- Quick specs
- Price: Free to try (Evaluation period); $39.00 to buy
- Operating system: Windows 95/98/Me/2000/XP/NT
- Date added: January 07, 2005
- Total Downloads: 14,881
- Downloads last week: 11
- See full specifications
A newer version of Fund Manager is available.
(Download doesn't provide access to previous versions of this program.)
- Average user rating: stars out of 12 votes
See all user reviews
Publisher's description
From Beiley Software :Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.
Version 7.0 includes various portfolio related improvements including a new portfolio editor window, and the ability to direct transaction retrieve from your broker or mutual fund company.
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User reviews of Fund Manager 7.0
- Average user rating: 0 stars Not yet available
- My rating: 0 stars Write review
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Showing 2 of 2 user reviewsSee all 2 user reviews
This software version | All versions -
2 out of 2 people found this review helpful
Version: Fund Manager 7.0
"Works well for this Canadian"
Pros: Unlike the previous reviewer, I have had no trouble downloading updated quotes for Canadian securities AND mutual funds using their updated quote servers.
This is the only product I have found to do all the calculations I want (Internal rate of return, annual return, ect). Making bi-weekly contributions makes manual calculations of this data difficult. Why Quicken does not do these I don't know? Why my broker won't do this I don't know either. I guess that is why this product exists. The price is a little steep but as it is really the only product I have found that can do all I want, including obtaining Canadian data, I am happy to pay.
Cons: I am having some difficulty with getting historical data but am coming up with some workarounds.
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Version: Fund Manager 7.0
"Canadians Should Forget This Product"
Pros: Very good graphics, flexibility and performance.
Cons: NO SUPPORT for Canadian investors. Canadian investments won't update much of the time. And the software developer doesn't seem to give a damn.
Not worth the headaches if you're investing in Canadian stocks and mutual funds.
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