Fund Manager Advisor 8.5 Screenshot

Fund Manager Advisor is an useful program for financial advisors, representatives, or broker/dealers (anyone managing money for clients).

Fund Manager tracks stocks, mutual funds, and other investments. Analyze and compare investments and portfolios with a wide variety of easy to use graphs and reports. Graphs will plot value, cost, gain, or allocation for any investment or portfolio. Graphs will also plot share price, price plus distributions, moving averages, and technical analysis for investments. Overlay indices, multiple investments and/or portfolios for comparing performance. Line plots, pie charts, and stacked graph formats are all available. Over a dozen reports are available for viewing information on investments and portfolios. Reports can be memorized and are customizable, so you can display the data you want, in the format you prefer.

Fund Manager makes keeping track of investments easy by updating prices and retrieving transactions from the internet with the push of a button. Fund Manager makes tax time a breeze with capital gain reports. Capital gain information can be exported to popular tax preparation software. Capital gain reports are available for first-in-first-out, average, and specific lot accounting methods. Wash sales and short sales are also supported. Fund Manager has many other features, such as markers, yields, trendlines, multi-currency support, and trailing stop loss alerts.


Here are some key features of "Fund Manager Advisor":

· Investment Records Management
· Max Investments in a Portfolio
· Internet Price Retrieve
· Direct Internet Transaction Retrieve
· 29 Graph Types
· 13 Report Types
· Capital Gain Calculations:
· FIFO, AVG, or Specific Lot
· Export to TurboTax
· Price Alerts
· Yield Calculations
· Graph Markers and Trendlines
· Multiple Currency Support
· Import/Export of Data
· Asset Allocation


Limitations:

· The evaluation version is fully functional, but limited in the number of times it can be started. The evaluation version can be started 50 times before a license key will be required. After 35 starts you will get a notice upon program startup, but you can continue using the program up to the 50 start limit. The start count limit is eliminated once a valid license key is entered into the program.