Fund Manager is highly effective portfolio administration software program. Fund Manager is out there in Personal, Professional, or Advisor variations for the person investor, skilled dealer, or funding advisor. Compare these products to search out the Fund Manager program that’s best for you.
– Track shares, funds, choices, bonds, and many others – Powerful graphing – Extensive experiences – Capital acquire calculations – FIFO, AVG, or Specific Lot – Wash sale assist – Export to tax software program – Yield calculations (GIPS/AIMR compliant) – Technical evaluation |
– Retrieve costs from the web – Retrieve transactions from dealer/fund – Trailing cease loss alerts – Import from Quicken, Money, or textual content – Bond calculations/revenue schedule – Multi-currency assist – Broker/seller interfaces – Client administration, charge calculations – More portfolio management features |