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Fund Manager - Personal 11.9

Portfolio Management for Individual Investors

Last Week downloads: 0
Total downloads: 225
  • Last Updated: Apr 28, 2012
  • License: Shareware $69.00
  • OS: Windows 7/Vista/2003/XP/2000
  • Requirements: No special requirements

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For Fund Manager - Personal 11.9Publisher's description

EditByBSEditor: Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single Push button price and transaction updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

Feature List
Investment Records Management
Record your transaction History for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and Spin-offs. Supports both long and short positions. Transactions can be retrieved directly from your broker or mutual fund Company, imported from a wide variety of formats, or entered manually.

Hierarchical Portfolios
Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios. Display graphs/reports on any sub-portfolio. Sub-portfolios are useful for organizing your investments into specific accounts, or for investment advisors tracking investments for multiple clients. For organizing your sub-portfolios use the Portfolio Editor. There is also a tutorial on using the Portfolio Editor.

Automated Price Updates
Retrieve daily and historical prices from the internet.

Retrieve Transactions Directly from your Broker or Fund Company
Retrieving transactions makes keeping your records updated easy. Learn more here.

Graphing
Extensive graph options allow you to view
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Statement

Please be aware that Brothersoft do not supply any crack, patches, serial numbers or keygen for Fund Manager - Personal,and please consult directly with program authors for any problem with Fund Manager - Personal.