Fund Manager

Fund Manager

Beiley Software
+
+

Related Products

  • Sharesight
    529 Ratings
    Visit Website
  • Coinbase
    10 Ratings
    Visit Website
  • Dynamo Software
    68 Ratings
    Visit Website
  • IUX
    905 Ratings
    Visit Website
  • eToro
    30,487 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Union Impact
    Visit Website
  • BetterWorld
    73 Ratings
    Visit Website
  • R3 Contract Management for GovCon
    1 Rating
    Visit Website
  • Capitalcore
    75 Ratings
    Visit Website

About

Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. 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.

About

It supports a wide range of assets, including stocks, ETFs, mutual funds, crypto, bonds, and forex across more than 85 global exchanges. Users can track multiple portfolios in one place and generate detailed reports on performance, dividends, trades, benchmarking, diversification, and more. The platform’s intuitive interface allows for easy navigation and quick access to key investment insights. Pro Stock Tracker calculates returns using a true Money-Weighted Rate of Return (MWRR), providing a precise reflection of actual investment performance over time, factoring in timing and cash flows. Dividends and corporate actions, such as splits and mergers, are automatically processed to ensure data accuracy, so users can rely on up-to-date and comprehensive financial information. Whether you're an individual investor, financial professional, or academic institution, Pro Stock Tracker offers the tools necessary to monitor, analyze, and manage investment portfolios with confidence.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Portfolio management software for anyone wanting to track stocks, funds, options, bonds

Audience

Investors, financial professionals, and educational institutions seeking a comprehensive portfolio tracking solution to monitor long-term investment performance, track dividends, and generate detailed reports across a wide range of asset classes.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$129 per license
Free Version
Free Trial

Pricing

$4.99 per month (annually)
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Beiley Software
Founded: 1993
United States
www.fundmanagersoftware.com

Company Information

Pro Stock Tracker
Founded: 2022
United Kingdom
prostocktracker.com

Alternatives

Fundy

Fundy

Exquance Software

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software
VISE

VISE

Vise
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

No info available.

Integrations

No info available.
Claim Fund Manager and update features and information
Claim Fund Manager and update features and information
Claim Pro Stock Tracker and update features and information
Claim Pro Stock Tracker and update features and information