Fund Manager

• 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 "