Fund Manager
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A few Questions

General questions about using Fund Manager that do not fit into any other forum.

Postby sanrose » Thu Mar 31, 2016 4:50 pm

Hi All,
I was given the task of picking out a portfolio managing software by my brother. I'm not exactly sure how to ask this question, but here goes: I would like to know if this software will track the performance of mutual funds and take into consideration capital gains and if you reinvested dividends or not.
Thank you!
sanrose
 
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Postby Mark » Thu Mar 31, 2016 7:20 pm

Hi sanrose,

Thanks for considering Fund Manager.

Yes, Fund Manager will do this. You record the distributions paid by your funds (capital gains, dividends, etc), and these will be factored into the performance figures reported. You also choose whether or not the distribution is reinvested, and this also factors into the calculated performance. The performance figure ROI (Return On Investment) is a time and money weighted yield.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Postby sanrose » Fri Apr 01, 2016 2:47 am

Thank you Mark. This is exactly what I'm looking for!
sanrose
 
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