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An useful program for financial advisors, representatives, or broker/dealers

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Fund Manager AdvisorOverview

Editor: 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, soyou 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.

Feature:

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, 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.

New

Fixed some bugs.

Fund Manager AdvisorTech Specs

Version
10.6
Date
08.17.10
License
Free to try
Language
English
File Size
2.99MB
Category
Operating Systems
Windows 7, Vista, 2003, XP, 2000, 98, Me, NT
System Requirements
No additional system requirements.

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