Fund Manager is a Windows portfolio management application for the individual investor, professional trader, and investment advisor.
Fund Manager will provide you with a wide variety of graphical and numerical information to help you monitor your investments. The program can display many different types of graphs and reports. Graphs allow you to visually see the performance of your investments and portfolios from many different viewpoints. Reports provide numerical data, including a wide variety of figures of merit for your investments and portfolios. Reports can be customized and memorized.

Fund Manager can also overlay markers on the graphs showing you when/where significant events occurred, such as transactions and/or notes. These markers are useful to help you see at what relative price you made your investments.

Fund Manager will calculate and display a variety of true yield figures for each investment or for your entire portfolio, over any specified period of time. The two Fund Performance yields show how well the investment performed, independent of when you invested. The Return On Investment (ROI) yield shows how well your investments performed, depending upon when you invested. ROI yield provides information for your specific investment, and lets you see numerically how well you timed the market by seeing whether or not you outperformed the fund yields.

Fund Manager provides a user-friendly interface for updating the information for each investment. Fund Manager allows you to enter purchases, redemptions, distributions, and share price updates. Volume, high, low, and open data is also optionally tracked. One of Fund Managers most popular features is the ability to automatically retrieve and update prices from the Internet. Fund Manager has many other powerful price and transaction retrieval capabilities.

Fund Manager makes tax time a breeze. The Capital Gain - FIFO, Capital Gain - Specific Lot, and Capital Gain - AVG reports have the same format and information required on the IRS Schedule D. Capital gains information can be exported to TurboTax through a Tax eXchange Format (.TXF) file. Support for wash sale rules is available in the Professional and Advisor versions.

Fund Manager allows you to set up different portfolios. For example, you may have one portfolio named stocks, another named mutuals, and one called all. Within Fund Manager (or from the command line), you can either open individual investments or open a portfolio. Portfolios allow you to save a user-defined work-space. The next time you start Fund Manager, you can simply open this portfolio which will open multiple investment files and set your desired options, as they were when you last saved this portfolio.

Fund Manager offers price alerts. When an investments price crosses some threshold you have specified, alerts can notify you via a simple popup window, e-mail, or your pager. The Professional and Advisor versions support advanced alerts, such as trailing stop loss alerts.

You can have up to 500 investments open at once, and Fund Manager can display 1, 4, or 9 investments simultaneously, to allow you to easily compare performance between investments. Fund Manager offers many keyboard and mouse shortcuts to quickly scroll through all open investments.

Fund Manager supports tracking investments in multiple currencies.