Fund Manager

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.