Fund Manager Personal 10.0

2.8 out of 5 stars 2.8 (26 votes)

(October 29, 2009)

Windows (All) / Shareware; $59.00 / 252 downloads

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. It makes keeping track of your investments easy by retrieving prices from the internet and transactions directly from your broker or mutual fund company. It 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.

  • Publisher

    Beiley Software Inc.

  • Homepage

    Fund Manager

  • Limitations

    Yes - 60 day timeout

  • Uninstaller

    Yes

  • Latest Changes

    - Added extensive bond support, including accrued interest, scheduled payments, etc

    - New "Bond Summary" report for all bond related details

    - New "Income Schedule" report to show expected income receipts

    - New "Executive Summary" report shows high level portfolio overview and comparison to indices (Advisor only)

    - Added GIPS compatible true "Time-Weighted Returns", including new "Time-Weighted Return" report

    - New "External Cash Flow" support to show portfolio-external cash flows in reports

  • Other Versions

    Fund Manager Professional

    Fund Manager Advisor

Reviews

Discussions

Reviews of Fund Manager Personal

Write a Review

Discuss Fund Manager Personal

Post a Discussion