Tutorials
The following tutorials are available for help on learning how to use
Fund Manager:
|
Overview Tutorials Tutorials are available in two formats: YouTube Video or Text & Pictures.
Select whichever format you prefer.
|
| Tutorial |
Formats |
Description |
|
Getting Started |
Video
Text & Pictures |
Explains setting up a new portfolio and
general getting started tips |
|
Portfolio Editor |
Video
Text & Pictures |
Demonstrates using the Portfolio Editor to organize sub-portfolios and investments |
|
Reports |
Video
Text & Pictures |
Shows how to create a report and gives an overview
of some of the available reports |
|
Graphs |
Video
Text & Pictures |
Shows how to create a graph and gives an
overview of some of the available graph features |
|
Data Register |
Video
Text & Pictures |
Demonstrates using the Data Register to
view and modify your recorded transaction and pricing data |
|
Multiple Currencies |
Video
Text & Pictures |
Explains how to track investments in more
than one currency |
If you would like to print a copy of these tutorials, a
printer friendly version is available.
In addition to the above higher level tutorials we offer the following video tutorials on specific features in Fund Manager:
|
Specific Feature Tutorials |
| Retrieving Prices |
Shows how to retrieve current and
historical prices for all open investments, or only select
investments. Goes over options related to retrieving
prices. |
|
Sub-Portfolios |
Shows how to use the Portfolio Editor
to create sub-portfolio hierarchy. Demonstrates drag/drop,
creating/deleting sub-portfolios, and using link sub-portfolios. |
| Reconciling |
The reconciliation feature verifies
your share balances against a statement. Demonstrates
reconciling an account against a statement retrieved from your
broker, and how to fix any errors. Also shows how to bulk
reconcile accounts in the Advisor version. |
| Hiding Investments |
Demonstrates how to hide sold
investments and portfolios |
|
Categories |
Shows how to work with categories,
including assigning your investments manually or retrieving
category information from the internet. Demonstrates using
categories in reports and graphs. |
| Mobile/Web Access |
Explains setting up and using the
optional mobile/web access feature to view your investment data
through a web browser or Android app |
| Tracking Cash |
Demonstrates how to track cash, how to
record transactions for cash, and how to set up and use the
default cash account feature. Demonstrates how to turn off price
retrieve for cash investments. Shows how to manually
create a new cash investment, assign it as the default cash
account, and how to use the "Re-Create Default Cash
Transactions" command. |
Clients
(Advisor version only) |
Demonstrates setting up a
sub-portfolio hierarchy for your clients, defining clients, and
assigning them to own a sub-portfolio. Shows how to place
client information in a report header. Demonstrates batch
emailing a report and graph to your clients. Demonstrates
batch printing a report and graph to a PDF file for each client.
Shows how to use the "Send by Email..." command to email a
particular graph or report to any client. |
Client Statement Service
(Advisor version only) |
Discusses the mechanics of creating client portal accounts,
batch statement creation, and uploading to the client statement
service. Also shows an overview of using the
Advisor Portal as well as the
Client Portal. |
Institutional File Import
(Advisor version only) |
Discusses the mechanics of getting started with Fund Manager
when importing institutional data files from your broker.
Imports positions and transactions, reconciles, and sets up
sub-portfolios for each client. |
For a complete list of feature specific tutorials, see the
Fund Manager YouTube Channel.
|