Fund Manager - Advisor 9.0

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. Compare these products to find the Fund Manager program thats right for you.
Track stocks, funds, options, indices, etc
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Export to TurboTax
- Yield calculations (AIMR compliant)
- Technical analysis
- Retrieve prices from the internet
- Retrieve transactions from broker/fund
- Trailing stop loss alerts
- Import from Quicken, Money, or text
- Multi-currency support
- Broker/dealer interfaces
- Client management
- More portfolio management features
Feature:
Investment Records Management
Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, and cash accounts. Keep track of your purchases, redemptions, distributions, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions. Transactions can be entered manually, imported from a wide variety of formats, or retrieved directly from your broker or mutual fund company.

Hierarchical Portfolios
Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios. Display graphs/reports on any portfolio or sub-portfolio. Sub-portfolios are useful for organizing your investments into specific accounts, and/or for investment advisors tracking investments for multiple clients. For managing your portfolios see the Portfolio Editor. There is also a tutorial on using the Portfolio Editor.

Automated Price Updates
Retrieve daily and historical prices from the internet.

Retrieve Transactions Directly from your Broker or Fund Company
Retrieving transactions makes keeping your records updated easy. Learn more...