Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Fund Manager vs. Fund Master Comparison

[ Message Board ] [ Archives ] [ Search ]

Posted by Martin Kennedy on May 05, 2007 at 16:05:18:

I am considering purchase of your software. I am using Fund Master (FundPro) - company went out of business many years ago but the program is great. I have a few questions.

1. Are there any users that have used Fund Master that can give me a comparison to the two products?

2. I download weekly prices each Sat. Does your program adjust historical prices after every distribution for each fund I am tracking or does that have to be done manually?

3. I have my own performance ranking formula, which basically adds multiple return periods (ie, 4 week return + 6 week return, etc.) Is there a way to use your programs easily accomplish this and can that be saved so that after each download it will automatically update the calculation to the current data?

4. Does it calculate any moving averages that I want?

5. Does it risk ratings and based on what formula?

6. If I decide to explore this further, is there someone I can talk to about other questions.

Thanks.

Martin Kennedy



Replies:


 

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy