PORTFOLIO MANAGEMENT SOFTWARE
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Frequently Asked Questions
Helpful Tips on Using Fund Manager
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?
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?
Is the transaction retrieve feature secure?
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 can I convert existing portfolio files into sub-portfolios of a new portfolio?
When I open my portfolio my screen "flickers" for a long time. What is this, and how do I fix it?
Why does my portfolio value display as N/A?
How can I merge multiple investments into one investment?
How can I track private investments?
How can multiple users share data in Fund Manager?
Is there a tutorial on how to retrieve prices?
Is there a list of available quote servers?
Why isn't the price updating for my investment?
How can I retrieve prices for only selected investment(s) in my portfolio?
How can I retrieve pricing data for indices, including the Dow?
How can I retrieve pricing data for bonds?
How can I obtain historical prices for exchange rates?
How can I retrieve the price of gold or silver?
How to fix the symbol/server combination failed to update message?
I've lost my license key, can you send it to me again?
How do I enter my license into Fund Manager?
Is the license a one-time fee, or are there recurring costs?
Can I use my Fund Manager license on more than 1 computer?
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