Fund Manager Version Comparison

Fund Manager is available in three versions: Personal, Professional, and Advisor. The Personal version is intended for individual investors. The Professional version is for professional traders, and the Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients). Here is a summary of the features in each version:

Feature Comparison
	Personal	Professional	Advisor
Manage Your Portfolio
Investment Records Management (recording transactions, splits, etc...)	Yes	Yes	Yes
Portfolios	Yes	Yes	Yes
Max Investments in a Portfolio	500	2,000	50,000
Internet Price Retrieve	Yes	Yes	Yes
Direct Internet Transaction Retrieve	Yes	Yes	Yes
33 Graph Types	Yes	Yes	Yes
13 Report Types	Yes	Yes	Yes
Capital Gain Calculations: FIFO, AVG, or Specific Lot	Yes	Yes	Yes
Export to TurboTax	Yes	Yes	Yes
Price Alerts	Yes	Yes	Yes
Yield Calculations	Yes	Yes	Yes
Graph Markers and Trendlines	Yes	Yes	Yes
Multiple Currency Support	Yes	Yes	Yes
Import/Export of Data	Yes	Yes	Yes
Asset Allocation	Yes	Yes	Yes
All other features	Yes	Yes	Yes
Advanced Trading Features
Technical Analysis		Yes	Yes
Real-Time Quotes		Yes	Yes
Advanced Statistics		Yes	Yes
Retrieve Historical Div./Splits		Yes	Yes
Trailing Stop Loss Alerts		Yes	Yes
Moving Average Alerts		Yes	Yes
Wash Sale Support		Yes	Yes
Client Management Features
Client Management Support			Yes
E-mail Graphs/Reports to Clients			Yes
Batch Printing			Yes
Graph/Report Publishing Support			Yes
Report Disclaimers			Yes
Custom Report Column Labels			Yes
Ameritrade (legacy) Import			Yes
DAZL Import			Yes
DST FAN Mail Import			Yes
Fidelity Advisor Import			Yes
Fiserv ISS Import			Yes
FOLIOfn Import			Yes
SchwabLink Import			Yes
Scottrade Import			Yes
Southwest Securities			Yes
TD Ameritrade Import			Yes

Cost (new user)	$69	$295	$895