Fund Manager Advisor v2014.13.5 | 4.9 MB
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.
- Track stocks, funds, options, bonds, etc
- Powerful graphing
- Extensive reports
- Capital gain calculations
- FIFO, AVG, or Specific Lot
- Wash sale support
- Export to tax software
- Yield calculations (GIPS/AIMR compliant)
- Technical analysis
- Retrieve prices from the internet
- Retrieve transactions from broker/fund
- Trailing stop loss alerts
- Import from Quicken, Money, or text
- Bond calculations/income schedule
- Multi-currency support
- Broker/dealer interfaces
- Client management, fee calculations
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