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Fund Manager is
powerful portfolio management software. Fund Manager is available in
Personal, Professional, or Advisor versions for the individual
investor, professional trader, or investment advisor. Compare these
products to find the Fund Manager program that's right for you.
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- Track stocks, funds, options, indices, etc
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Export to TurboTax
- Yield calculations (AIMR compliant)
- Technical analysis
- Retrieve prices from the internet
- Retrieve transactions from broker/fund
- Trailing stop loss alerts
- Import from Quicken, Money, or text
- Multi-currency support
- Broker/dealer interfaces
- Client management
- More portfolio management features
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"A GREAT program - produces better financial picture than my Merrill
Lynch broker can develop."
-- D. Cox
"I just wanted to take a moment to thank you for the absolutely
excellent software that comprises the Fund Manager. Using this
program has made tracking my portfolio so much simpler. I'm just an
average person trying to invest wisely, and your program helps to
make this easier to do."
-- M. Mrvichin
Fund Manager received 5 stars from Ziff-Davis, their highest rating.
Other awards and user comments.
"Your program has such awesome potential for advisors and we are
absolutely pleased with it and the support you've given us."
-- G. Evans
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Screen shots of some graphs and reports are available.
To try out Fund Manager, visit the download page for a fully
functional evaluation version. Walk through the online tutorial to
quickly learn your way around Fund Manager. After evaluating the
program, you can purchase a licensed copy.
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