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Program Information
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Shareware (Free to try)
3.23 MB
Windows (All Versions)
Beiley Software(more)
FindMySoft Editor's Review
Fund Manager – Portfolio Management Software
Review by on
Beiley Software, Arizona-based software developer that was founded in 1993, had investors, advisors, and traders in mind when it came up with Fund Manager. You see, this application is a portfolio management product that provides top quality at an affordable price. You’re well advised to go get it if you need a tool to track stocks, funds, options, bonds, and so on.

As expected, a setup wizard will help you install Fund Manager on your Windows-powered machine. Once the setup wizard is done, it will ask to perform two tasks: run the application; open a Fund Manager tutorial in your default browser.

And speaking about wizards, when you launch Fund Manager you will be presented with a wizard that will help you create a new portfolio. After you get through the New Portfolio Setup Wizard you will be presented with Fund Manager’s interface – an easy to navigate, easy to figure out interface, mind you.

Please note that there are three Fund Manager editions: Personal, Professional, and Advisor. As expected, the functionality varies from one edition to another. The Personal edition has the least features to offer while the Advisor edition has the most. A side-by-side comparison of these three editions is available on Fund Manager’s official website.

Here are the main features offered by Fund Manager Personal edition: unlimited portfolios, manage investment records, up to 500 investments in a portfolio, multiple report types, multiple graph types, price alerts, yield calculation, asset allocation, and more.

The simple truth of the matter is that Fund Manager can prove to be a very useful portfolio management tool.

Thanks to a setup wizard, you will quickly be done with the installation process. There’s a wizard that allows you to create a portfolio. Tutorials are available online. There are three Fund Manager editions: Personal, Professional, Advisor.

The Personal edition has the least functionality to offer.

You can download Fund Manager free here.
About the author: George Norman
George is a news editor.
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Fund Manager Awards
Fund Manager Editor's Review Rating
Fund Manager has been reviewed by George Norman on 05 Mar 2014. Based on the user interface, features and complexity, Findmysoft has rated Fund Manager 5 out of 5 stars, naming it Essential
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