Description

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
– Powerful graphing
– Extensive reports
– Capital gain calculations
– FIFO, AVG, or Specific Lot
– Wash sale support
– Export to tax software
– Yield calculations (GIPS/AIMR compliant)
– Technical analysis
– Retrieve prices from the internet
– Retrieve transactions from broker/fund
– Trailing stop loss alerts
– Import from Quicken, Money, or text
– Bond calculations/income schedule
– Multi-currency support
– Broker/dealer interfaces
– Client management, fee calculations
– More portfolio management features