Fund Manager
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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 organization.

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:

Getting Started Tutorials

Tutorials are available in YouTube "Video" or Flash "Presentation" formats.
Select whichever format you prefer.

Retrieve Historical Transactions and Positions Video
Import Historical Transactions Video
Manually Enter Historical Transactions Video
Retrieve Starting Positions Video
Import Starting Positions Video
Manually Enter Starting Positions Video
Institutional File Import (Advisors only) Video


See Also:

List of Available Tutorials
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