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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
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Fund Manager received 5 stars from Ziff-Davis, their highest rating.
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Other awards and user comments.
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"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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