WINDOWS CATEGORIES:



NEWS ARCHIVE >>
SOFTPEDIA REVIEWS >>

WEEKLY HIGHLIGHTS

DVD Cloner45
Spyware Doctor40
1Click DVD Copy40
Apollo DVD Copy40
ABC Amber BlackBer...45
Protected Music Co...40

7-DAY TOP DOWNLOAD

#
Program
Avira AntiVir
Personal - Free
Antivirus 8.1.0.331

142,058
Windows Live
Messenger 2009
14.0.5027.908

104,025
Windows Live
Messenger
8.5.1302.1018

82,367
Internet Download
Manager 5.14 Build 5

45,818
DVD Shrink 3.2.0.15
43,283
Y! Multi Messenger
8.x and 9.x

42,305
Vista Transformation
Pack 8.0.1

40,235
Microsoft Office
2007

39,154
Adobe PhotoShop CS3
33,359
Nero 7 Premium
7.11.10.0

32,780

WEEK'S BEST

  • DAEMON Tools Pro (...
  • Opera 9.60 Build 1...
  • Maxthon Standard 1...
  • DAEMON Tools Pro B...
  • Advanced X Video C...
  • WinRAR 3.80 Stable
  • Nero 9 9.0.9.4
  • Net Transport 2.64...
  • Advanced SystemCar...
  • Windows Live Messe...
  • Acronis True Image...
  • ImTOO DVD Ripper S...
  • Combined Community...
  • Fastream IQ Web/FT...
  • VirtualDub 1.8.6 B...
  • Super DVD Creator ...
  • Deluge 1.0.2
  • Adobe Flash Player...
  • WinPatrol 15.9.200...
  • Trend Micro Intern...
  • COMODO Internet Se...
  • WinZip 12.0 Build ...
  • Real Alternative 1...
  • Camfrog Video Chat...
  • iTunes 8.0.1.11
  • QuickTime 7.55.90.70
  • SiSoftware Sandra ...
  • EVEREST Ultimate E...
  • Google Chrome 0.3....
  • BS.Player 2.31 Bui...
  • Home / Windows / Others / Finances & Business
     Report spyware

    Fund Manager Professional 9.3



    Downloads: 808  Add to download basket  Tell us about an update
    User Rating:
    Rated by:
    Good (3.0/5)
    26 user(s)
    Developer:

    License / Price:

    Size / OS:

    Last Updated:

    Category:
    Beiley Software | More programs
    Trial / USD 295.00 | BUY the full version
    1.7 MB / Windows All
    October 1st, 2008, 21:11 GMT [view history]
    C: \ Others \ Finances & Business

     Read user reviews (0)  Add a review  Refer to a friend  Subscribe

     

    Fund Manager Professional description

     

    This software application will help you manage, monitor and improve your accounting skills.

    Fund Manager is a full featured portfolio management software 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.

    The Professional version is intended for professional traders.

    Here are some key features of "Fund Manager Professional":


    Investment Records Management
    Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, and cash accounts. Keep track of your purchases, redemptions, distributions, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions. Transactions can be entered manually, imported from a wide variety of formats, or retrieved directly from your broker or mutual fund company.

    Hierarchical Portfolios
    Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios. Display graphs/reports on any portfolio or sub-portfolio. Sub-portfolios are useful for organizing your investments into specific accounts, and/or for investment advisors tracking investments for multiple clients. For managing your portfolios see the Portfolio Editor. There is also a tutorial on using the Portfolio Editor.

    Automated Price Updates
    Retrieve daily and historical prices from the internet.

    Retrieve Transactions Directly from your Broker or Fund Company
    Retrieving transactions makes keeping your records updated easy. Learn more here.

    Graphing
    Extensive graph options allow you to view your investments and portfolios in a variety of ways. Compare performance and gain insight into your positions. Choose from 29 customizable graph types displayed in the Graphs window. See screen shots of graphs.

    Reports
    Choose from any of the 13 available report types, including a "Custom" report that offers over 150 available fields to choose from. Reports are very flexible, so you can get the exact format you need. See Report windows and sample screen shots of reports.

