Fund Manager Available Versions

Fund Manager is available in Personal, Professional, and Advisor versions. The Personal version is primarily for the individual investor. The Professional version is intended for professional traders. The Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)

The Personal, Professional, and Advisor versions all use the same file format. You can use these versions interchangeably on your same data files. The following table shows a feature comparison of the different versions:

	Personal	Pro	Advisor
Manage Your Portfolio
Investment Records Management (recording transactions, splits, etc...)	Yes	Yes	Yes
Portfolios	Unlimited	Unlimited	Unlimited
Max Investments in a Portfolio	500	2,000	50,000
Internet Price Retrieve	Yes	Yes	Yes
Direct Internet Transaction Retrieve	Yes	Yes	Yes
33 Graph Types	Yes	Yes	Yes
13 Report Types	Yes	Yes	Yes
Capital Gain Calculations: FIFO, AVG, or Specific Lot	Yes	Yes	Yes
Export to TurboTax	Yes	Yes	Yes
Price Alerts	Yes	Yes	Yes
Yield Calculations	Yes	Yes	Yes
Graph Markers and Trendlines	Yes	Yes	Yes
Multiple Currency Support	Yes	Yes	Yes
Import/Export of Data	Yes	Yes	Yes
Asset Allocation	Yes	Yes	Yes
All other features	Yes	Yes	Yes
Advanced Trading Features
Advanced Statistics (Sharpe Ratio, Beta, Correlation, etc...)		Yes	Yes
Technical Analysis		Yes	Yes
Real-Time Quotes		Yes	Yes
Retrieve Historical Div./Splits		Yes	Yes
Trailing Stop Loss Alerts		Yes	Yes
Moving Average Alerts		Yes	Yes
Wash Sale Support		Yes	Yes
Client Management Features
Client Management Support			Yes
E-mail Graphs/Reports to Clients			Yes
Batch Printing			Yes
Ameritrade (legacy) Import			Yes
DAZL Import			Yes
DST FAN Mail Import			Yes
Fidelity Advisor Import			Yes
Fiserv ISS Import			Yes
SchwabLink Import			Yes
Scottrade Import			Yes
Southwest Securities Import			Yes
TD Ameritrade Import			Yes
Graph/Report Publishing Support			Yes
Report Disclaimers			Yes

Price	$69	$295	$895

Visit the download page to obtain any of these versions.