ePrivacy and GPDR Cookie Consent by Cookie Consent

Popular x64 Tags

Fund Manager Advisor 2024.18.3

Sponsored links:
license: Trialware ($295.00)
downloads: 522
size: 4.30 MB
updated: 2024-05-13

Add to Basket
x64 native software

Beiley Software, Inc.
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 that's right for you.

Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.

The Professional version is intended for professional traders.

FEATURES:


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, transfers, 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.

Graphing:
· Extensive graph options allow you to view your investments and portfolios in a variety of ways. Compare performance and gain insight into your positions. Choose from 36 customizable graph types displayed in the Graphs window. See screen shots of graphs.

Reports:
· Choose from any of the 19 available report types, including a "Custom" report that offers over 250 available fields to choose from. Reports are very flexible, so you can get the exact format you need. Choose how to sub-total reports, what you list by, and control the content with a wide variety of filters. See Report windows and sample screen shots of reports.

Capital Gains Reporting:
· Support for First In First Out (FIFO), Average, or Specific Lot accounting methods. Capital Gain reports provide all the information required for tax reporting. Export capital gains to popular tax preparation software.

Price Alerts:
· Choose from a variety of price alert types, such as fixed price, trailing stop loss, or moving average alerts. When an alert is triggered you can be notified with a popup window, sound, have an e-mail sent to you, or you can be paged.

Fund Manager AdvisorOtherWindows 10, Windows 10 x64, Windows 11

User Rating: 3.7 (7 votes)

x64 native software
OS: Windows 10, Windows 10 x64, Windows 11


Fund Manager Advisor screenshot

Add Your Review or 64-bit Compatibility Report

Your Name:
Software Version:
Rating:
Review:
Security Code:


Top Other 64-bit downloads

SPSS Statistics
SPSS Statistics 26.0.0.0   
Analysis taken in a bold new direction
Trialware | $1 290.00

Talend Open Studio
Talend Open Studio 8.0.1   
Innovative and powerful data integration solution on the market today
Open Source

PicoPDF PDF Editor
PicoPDF PDF Editor 6.19   
Free PDF Editor. Edit your PDFs with the best free PDF Editor on the market.
Freeware

GoToMeeting
GoToMeeting 8.10.0.7495   
Easy-to-use GoToMeeting features make online collaboration a breeze
Trialware | $19.00

ARIS Express
ARIS Express 2.4j   
A Business Process Management (BPM) software from the market leader
Freeware

Hl7Spy
Hl7Spy 24.1.193   
The fastest, most full-featured HL7 tool on the market
Trialware | $169.00

PDF to Word
PDF to Word 4.0   
Open a pdf file and save the content of the document as word file.
Demo | $39.00

PowerPoint to PDF Converter
PowerPoint to PDF Converter 2.0   
convert ppt to any in batch
Shareware | $59.95

SerialMagic Pro screenshot
SerialMagic Pro 6.7.3.8   
Bar code-enable any application that accepts keyboard input
Trialware | $69.00

Logizian Analyst x64
Logizian Analyst x64 11.0 B20141203   
Help you create models for business workflows and procedures
Trialware | $199.00

Members area

Login:
Password:
Remember me

Sign Up  |  Forgot Password?

Top 64-bit Downloads

Top Downloads

64-bit Tags