    Capital Gains Reporting
    Support for First In First Out (FIFO), Average, or Specific Lot accounting methods. Capital Gain reports provide all the information required for tax reporting. Export capital gains to TurboTax or other popular tax preparation software. Wash sales are supported in the Professional and Advisor versions.

    Price Alerts
    Choose from a variety of price alert types, such as fixed price, trailing stop loss, or moving average alerts. When an alert is triggered you can be notified with a popup window, sound, have an e-mail sent to you, or you can be paged.

    Yield Calculations
    True AIMR compliant yield calculations. Multiple yield types are available to report how well your money performed, or how well the underlying investment performed. See Yield Calculations in the documentation.

    Markers and Trendlines
    Markers can be shown on graphs for the following: Buy, Sell, Distribution, Notes, Splits, Price Alerts, Un-Specified Lots, Trendlines. Trendlines are a special marker type that you can draw on any of your graphs.

    Multiple Currency Support
    Track investments in up to 8 different currencies. See the tutorial on tracking investments in different currencies.

    Import Transaction History
    Supports transaction data from a wide variety of sources, including a "Generic" import, where you can specify the format of your incoming data. Makes it easy to get started if you're coming from another software package, such as Quicken or Microsoft Money.

    Asset Type and Investment Goal Allocation
    Each investment can be assigned in percentages to 25 asset types, and also 25 investment goals. Graphs and reports are available for analyzing your allocation among, and performance in, these categories.


    Technical Analysis
    The technical analysis graph allows you to display a wide variety of indicators.

    Real-Time Quotes
    Retrieve real time pricing information.

    Retrieve Historical Dividend and Split Data
    Retrieve past dividends and splits on investments. Useful for when the data is not available from your broker or fund company, or when you're investigating investments you may not own.

    Trailing Stop Loss Alerts
    An alert type useful for limiting your down-side exposure.

    Moving Average Alerts
    An alert type to notify you when the price crosses a moving average. You choose the time period for the moving average.

    Wash Sale Support
    Wash sales supported in capital gain reports.

    Limitations:

    · The evaluation version is fully functional, but limited in the number of times it can be started. The evaluation version can be started 50 times before a license key will be required. After 35 starts you will get a notice upon program startup, but you can continue using the program up to the 50 start limit. The start count limit is eliminated once a valid license key is entered into the program.

    What's New in This Release: [ read full changelog ]

    · When opening a portfolio with "View / Exchange Rate Adjusted" on, any investments assigned to currencies in the new 9 through 25 positions under "Options / Currency Settings..." would be incorrectly exchanged
    · The preference to remove "Name" or "Symbol" from the Portfolio Editor list view would not be properly recalled after re-starting
    · The "% of Portfolio" Portfolio Editor list view field would sometimes incorrectly show a value when the selected sub-portfolio has a zero balance

     Softpedia guarantees that Fund Manager Professional 9.3 is 100% CLEAN, which means it does not contain any form of malware, including spyware, viruses, trojans and backdoors. [read more >]


    TAGS:

    manage fund | manage money | money manage | fund-manager | portfolio | manage

    Related downloads IT News Popular downloads New additions   Latest reviews  
    Soda Tracker 1.0.4
    Soda Tracker - Keep track of all the sodas you've taken from the fridge at work
    FAssistant 4.00
    FAssistant - Monitor and record your finances
    Money Manager 1.0 beta
    This Google gadget helps you manage your finances better
    YNAB Pro 1.1
    YNAB Pro is money management software at its simplest, most effective, finest form
    MoneyCare + 2.0
    MoneyCare + is a software to keep record and calculate Incomes and Expenses of Individual or Home or Business


    HTML code for linking to this page:


    Go to top



    SUBMIT PROGRAM   |   ADVERTISE   |   GET HELP   |   SEND US FEEDBACK   |   RSS FEEDS   |   ENTER NEWS SITE   |   ENGLISH BOARD   |   ROMANIAN FORUM