay: analyze prepayments of a mortgage loan
• pv: calculate present value
• returns: analyze total return of a mutual fund
• roi: compute return on investment for mutual funds

These programs are available from The Investment FAQ web site at URL http://invest-faq.com/sw.html.