Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
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Frequently Asked Questions
(See Also:
Helpful Tips on Using Fund Manager
)
Installation:
What versions of Windows can Fund Manager run under?
How do I transfer Fund Manager to a new computer?
How can I upgrade my older version of Fund Manager?
Where can I download an older version of Fund Manager?
Is there a version of Fund Manager for Linux?
Is there a version of Fund Manager for Macs?
Using Fund Manager:
What are the main differences between the different Fund Manager versions?
How do I get started using Fund Manager?
Do you have a manual that I can print out?
I don't see my broker or mutual fund company in your list of supported companies for retrieving transactions. Will you add support for mine?
How can I compare my portfolio to an index?
I only want to retrieve prices for only one investment in my portfolio. How can I do this?
Why isn't the price updating for my investment?
Can I track investments in more than one currency?
How do you track options in Fund Manager?
How do you track short positions in Fund Manager?
I own shares in the same security in different accounts. How do I track this?
How do I hide investments that have been sold?
Can I export the report data to Excel?
Why aren't my older transactions showing up when retrieving from my broker?
How do I find the number of shares of a particular security owned by each client?
How to I get pricing data for bonds?
How can I convert existing portfolio files into sub-portfolios of a new portfolio?
Where can I obtain historical prices for exchange rates?
When I open my portfolio my screen "flickers" for a long time. What is this, and how do I fix it?
How do I fix the message that one or more quote servers could not
update any prices?
How can multiple users share data in Fund Manager?
Licensing:
I've lost my license key, can you send it to me again?
Why does Fund Manager tell me my license is invalid when I enter it?
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