Audience

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

About Fund Manager

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.

Pricing

Starting Price:
$129 per license
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
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Company Information

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

Videos and Screen Captures

Fund Manager Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Fund Manager Frequently Asked Questions

Q: What kinds of users and organization types does Fund Manager work with?
Q: What languages does Fund Manager support in their product?
Q: What kind of support options does Fund Manager offer?
Q: What type of training does Fund Manager provide?
Q: Does Fund Manager offer a free trial?
Q: How much does Fund Manager cost?

Fund Manager Product Features

Stock Portfolio Management

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