Portfolio Management Software

≡	Fund Manager PORTFOLIO MANAGEMENT SOFTWARE

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 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

Fully Functional Evaluation Version

Side-By-Side Feature Comparison

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."

-- D. Cox

"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."

-- M. Mrvichin

"Your program has such awesome potential for advisors and we are absolutely pleased with it and the support you've given us."

-- G. Evans

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