Fund Manager 2026 Beta

Thank you for your interest in helping to beta test Fund Manager.  If you wish to participate in the beta testing, please read all the instructions below carefully before downloading the program. Feedback on the beta versions is greatly appreciated.

See the complete list of new features.

Once beta testing is complete a notification email will be sent to inform you of the official release.  If you are not already on the mailing list, you can subscribe here.

Please note that this is beta software and may contain bugs.  Before using this beta version, please make a backup copy of your data (File / Backup...) using your current version.

IMPORTANT: Fund Manager 2026 uses a new file format, so once you save your data with Fund Manager 2026 you cannot open it with an older version.

You should not uninstall your old version before installing the beta version.  Uninstalling removes registry entries where many of your Fund Manager preferences are stored.  Uninstalling is not necessary and will cause the loss of these preferences.

You can evaluate the new Fund Manager 2026 versions for free.  It is not yet possible to purchase a Fund Manager 2026 license.  This will become available once it is officially released.

Download Fund Manager 2026 Beta 1 Released on August 2, 2025 For Windows
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