Getting Started Video Tutorials
The following guides are intended to help new users of
Fund Manager get started tracking their investment portfolio.
Before starting, download and install the program onto
your computer. After installation, you can
start Fund Manager by choosing "Start / All Programs / Fund
Manager / Fund Manager".
Fund Manager can track an unlimited number of
accounts. Each account you want to
track is normally set up as its own sub-portfolio.
Sub-portfolios can be hierarchical for additional
When creating new investments for your account you
can either record all the historical transactions, or
enter starting positions as of a specified date.
It is preferable to record all the historical
transactions, as this enables accurate performance
reporting over past time periods. In cases where
the historical data are unavailable or impractical to
enter, you may use starting positions. Historical
transactions can be retrieved automatically, imported
from a file, or entered manually. In order to
retrieve historical transactions or positions, your account must be
available from one of the
supported brokerage or mutual fund companies.
The term "retrieve" is used when Fund Manager connects
via the internet and automatically obtains your data.
The term "import" is used when you have your
data in a file, and Fund Manager reads in the data
from this file.
There are many ways to initially get your data into
Fund Manager. Select the video for the method you
wish to use:
List of Available Tutorials
Text & Pictures version of this tutorial