Portfolio Management Software

PORTFOLIO MANAGEMENT SOFTWARE

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.

- Track stocks, funds, options, bonds, etc
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Wash sale support
- Export to tax software
- Yield calculations (GIPS/AIMR compliant)
- Technical analysis

- Retrieve prices from the internet
- Retrieve transactions from broker/fund
- Trailing stop loss alerts
- Import from Quicken, Money, or text
- Bond calculations/income schedule
- Multi-currency support
- Broker/dealer interfaces
- Client management, fee calculations
- More portfolio management features

Fully Functional Evaluation Version

Side-By-Side Feature Comparison

Screen shots of some graphs and reports are available.

To try out Fund Manager, visit the download page for a fully functional evaluation version.

A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager.

After evaluating the program, you can purchase a licensed copy.

"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

"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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