Fund Manager Personal - Free download and software reviews - CNET Download.com

Fund Manager Personal

CNET 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.

Publisher's Description

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All User Reviews
  • All versions:

    4.4 stars

    out of 21 votes

    • 5 star: 14
    • 4 star: 3
    • 3 star: 2
    • 2 star: 2
    • 1 star: 0
  • Current version:

    5.0 stars

    out of 3 votes

    • 5 star: 3
    • 4 star: 0
    • 3 star: 0
    • 2 star: 0
    • 1 star: 0
  • My rating:

    0 stars

    Write review

Results 1-3 of 3

  • 5.0 stars

    "Very pleased with Fund Manager"

    April 12, 2014  |   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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  • 5.0 stars

    "Outstanding tracker for investments"

    April 1, 2014  |   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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  • 5.0 stars

    "Excellent Investment Tracker and Flexible Reports"

    March 22, 2014  |   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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Results 1-3 of 3

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