Your opinion.

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Hi Mark:

I am considering using Fund Manager to backtest historical equity market neutral portfolios. I will use another software program to create long/short transactions and format the transactions into a text file. I will import the transactions into Fund Manager in order to conduct portfolio analysis and look at various strategies’ tax implications, etc.

I have a couple of questions.

Is there a limitation to the number of transactions, or the amount of historical price data that can be imported into Fund Manager? I intend to have thousands of transactions, multiple portfolios (each testing a different strategy but possibly containing many of the same equities as other portfolios) and historical daily price data on hundreds of companies dating back to around 1984. Will Fund Manager be stable and efficient enough to handle that amount of data?

Also, I downloaded Fund Manager onto an old computer to check it out. From the import transaction menu, I see only importing transactions from Quicken. The help file discusses importing transactions from text files, but I don’t see the functionality on the menu. Can Fund Manager import split/dividend data from text files (I see in the help file descriptions of downloading splits/dividends from Yahoo, but I may want to import data from a stock that Yahoo no longer follows ex: a stock that was active in 1990, but is no longer active today)?

I will be receiving a new computer (fast processor and 1gig of RAM) in a couple of days on which to begin analysis.

I realize that I may be intending to use Fund Manager in slightly unorthodox ways, and I want your opinion about whether Fund Manager is capable of doing what I want in a stable and efficient manner. I also would love to hear if you foresee any other types of problems with what I intend to do. I have looked at many portfolio management software programs, and it looks like Fund Manager is the most flexible and most likely to do what I want. If your software can’t do what I intend, then I will probably have to build my own crude database portfolio management application. I would much rather spend my time doing market research/analysis rather than building analysis tools.

I would greatly appreciate any candid feedback that you may have, and I appreciate your help.

Regards,
Chris

Replies:

• Re: Your opinion. Mark 22:18:58 09/18/02 (0)