Frequently Asked Questions

(See Also: Helpful Tips on Using Fund Manager)

Installation:

1. What versions of Windows can Fund Manager run under?
2. How do I transfer Fund Manager to a new computer?
3. How can I upgrade my older version of Fund Manager?
4. Where can I download an older version of Fund Manager?
5. Is there a version of Fund Manager for Linux?
6. Is there a version of Fund Manager for Macs?

Using Fund Manager:

1. What are the main differences between the different Fund Manager versions?
2. How do I get started using Fund Manager?
3. Do you have a manual that I can print out?
4. 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?
5. How can I compare my portfolio to an index?
6. I only want to retrieve prices for only one investment in my portfolio.  How can I do this?
7. Why isn't the price updating for my investment?
8. Can I track investments in more than one currency?
9. How do you track options in Fund Manager?
10. How do you track short positions in Fund Manager?
11. I own shares in the same security in different accounts.  How do I track this?
12. How do I hide investments that have been sold?
13. Can I export the report data to Excel?
14. How do I find the number of shares of a particular security owned by each client?
15. How to I get pricing data for bonds?
16. How can I convert existing portfolio files into sub-portfolios of a new portfolio?
17. Where can I obtain historical prices for exchange rates?
18. I'm getting a permission denied error when saving my data under Vista?
19. When I open my portfolio my screen "flickers" for a long time.  What is this, and how do I fix it?
20. Why do I get the message that investments in the auto-backup directory are currently open?
21. How do I transfer my memorized reports to a new computer?

Licensing:

1. I've lost my license key, can you send it to me again?
2. Why does Fund Manager tell me my license is invalid when I enter it?