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Fund Manager Personal

$99
Download Editors' Rating:
Editors' Rating:
Excellent
Average User Rating:
out of 24 votes out of 0 votes

Quick Specs

  • Version:
    2016.14.6.100
  • Total Downloads:
    19,635
  • Date Added:
    Jun. 06, 2016
  • Price:
    Free to try (60-use trial); $99.00 to buy (Buy it now)

Editors' Review

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Personal finance and investment management software is becoming more powerful and capable yet easier to use than ever. Case in point is Believ's flagship product, Fund Manager Personal, a comprehensive portfolio manager designed to give investors powerful reporting and graphing features that are also easy to learn, understand, and apply. Its customizable financial analysis and reporting tools make it suitable for individual investors and family finances as well as active traders and market professionals.

Fund Manager's clean, elegant, businesslike interface is anchored by a full-featured menu bar, including an excellent Help file as well as controls for the program's 34 graph types and 17 reporting options. These are equally attractive and efficient, the colorful, customizable graph dialogs in particular. The reporting options let you filter, sort, list, and calculate data in different combinations and parameters to display exactly the results you need without irrelevant factors. We especially like the way Fund Manager grabs updated price and transaction data online at the click of a button, a huge time-saver. Another welcome feature is its ability to simplify tax preparation by quickly generating highly specific reports and automatically inserting tax IDs.

Fund Manager's free trial version is limited to 60 uses; the full version costs $69.. It works in Windows versions from 98 to 7. We were impressed by its ability to generate a staggering array of customized, specific, highly legible reports and graphs for a wide range of investors with very different financial needs. It's a significant presence in both business and personal finance software.

 
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Publisher's Description

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User Reviews
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Results 1–10 of 24

5 stars

"Best portfolio software I have found over many years"

January 30, 2016  |  By andrew cohen

2016-01-30 01:12:20  |  By andrew cohen

 |  Version: Fund Manager Personal 2016.14.3.1

Pros

Many similar products do not work properly for UK users. This is the best and most reliable.
There are regular updates. Easy to progam in personal analyses.

Cons

Graphs do the job well but do not look all that modern. Maybe a choice of skins ?

Summary

Many years ago used to use Microsoft Money. Since it stopped Fund Manager is now the best portfolio software I have found and so have used it for years. The options for UK users are not great but this works well. It has the benefit that there is always a copy of my data on my machine - I prefer things this way.

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5 stars

"Excellent!"

December 20, 2015  |  By kafundmanager

2015-12-20 09:48:17  |  By kafundmanager

 |  Version: Fund Manager Personal 2016.14.0

Pros

I can't say enough good things about your company and your software. The software is reasonably priced, contains every feature I could ever want, the downloads of updates are quick, and the support is excellent. And unlike other software, newly installed updates don't cause other, seemingly non-related problems, which is more than I can say for Microsoft or QuickBooks.

Cons

None that I have found in the 5 years I have been using the software.

Summary

Comprehensive, dependable, and user-friendly software with outstanding customer support for 'how-to' questions.

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5 stars

"Outstanding"

October 05, 2015

2015-10-05 20:51:11

 |  Version: Fund Manager Personal 2014.13.7

Pros

Handles all my diverse investments at different brokerages and gives me ROI/Yield on each portfolio and broker so I can make direct comparisons as to which broker is doing the best for me. Main reports for me are Yields for each of the sub-portfolios at each of the brokerage houses for 1 mo, 6 mo, 9 mo, 1 yr, 3 yr, 5 yr.

Cons

Learning curve on what "little" that you need to do to be up and running. Best advise is on first setup - accept the defaults, don't try to make changes and see how everything works - then get creative.

Summary

This product was outstanding 10 years ago when I "found" it, and just keeps getting better with each release. I just upgraded to 2016 - You will not be disappointed. New youtube videos are very helpful. Even this 10 year user went back and learned a lot of things that I never knew. Great support from vendor - needed "help" two times in the last 10 years and response was fast.

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5 stars

"Very pleased with Fund Manager"

April 12, 2014  |  By DanKonigsbach

2014-04-12 14:47:38  |  By DanKonigsbach

 |  Version: Fund Manager Personal 12.4

Pros

Handles tracking my retirement investments, including obscure cases (like tracking individual lots).
Phenomenal support through their web site.
Actively developed and continues to improve.
Easy download of prices and transactions.
You can organize your investments in any way that makes sense to you, and you can have more than one organization for different purposes.
Your financial information is on your machine, not somewhere in the cloud.

Cons

Getting comfortable with how Fund Manager works takes a bit of learning. There are good tutorials and help on the web site, but it's not a "hand holding" type of program.

Summary

I needed a program to track mutual funds in 401(k)s, IRA, etc. I already went through three - two of them (Mind your Money and Microsoft Money) were dropped by their manufacturer, and I wasn't willing to deal with limitations of the third (Quicken). Most of the other programs I looked at were really household budget with some, inadequate, investment tracking.

Then I found Fund Manager, and I've been a happy customer ever since. Tracking investments is what Fund Manager is all about, not an afterthought. The price is great, and it does just about whatever I need. Early versions had limitations that I was willing to deal with, and later versions filled in the gaps. The latest version, 2014, is downright amazing.

If you have any questions or suggestions, post it on the discussion board and you will get a thoughtful, knowledgeable answer amazingly quickly. (Does Mark ever sleep?) Suggestions *ARE* listened to.

If you're trying to track stocks, bonds, mutual funds, and such, Fund Manager is a great choice.

