Fund Manager Portfolio Management Software

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. Compare these products to find the Fund Manager program that's right for you.

Track all security types
Powerful graphing
Extensive reports
Capital gain calculations
FIFO, AVG, or Specific Lot
Export to TurboTax
Yield calculations (AIMR compliant)
Technical analysis

Retrieve prices from the internet
Retrieve transactions from broker/fund
Trailing stop loss alerts
Import from Quicken, Money, or text
Multi-currency support
Broker/dealer interfaces
Client management
More portfolio management features

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Fund Manager received 5 stars from Ziff-Davis, their highest rating.

To try out Fund Manager, visit the download page for a fully functional evaluation version. After evaluating the program, you can purchase a licensed copy.