Fund Manager Personal

  • Rating:
  • Version: 12.4
  • Publisher:
  • File Size: 2.35 MB
  • Date: Jul 11, 2013
  • Price: $89.00
  • License: Free Trial Software
  • Category:
    Personal Finance
    Business & Finance
Fund Manager Personal Download
Free Download Fund Manager Personal 12.4

Fund Manager Personal is a featured portfolio management application. Designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Helps you in keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from the Internet.

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.

Fund Manager Personal makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

Fund Manager Personal Features:
1. Track stocks, funds, options, indices, etc
2. Powerful graphing
3. Extensive reports
4. Capital gain calculations
5. FIFO, AVG, or Specific Lot
6. Wash sale support
7. Export to tax software
8. Yield calculations (GIPS/AIMR compliant)
9. Technical analysis
10. Retrieve prices from the internet
11. Retrieve transactions from broker/fund
12. Trailing stop loss alerts
13. Import from Quicken, Money, or text
14. Bond calculations/income schedule
15. Multi-currency support
16. Broker/dealer interfaces
17. Client management, fee calculations
18. More portfolio management features

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.

The license of this software is Free Trial Software, the price is $89.00, you can free download and get a free trial.

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