Fund Manager Advisor v8.8
Fund Manager Advisor - мощный менеджер денежных капиталов и вкладов, как для личных,так и для профессиональных целей.
Fund Manager is powerful portfolio management software. Fund Manager is available in Personal Professional, or Advisor versions for the individual investor, professional trader, or investment advisor.
Investment Records Management
» *Features* «
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 use the Portfolio Editor. There is also a tutorial on using the Portfolio Editor. In the Advisor version, you can have up to 5,000 investments in any one 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 29 customizable graph types displayed in the Graphs window.
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.
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.
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.
Client Management Support
Keep contact information for each client. Have an associated portfolio for each client, with an easy way to switch views between clients.
E-mail Graphs/Reports to Clients
Use the Send by Email command to easily create/send any graphs and/or reports to your clients by email.
Import from Legacy Ameritrade, Fidelity, Legacy TD Waterhouse, Fiserv ISS, DST FAN Mail, Scottrade, or SchwabLink
Built-in support for importing pricing, securities, transactions, and positions from these sources.
Graph/Report Publishing Support
Graphs and Reports can be copied to the clipboard, and pasted into other applications for preparing client reports. Images can be resized to any desired size, while maintaining their quality.
Report Disclaimers
Customizable disclaimer is displayed at the bottom of each report. You specify the text and font.
Home Page:_http://www.fundmanage...com/index.html
Shareware~US$895.00
OS:Windows 95, Windows NT, Windows 2000, Windows XP, Windows 98, Windows ME, Windows Server 2003.
FileSize:2.3mb
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