Manage Your Investment Portfolio With Fund Manager

January 16, 2016

Beiley Software's owner describes how to keep track of your investments with his Fund Manager program.

Fund Manager is portfolio management software from Beiley Software that runs on Windows XP, Vista, 7, 8 and 10. It allows you to keep track of your investments through a wide variety of graphs and reports. There are three versions of the software: Personal for the individual investor, Professional for the professional trader and Advisor for investment advisers. This review focuses on the Personal version, which sells for a one-time fee of $99.

All your data is stored on your PC, unlike Web-based platforms where your data is stored online. The program can automatically retrieve all your transaction and position information from your broker or mutual fund company, just like Quicken. A list of supported brokers is available here. Fund Manager also supports retrieving prices from a wide variety of free quote services on the Internet, such as Yahoo, Google and Bloomberg. A list of supported quote services is available here. Your investment’s asset type and sector information are also retrieved in order to provide you with a holistic view of your asset allocation and portfolio holdings.

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