Version Comparison Table
Fund
Manager is available in Personal, Professional, and
Advisor versions. The Personal version is primarily for
the individual investor. The Professional version is
intended for professional traders. The Advisor version is
for financial advisors, representatives, or broker/dealers
(anyone managing money for clients) The Personal, Professional, and
Advisor versions all use the same file format. You can
use these versions interchangeably on your same data
files.
The following table shows
a feature comparison of the different versions:
| |
Personal |
Professional |
Advisor |
| Manage Your Portfolio |
| Investment Records Management
(recording transactions, splits, etc...) |
Yes |
Yes |
Yes |
| Portfolios |
Unlimited |
Unlimited |
Unlimited |
| 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 |
| Advanced Statistics
(Sharpe Ratio, Beta, Correlation, etc...) |
|
Yes |
Yes |
| Technical Analysis |
|
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 |
| Institutional Broker/Dealer Interfaces:
Ameritrade (legacy) DAZL DST
FAN Mail Fidelity Advisor Fiserv ISS
FOLIOfn SchwabLink Scottrade
Southwest Securities TD Ameritrade |
|
|
Yes |
| Graph/Report Publishing Support |
|
|
Yes |
| Report Disclaimers |
|
|
Yes |
| |
| Cost (new user) |
$69 |
$295 |
$895 |
Visit the
download page to obtain any of these
versions.
|