Fund Manager Fund Manager is powerful portfolio management software
like icon
comment icon
share icon
Introduction

  • Fund Manager Home Features Graph Screen Shots Report Screen Shots Reviews Download Tutorials FAQ Message Board Documentation Mailing List Purchase Fund Manager is powerful portfolio management software Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor Compare these products to find the Fund Manager program that's right for you

  • Track stocks, funds, options, bonds, etc

  • FIFO, AVG, or Specific Lot *Fund Manager is powerful portfolio management software. Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track .

Fund Manager alternative Stock Portfolio Management Software
Comarch Wealth Management
104 views
Comarch Wealth Management Wealth management software
Excella Trader
104 views
Excella Trader Stock Analysis
Enfusion
102 views
Enfusion Breaking boundaries to build agility
ATWeb
104 views
ATWeb
Active Trader Pro
104 views
Active Trader Pro
AccounTrex
104 views
Tamarac
104 views
EquityStat
102 views
EquityStat Welcome To EquityStat
Asset Manager
104 views
Asset Manager Check in and check out assets
Ledgex
102 views
description

  • Export to tax software
  • Yield calculations (GIPS compliant)
  • Retrieve prices from the internet
  • Retrieve transactions from broker/fund
  • Trailing stop loss alerts
  • Import from Quicken, Money, or text
  • Client management, fee calculations
  • More portfolio management features Fully Functional Evaluation Version Screen shots of some graphs and reports are available

To try out Fund Manager, visit the download page for a fully functional evaluation version

A variety of tutorials are available Watch the getting started tutorial to quickly learn your way around Fund Manager

After evaluating the program, you can purchase a licensed copy

"A GREAT program - produces better financial picture than my Merrill Lynch broker can develop " "I just wanted to take a moment to thank you for the absolutely excellent software that comprises the Fund Manager Using this program has made tracking my portfolio so much simpler I'm just an average person trying to invest wisely, and your program helps to make this easier to do " "Your program has such awesome potential for advisors and we are absolutely pleased with it and the support you've given us "

skills and features
gallery/videos/images
Contacts
Statistics
Count Viewed: 2395