Fund Manager Advisor 9.0

Publisher's Description:

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.

Fund Manager has the following other editions available: Fund Manager Personal and Fund Manager Professional.

Latest Changes:

• New "Rebalance" report to compare your allocations against desired targets
• New "Open Lots" report to see detailed information on all un-sold lots
• New "Transfer" transaction types and a transfer wizard to help transfer shares between investments or accounts in a tax-free manner
• Copy/paste prices and transactions between investments
• Greatly improved backup and restore. Backs up all your data and preferences to a single file. Restore allows detailed control over which items are restored are where
• Improved New Portfolio Wizard can now retrieve transactions and positions to more easily set up new accounts
• Improved Data Register is resizable and allows customizing colors, fonts, line shading
• New Symbol List editor to manage properties of investments with a common symbol (Advisor)
• Improved "Investment Transaction" report for more sorting, filtering, control over display
• Manual account reconciliation
• Complete Vista compatibility
• New quote servers: Google (Real-Time), Google (Historical), Bloomberg (Historical)
• Improved printing and page setup control
• Improved currency support: 25 currencies, longer labels
• Improved spin-off wizard with tax-free support

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