
Fund Manager
Deployment
Best for
Overview
About Fund Manager
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. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. 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.
At a glance
Software information
Industries served, licensing and the support Fund Manager provides.
Industries
- Investment-management
Licensing
- Open Source
- Quote Based
Support
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Capabilities
Fund Manager features
The full feature set, grouped by module.
Stock Portfolio Management Software
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Stock Alerts
- Tax Management
- Technical Analysis
Plans
Fund Manager pricing
Media
Screenshots & video
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