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Download Editors' Rating:
Editors' Rating:
Average User Rating:
out of 24 votes out of 24 votes

Quick Specs

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

Editors' Review


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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Full Specifications

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.

Publisher Beiley Software
Publisher web site
Release Date April 11, 2016
Date Added June 06, 2016
Version 2016.14.6.100
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
Total Downloads 20,014
Downloads Last Week 10
License Model Free to try
Limitations 60-use trial
Price $99

Previous Versions:

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