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Some features not available in Personal Ver of Fund Mana

Comments, critical feedback, praise, or suggestions for new features.

Postby twj332 » Tue Apr 26, 2011 4:43 pm

I am disappointed that you have not included this feature in the "Personal Version" of Fund Manager. Some features such as "the search" or "the invoice" feature are obviously not needed in a personal investment use. I have access to "risk/reward" calculation via the internet and some of "GummY Stuff" but am disappointed this feature not available to all investors via FM. On a positive note I appreciate the work and effort you put into your product.

twj332

New "Risk/Reward Scatter" graph types. Plots reward (Time-Weighted Return) versus risk (Standard Deviation) for investments, asset types, investment goals, symbols, investment types, or sub-portfolios. Overlay any number of indices on these graphs. (Professional or Advisor versions only)
twj332
 
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Postby Mark » Wed Apr 27, 2011 9:35 am

Hi twj332,

Okay, thanks for the feedback...
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Djobydjoba » Sun May 15, 2011 4:51 am

Hello,

Agree with you twj332. Risk/reward graph is a tool used on a regular basis by personal investor to manage mutual funds, as Investments Overlay for example.

IMHO the availability of functions between Personal, Pro and Advisor are well managed, except for this particular function. Pro licence concerns more day trading. Instead, the function Price Alert could be retired of the Personal version for the Pro, which is more used for day trading I suppose.

I've nothing to say on the limitation to 500 of the number of investments in the Personal Licence, I'm OK with this, and this should suffice to buy a pro licence after some years of happy use.

Excuse my english
Djoby
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