Manage Invest for Windows

Name: Manage Invest
Rating: 4.6 (5 reviews)
Author: Manage Invest

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Editors’ Review

Download.com staffFebruary 26, 2026

Manage Invest offers comprehensive portfolio management, analysis, and charting. It consolidates all investment types for complete control and visibility.

Pros
- Supports diverse investment types including financial, physical, and derivatives.
- Provides detailed asset performance analysis by various categories.
- Includes charting with customizable technical indicators.
- Offers end-of-day stock and FX data at no extra cost.
- Features GIPS compliant return calculations and tax optimization.
Cons
- No mention of real-time data availability.
- Does not specify mobile or web access.
- User interface details are not provided.
- No information on integration with external trading platforms.

Manage Invest for Windows

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Full Specifications

GENERAL

Release: January 9, 2009

Latest update: February 26, 2026

Version: 2008.9

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 2003
Windows Vista
Windows NT
Windows XP
Windows 2000
Windows 10

Additional Requirements: Windows NT/2000/XP/2003 Server/Vista

POPULARITY

Total Downloads: 3,939

Downloads Last Week: 10

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Program available in other languages

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User Reviews

4.6/5

5 User Votes

excellent portfolio manager
busvestaNovember 14, 2007
Pros
- simple to use - can handle all types of investments, not limited to shares - excellent reports and charts... all the info i need in the right format! - automated access to stockmarket data which makes valuations simple
Cons
- large download... though it is well worth it!
Summary
cud not help me as i wanted something to suit the Indian investors woe
ayeshakitOctober 19, 2007
Pros
the management of assets is very easy even for lay man
Cons
that it was not made suitable for world over, or may be u can help me find one that suits for Indian econonmy.
Summary
Simply the BEST.
GlobulousMarch 27, 2007
Pros
Manage Invest, to put it simply, is the best investment portfolio management software I have ever seen. It is easy to use and covers everything I need for my portfolio. The interface is well laid out and easy on the eyes. It also comes with a user manual that is very easy to read and very helpful. I will be recommending Manage Invest to everyone I encounter looking for this type of software. A very good job.
Cons
Nothing so far! I'll let you know as time progresses.
Summary
comprehensive and easy to use
kg_hMarch 18, 2007
Pros
This is the most comprehensive portfolio manager i have seen so far. The level of detail allowed is very useful for those who are serious about their income, expenses and investments. Accurate and informative reports and analysis. Support staff are very responsive and helpful. Highly recommended.
Cons
Large download (but well worth it!)
Summary
Amazing Software with great graphics
mypippaMarch 10, 2007
Pros
Software has great graphics and show you immediately the value of your investments. You can revalue shares on multple stock exchanges with a single click and it automatically does the exchange rate calc. The bonus is that it also has a full set of accounting software embeddded so you can track payments and receipts including dividends etc I have shares in the US and in Australia as well as Investment Property and this allows me to have it in one place and see my total valeu. Realy the best I have seen and I have been looking for a while. You do need to read the getting started guide though to make sure you get the setup right
Cons
none its a great bit of software
Summary

Developer’s Description

By Manage Invest

Get charting, analysis, portfolio management and watchlists in one comprehensive software package.

Manage Invest is a professional level investment selection, portfolio management and performance evaluation solution. It enables you to manage all of your investments (financial, physical, derivative and fixed income) in one place. Manage Invest provides you with complete control and visibility of all of your investments, income and expenses. You can easily analyze asset performance based on asset classes, investment categories, brokers, advisers, fund managers and GICS sectors. Set targets for your investment allocations and see your real exposure to various investment categories. Manage Invest can produce a full range of financial, investment and transaction reports and includes a charting and technical analysis module with dozens of customizable indicators. End of day stock market data (including historical data) and FX data for automated currency conversions are provided at no extra cost.

Version 2008.9 includes GIPS compliant time-weighted return calculations as well as automated newsreaders and watchlists. The data driving this functionality is delivered for no additional cost. Finally, this version adds tax optimisation options for financial asset sales.

Manage Invest for Windows

Editors’ Review

Pros

Cons

Manage Invest for Windows

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User Reviews

excellent portfolio manager

cud not help me as i wanted something to suit the Indian investors woe

Simply the BEST.

comprehensive and easy to use

Amazing Software with great graphics

Developer’s Description