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5 stars

"Outstanding tracker for investments"

April 01, 2014  |  By ElrondPA

2014-04-01 14:31:57  |  By ElrondPA

 |  Version: Fund Manager Personal 12.4

Pros

I've been using Fund Manager for over a decade. It continues to grow, optionally recording a mind-boggling number of details about each investment and creating an equally mind-boggling set of calculated values to track your results, yet without becoming cumbersome (ignore the extras with little difficulty). Links to a variety of online quote services as well as all major brokerage firms make it simple to download both quotes and your individual transactions, minimizing the need for manual entry. Rate of return calculations and graphs are incredibly quick even with 20 years of daily prices. Almost everything about the display and reporting is customizable. High-end versions for professional traders (including real-time quote monitoring) and investment advisors are available. Author is responsive to requests for new features.

Cons

Manually entered transactions get share amounts calculated to 6 decimal places, though I've never seen a fund use more than 3. Fixing it is a nuisance, but minor. No way to get multiple windows to automatically resize (enlarging one shrinks the other).

Summary

Reasonably priced, extremely versatile software for managing stock, bond, and mutual fund investments.

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5 stars

"Excellent Investment Tracker and Flexible Reports"

March 22, 2014  |  By ncrawford

2014-03-22 23:22:55  |  By ncrawford

 |  Version: Fund Manager Personal 12.4

Pros

The program is very comprehensive. Allows tracking of holdings at a multitude of brokerage firms and funds in one place. Automatically downloads data from each one. Lots of reports with many options.

Cons

Can take a while to figure out all the features

Summary

Serious tool for keeping track of all your investments from multiple sources in one place. Great for analyzing and see how well you are doing.

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3 stars

"Disappointing"

December 28, 2012  |  By The Wiener

2012-12-28 07:19:27  |  By The Wiener

 |  Version: Fund Manager Personal 12.0

Pros

Great software for learning about investing and portfolio management.
Super-helpful staff at publisher's website (support forum).
Solid software; bugs have mostly been ironed out over 10 years.
Highly-customizable.
Excellent design and continually modified as new features are added.
Great free-trial allows users to become well acquainted with Fund Manager.

Cons

Personal Version has serious functional restrictions.
Users are forced to update every year or two or lose functionality.
Expensive: for some essential features you will need Adviser or Professional versions and those are $$$$.
USA-centric. American brokers supported; others, not so much. Should be other versions for other countries.

Summary

Amazing bit of software but the Personal Version limitations will leave a serious investor frustrated. Personal Version will not download stock distributions (if you are serious about investing you need these!)

Updated on Dec 28, 2012

Wanted to add that forced updates mentioned above cost money.

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2 stars

"Difficult to import data"

November 19, 2011  |  By john87683783

2011-11-19 08:17:16  |  By john87683783

 |  Version: Fund Manager Personal 11.4

Pros

Looks like a nice interface, never really got my data in so I could try it

Cons

Automatic download from online accounts will not pick up historical transactions for securities not currently owned, at least not in the case of my mutual fund company (TRP). This data is available online from the website and can be downloaded in an Excel file, so the problem seems to be with the program and not with the website.

I tried to import these using the "import" function from an Excel spreadsheet, but this operation is very buggy. Never succeeded in getting more than 10% of the historical transactions in my spreadsheet imported in spite of spending several hours in the attempt.

Summary

Great potential, but seems to me to be essentially a beta test version.

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5 stars

"Good product, long trail period and great tech support"

October 15, 2011  |  By bob_patton

2011-10-15 14:05:52  |  By bob_patton

 |  Version: Fund Manager Personal 11.4

Pros

You can start the product 60 times before you need the product key. This was plenty of time to figure out how to use it and get into a routine for using it til you almost forget you are using it in demo mode.
The technical support is great. They were able to help me with the transition from my old DOS portfolio management program, PFROI, and it does everything that my old program did but it is easier.
It downloads transactions from my broker saving me the time and trouble of entering them manually.

Cons

It can be kind of tricky importing all your old transaction data but it is easy to get help from their message board.

Summary

A good program for keeping track of cost bases and return on your investments.

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5 stars

"Intuitive program for recording investment transactions"

December 19, 2010  |  By DickPape

2010-12-19 19:46:57  |  By DickPape

 |  Version: Fund Manager Personal 10.8

Pros

Beiley Software has been very solid over the years. Automated download of stock prices. Easy to setup and maintain real or play investment accounts. Very important in giving me picture of my financial health.

Cons

I keep forgetting where the tailored reports are stored (Registry?) so when I have to reload Windows every couple of years I have to search around too much to find them.

Summary

Beiley has been delivering a superb product for a long time. I've been using Fund Manager for over 9 years to record and display my investments. I can bring them up to date quickly using the online access to stock price data.

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Results 1–10 of 24

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Full Specifications

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What's new in version 2016.14.6.100
Improved documentation in online help on calculating OOP cost of transferred shares

Improved position import from Schwab Data Delivery (Advisor version only)

Added flexibility for sizing of graph images when emailing or saving images to a folder during batch print/email. User now has control over output graph image size by controlling state/size of window. See notes in documentation. (Advisor version only)

Bug fix: Changing investment stack order wasn't refreshing the portfolio/investment overlay graphs, so the overlaid investments could be plotted incorrectly, or the program could crash.

General
Publisher Beiley Software
Publisher web site https://www.beiley.com
Release Date April 11, 2016
Date Added June 06, 2016
Version 2016.14.6.100
Category
Category Productivity Software
Subcategory Personal Finance Software
Operating Systems
Operating Systems Windows 2000/XP/2003/Vista/7/8/10
Additional Requirements None
Download Information
File Size 2.73MB
File Name fundmn2016p6.exe
Popularity
Total Downloads 19,635
Downloads Last Week 2
Pricing
License Model Free to try
Limitations 60-use trial
Price $99

Previous Versions:

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