Fund Manager Personal 10.9
A very useful Portfolio Management for Individual Investors
| Details |
Size: 2.1 MB
License: Trial
OS: Windows All
Price: $69.00 - Buy full version
Publisher: Beiley Software
|
Date added: 23/01/2011
Date updated: 23/01/2011
Total Downloads: 0
|
|
Fund Manager Personal 10.9 Publisher's description
Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager is a very useful business and finance utility that will come in handy.
Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet.
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.
Here are some key features of "Fund Manager Personal":
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. 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 29 customizable graph types displayed in the Graphs window. See screen shots of graphs.
Reports:
* Choose from any of the 13 available report types, including a "Custom" report that offers over 150 available fields to choose from. Reports are very flexible, so you can get the exact format you need. 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 TurboTax or other popular tax preparation software. Wash sales are supported in the Professional and Advisor versions.
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.
Yield Calculations:
* True AIMR compliant yield calculations. Multiple yield types are available to report how well your money performed, or how well the underlying investment performed. See Yield Calculations in the documentation.
Markers and Trendlines:
* Markers can be shown on graphs for the following: Buy, Sell, Distribution, Notes, Splits, Price Alerts, Un-Specified Lots, Trendlines. Trendlines are a special marker type that you can draw on any of your graphs.
Multiple Currency Support:
* Track investments in up to 8 different currencies. See the tutorial on tracking investments in different currencies.
Import Transaction History:
* Supports transaction data from a wide variety of sources, including a "Generic" import, where you can specify the format of your incoming data. Makes it easy to get started if you're coming from another software package, such as Quicken or Microsoft Money.
Asset Type and Investment Goal Allocation:
* Each investment can be assigned in percentages to 25 asset types, and also 25 investment goals. Graphs and reports are available for analyzing your allocation among, and performance in, these categories.
|
| Antivirus information |
| Downloadsky has downloaded and tested Fund Manager Personal on 2011-1-23 4:27:15 with some of Today's best antivirus engines and you can find below, for your convenience, the scan results: |
| Kaspersky: | Clean |
| NOD 32: | Clean |
| Bitdefender: | Clean |
|
| NO SPYWARE |
| NO ADWARE |
| NO VIRUSES |
|  Fund Manager Personal: does not contain any adware or spyware, certified by download sky. |
|
| Related press releases |
ARYAKA Launches Cloud-Based Application Acceleration And WAN OPTIMIZATION Platform; Raises $14 Million In Funding [2010-11-8 16:46:07]
MILPITAS, Calif. – Sept. 21, 2010 – Aryaka Networks (www.aryaka.com), provider of the world’s first cloud-based application acceleration and WAN optimization solution, today announced it has officiall... |
| Alive Task Manager 1.8 is released. [2010-9-7 19:37:05]
Alive Task Manager is a simple and efficient tool for the planning of diverse tasks. It can be used to generate and view a personal time-table, remind about particular events, create repeated tasks, e... |
| Drive Headquarters launches DriveHQ FileManager 5.0 cloud file storage software [2010-8-22 7:12:06]
Drive Headquarters, Inc. (http://www.DriveHQ.com), the leading Cloud Storage and Cloud IT Solution provider announced a new version remote file storage software - DriveHQ FileManager 5.0. DriveHQ File... |
| Drive Headquarters launches DriveHQ EmailManager 3.0 for highly efficient email backup [2010-8-22 7:10:38]
DriveHQ EmailManager was the first software application that can manage emails and contacts like files; it can drag-&-drop or automatically backup your Outlook / Outlook Express / Windows Mail in ... |
| Crystal Desktop Virtual Desktop Manager Updated to 3.7 [2010-8-1 21:50:42]
Virtual desktop managers have become popular on most operating systems, for users who want to keep multiple projects open at once (or perhaps hide one set of windows from their boss). Crystal Desktop ... |
| Comodo Announces Latest Version of Endpoint Security Manager Version 1.6 Stops Viruses and Malware Completely [2010-7-21 8:31:35]
Now Available in Chinese-Patent Pending Technology Delivers Unparalled 100% Proactive Protection by Shifting the Paradigm from Virus Infection Removal to Prevention
Jersey City, NJ, July 16, 2010 -... |
| MagneticOne Announces Initial Beta Release of Store Manager for CubeCart [2010-7-15 9:30:41]
Ternopil, Ukraine - July, 12 2010 - MagneticOne, innovative software development company, is proud to announce initial beta release of Store Manager for CubeCart today. This is a unique application, w... |
| RD Connection Manager v3.0 Now Available for Download [2010-7-11 17:35:36]
Foster City, CA [ download3k ] – RDPDesk, one of the leading companies in the field of security connection solution development would like to announce the launching of version 3.0 of RD Connection man... |
| WebriQ releases new features and its Domain Registration Manager [2010-6-13 23:55:39]
WebriQ provides a content management system and dynamic portal engine that enables anyone to publish their own website, and that from a simple informative website to a complex multisite and multilingu... |
| Novosoft has announced the release of Handy Password 4.6 – newest web password manager [2010-6-10 18:58:02]
Web password manager Handy Password has been improved greatly since its first release. The developer, Novosoft LLC, has a great experience in creating software for Windows computers and its specialist... |
|
|
|
| BitDefender 8 Virus Definitions |  Bitdefender latest virus definitons !
Works with BitDefender Professional Edition, BitDefender Standard Edition, BitDefender Free Edition.
The package cumulative.zip is published every week on Monday and includes a |
|
| Microsoft .NET Framework |  The Microsoft .NET Framework 4 redistributable package installs the .NET Framework runtime and associated files that are required to run and develop applications to target the .NET Framework 4.
The .NET Framework is M |
|
| Ikarus Engine Update |  This file is an update for the Ikarus T3 engine. It can be used the update Ikarus Virus Utilities starting from version 1.0.52 and T3 Command Line Scanner (t3scan) starting from version 1.0.30 (1000030).
Ikarus Virus |
|
| Simple Shop |  Utilizing a point of sale (POS) system is critical for any type of business. There are dozens of benefits to these programs aside from the time and money that they save business owners. With so many different POS program |
|
| Kaspersky Anti-Virus Update |  This is a special update application to install the latest virus databases and various fixes to AntiViral Toolkit Pro for Windows 95/98/NT version 3.0.129 and above.
Use this if you already have AntiViral Toolkit Pro |
|
| Classic Mustang Analyzer |  Classic Mustang Analyzer checks the authenticity of the car's construction for restoration purposes or just for fun. Information is supplied on axles, bodies, dates, engines, interior and exterior paint, transmissions an |
|
| Ad-Aware Definitions File |  bThe definitions have two versions because the versioning differs for Ad-Aware 8.2 (the first version) and Ad-Aware 8.3 (the second version)./b
Ad-Aware is the latest version of Lavasoft's industry leading anti-spywar |
|
| Windows Defender Latest Definition Updates |  This package will help you install the latest Windows Defender definition updates.
If you encounter problems while trying to install definition updates for Windows Defender, you can download the latest definition upda |
|
|
Others 
Fund Manager Personal 10.9
