Fund Manager Advisor

Name: Fund Manager Advisor
Works on: windows

Windows XP and above

Version: 2016.14
Last Updated: 12 Apr 2017
Release: 31 Dec 2015
Category: Others > Finances and Business

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385 downloads

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Fund Manager Advisor Tags

fund manager financial database organize transaction investment transaction order portfolio

Fund Manager Advisor Details

Rating: 1.956521739 out of 5 based on 23 user ratings

Publisher Website: External Link
Downloads: 385
License: Demo / Trial Version

Fund Manager Advisor is a demo software by Beiley Software and works on Windows 10, Windows 8.1, Windows 8, Windows 7, Windows XP, Windows 2000, Windows 2003, Windows 2008, Windows Vista, Windows 2012.
You can download Fund Manager Advisor which is 4.29 MB in size and belongs to the software category Finances and Business.
Fund Manager Advisor was released on 2015-12-31 and last updated on our database on 2017-04-12 and is currently at version 2016.14.

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Fund Manager Advisor Description

Investment Records Management:
Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs.
Hierarchical Portfolios:
Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios. Display graphs/reports on any sub-portfolio.
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 36 customizable graph types displayed in the Graphs window.
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 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, or by e-mail.
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.
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.
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.
Real-Time Quotes:
Supports the real-time interface of both Yahoo and Google quote servers.
Advanced Statistics:
Alpha, Beta, Correlation, R-Squared, Standard Deviation, and Sharpe Ratio calculations for investments, portfolios, asset types, investment types, or investment goals.
Batch Printing:
Automatically print a set of graphs/reports you choose for each client. Output can be sent to the printer or image files for inclusion in other documents.
Management Fees:
Define your own method for calculating management fees for each client. Management Fee report to display fee calculation details.
Invoice Report:
Cover letter for client reports, including optional fee breakout. Customize message with any text you want, and optionally insert account specific information.