Fund Manager

📍 United States HQFounded 2006

Deployment

WindowsMacLinux

Best for

SmallMedium

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

  • Email
  • Phone

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English

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

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Personal$139 / year
Professional$325 / year
Advisor$1650 / year

Media

Screenshots & video

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