Fund Manager Professional
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Fund Manager is strong portfolio management software. Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor. Fund Manager is available in Personal, Professional, and Advisor versions.
Fund Manager tracks stocks, mutual funds, and other investments. Analyze and compare investments and portfolios with a wide variety of easy-to-use graphs and reports.
Graphs will plot value, cost, gain, or allocation for any investment or portfolio. Graphs will also plot share price, price plus distributions, moving averages, and technical analysis for investments. Overlay indices, multiple investments and/or portfolios for comparing performance. Line plots, pie charts, and stacked graph formats are all available. Over a dozen reports are available for viewing information on investments and portfolios. Reports can be memorized and are customizable, so you can display the data you want, in the format you prefer.
Fund Manager makes keeping track of investments easy by updating prices and retrieving transactions from the internet with the push of a button. Fund Manager makes tax time a breeze with capital gain reports. Capital gain information can be exported to popular tax preparation software. Capital gain reports are available for first-in-first-out, average, and specific lot accounting methods. Wash sales and short sales are also supported. Fund Manager has many other features, such as markers, yields, trendlines, multi-currency support, and trailing stop loss alerts.
Fund Manager Features:
1. Investment Records Management
2. Hierarchical Portfolios
3. Automated Price Updates
4. Retrieve Transactions Directly from your Broker or Fund Company
5. Graphing
6. Reports
7. Capital Gains Reporting
8. Price Alerts
9. Yield Calculations
10. Markers and Trendlines
11. Multiple Currency Support
12. Bond Support
13. Import Transaction History
14. Asset Type and Investment Goal Allocation
Capital Gain Calculations:
1. FIFO, AVG, or Specific Lot
2. Export to TurboTax
3. Price Alerts
4. Yield Calculations
5. Graph Markers and Trendlines
6. Multiple Currency Support
7. Import/Export of Data
8. Asset Allocation
The following features are available in the Professional and Advisor versions:
1. Technical Analysis
2. Retrieve Historical Dividend and Split Data
3. Trailing Stop Loss Alerts
4. Moving Average Alerts
5. Wash Sale Support
6. Real-Time Quotes
7. Advanced Statistics
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.
Limitations:
* The evaluation version is fully functional, but limited in the number of times it can be started. The evaluation version can be started 50 times before a license key will be required. After 35 starts you will get a notice upon software startup, but you can continue using the software up to the 50 start limit. The start count limit is eliminated once a valid license key is entered into the program.
The license of this software is Free Trial Software, the price is $295.00, you can free download and get a free trial.

