Fund Manager Personal 2018.15.4.100
Fund Manager Personal : Retrieve and manage your investment portfolios from home by taking advantage of the multiple reports and various price update options provided by this detailed applicationFund Manager Personal is a finance and business tool specialized in tracking and organizing all your investments and transactions with the aid of graphs and reports.
Define a new portfolio
You can design a new portfolio using a wizard-like approach. You can enter details about the name, account number and memo, enable online transaction/position retrieval (and give info about the username and password), as well as manually set up your current holdings.What’s more, you can add multiple investments, retrieve prices from the Internet for your new investments or manually update the price, select the default cash account, and pick the portfolio location.Importing/exporting options
You are allowed to add prices, transactions and positions from different file formats, such as PRN, QIF, OFX, QFX, or plain text file format. When it comes to exporting data, you can save the information to CSV, QIF or other file format.Generate various types of graphs and reports
Fund Manager Personal lets you create all sorts of graphs related to portfolio value, cost, gain and investment overlay, share price, volume, gain, and moving average. Pie charts may also be generated with details about the investment, asset allocation, symbol, currency, and tax status.Reports may include information about the portfolio value, portfolio performance, asset, goal and sector allocation, rebalance, income schedule, monthly performance, and investment transactions.In addition, the tool comes with support for Internet price retrieval, direct Internet transaction retrieval, capital gain calculations (FIFO, AVG or Specific Lot), graph markers and trendlines, multiple currency values, asset allocation, and rebalance holdings.Bottom line
All in all, Fund Manager Personal integrates a powerful suite of features which are suitable especially for individual investors. In case you are a professional trader, you can check out Fund Manager Professional, while the Advisor edition can be used by financial advisors, representatives or brokers/dealers.For example, Fund Manager Advisor offers support for trading/analytical options (e.g. technical analysis, risk/reward scatter plots, moving average alerts, real-time quotes, correlation matrix report) and client management functions (e.g. emails with graphs/reports to clients, batch printing, custom logo on reports, executive summary report, invoice report).Conclusion
To conclude Fund Manager Personal works on Windows operating system(s) and can be easily downloaded using the below download link according to Time-limited Trial license. Fund Manager Personal download file is only 3.2 MB in size.Fund Manager Personal was filed under the General category and was reviewed in softlookup.com and receive 5/5 Score.
Fund Manager Personal has been tested by our team against viruses, spyware, adware, trojan, backdoors and was found to be 100% clean. We will recheck Fund Manager Personal when updated to assure that it remains clean.
Fund Manager Personal user Review
Please review Fund Manager Personal application and submit your comments below. We will collect all comments in an effort to determine whether the Fund Manager Personal software is reliable, perform as expected and deliver the promised features and functionalities.Popularity 10/10 - Downloads - 85 - Score - 5/5
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| Category: | General |
| Publisher: | Beiley Software |
| Last Updated: | 9/11/2023 |
| Requirements: | Windows 10 64 bit / Windows 10 / Windows 8 64 bit / Windows 8 / Windows 7 64 bit / Windows 7 / Windows Vista 64 bit / Windows Vista / Windows XP |
| License: | Time-limited Trial |
| Operating system: | Windows |
| Hits: | 740 |
| File size: | 3.2 MB |
| Price: | Not specified |
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