Fund Manager helps investors monitor and analyze their stocks, mutual funds and other investments via graphs and reports. Fund Manager includes features such as price and transaction importing, as well as single-button price updates from the Internet. The program handles an unlimited number of portfolios and transactions. Both graphs and reports are customizable. The program also includes AIMR-compliant yield calculations, trendline analysis, price alerts and the ability to process multiple currencies.
Since adding Fund Manager to our Download Library, the program has released numerous updates, the most major of which were included in versions 10 and 11. The most current version is 11.4, which is the version available now in AAII’s Download Library.
For more information, visit the Beiley Software website. For a list of modifications released in the version updates, visit http://www.fundmanagersoftware.com/modlist.html.
Fund Manager 11.4
System Requirements: Windows 98 or newer, including Windows 7
Pricing: $69 for Personal version; $295 for Professional version; free trial (can start program 60 times)