Frequently Asked Questions

(See Also: Helpful Tips on Using Fund Manager)

Installation:

1. What versions of Windows can Fund Manager run under?
2. How do I transfer Fund Manager to a new computer?
3. How can I upgrade my older version of Fund Manager?
4. Where can I download an older version of Fund Manager?
5. Is there a version of Fund Manager for Linux?
6. Is there a version of Fund Manager for Macs?

Using Fund Manager:

1. What are the main differences between the different Fund Manager versions?
2. How do I get started using Fund Manager?
3. Do you have a manual that I can print out?
4. I don't see my broker or mutual fund company in your list of supported companies for retrieving transactions.  Will you add support for mine?
5. How can I compare my portfolio to an index?
6. Can I track investments in more than one currency?
7. How do you track options in Fund Manager?
8. How do you track short positions in Fund Manager?
9. I own shares in the same security in different accounts.  How do I track this?
10. How do I hide investments that have been sold?
11. Can I export the report data to Excel?
12. Is the transaction retrieve feature secure?
13. Why aren't my older transactions showing up when retrieving from my broker?
14. How do I find the number of shares of a particular security owned by each client?
15. How can I convert existing portfolio files into sub-portfolios of a new portfolio?
16. When I open my portfolio my screen "flickers" for a long time.  What is this, and how do I fix it?
17. Why does my portfolio value display as N/A?
18. How can I merge multiple investments into one investment?
19. How can I track private investments?
20. How can multiple users share data in Fund Manager?

Retrieving Prices:

1. Is there a tutorial on how to retrieve prices?
2. Is there a list of available quote servers?
3. Why isn't the price updating for my investment?
4. How can I retrieve prices for only selected investment(s) in my portfolio?
5. How can I retrieve pricing data for indices, including the Dow?
6. How can I retrieve pricing data for bonds?
7. How can I obtain historical prices for exchange rates?
8. How can I retrieve the price of gold or silver?
9. How to fix the symbol/server combination failed to update message?

Licensing:

1. I've lost my license key, can you send it to me again?
2. How do I enter my license into Fund Manager?
3. Is the license a one-time fee, or are there recurring costs?
4. Can I use my Fund Manager license on more than 1 computer?