Fund Manager Advisor 10.0

Fund Manager Advisor 10.0 is specifically designed to enable investors to 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 offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet.

Fund Manager 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.Keep contact information for each client. Have an associated portfolio for each client, with a way to switch views between clients.

Major Features:

1. Manage Your Portfolio
   • Investment Records Management (recording transactions, splits, etc...)
   • Portfolios: Unlimited
   • Max Investments in a Portfolio: 2,000  
   • Internet Price Retrieve  
   • Direct Internet Transaction Retrieve  
   • 34 Graph Types  
   • 15 Report Types  
   • Capital Gain Calculations:
   • FIFO, AVG, or Specific Lot
   • Export to Tax Software  
   • Bond Calculations/Income Schedule  
   • Price Alerts  
   • Yield Calculations  
   • Graph Markers and Trendlines  
   • Multiple Currency Support  
   • Import/Export of Data  
   • Asset Allocation  
   • Rebalance Holdings  
   • All other features  
2. Advanced Trading Features
   • Advanced Statistics (Sharpe Ratio, Beta, Correlation, etc...)
   • Technical Analysis      
   • Retrieve Historical Div./Splits      
   • Trailing Stop Loss Alerts      
   • Moving Average Alerts      
   • Wash Sale Support      
   • Real-Time Quotes