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Fund Manager Professional

3.2/5 5
Certified 100% CLEAN Trial   

Manage, monitor and improve your accounting skills by populating a database with multiple investment entries, examine graphs, and generate reports. #Manage fund  #Stock monitor  #Money manager  #Transaction  #Investment  #Stock  

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4.0/5

With the help of Fund Manager Professional you can mange, monitor and improve your accounting skills in a user-friendly working environment. This is an advanced software tool that features several practical options, such as reports and graphs.

Installing this app is fast and uncomplicated. At startup, you are greeted by a simple wizard that invites you to specify the portofolio name, account number and memory in order to begin.

It's also possible to enable online retrieval mode for transactions and positions by selecting a sender name, user ID and password, along with an account number. As far as the setup method is concerned, you can ask the tool to retrieve only transactions, only positions or both, or you can manually enter the positions.

New investments can be added to the database by filling out some details, including the investment type (e.g. no-load mutual fund, stock, bond, cash, index, exchange rate), asset type, investment goal, maturity date, payment frequency, coupon rate, day count basis, and opening data.

It's possible to view hidden investment and portofolios together with the adjusted exchange rate, edit portofolios, examine a wide array of graphs (e.g. pie charts, stacked value, risk and reward scatter), as well as to generate reports (e.g. portofolio value or performance, capital gain, asset or goal allocation, rebalance, bond summary).

When it comes to program preferences, you can edit distribution labels, configure currency settings, manage the investment types, activate email notifications and audio alerts, customize the toolbar, enable automatic backups, change the UI colors, and so on.

Unexpectedly, Fund Manager Professional used low CPU and RAM in our tests, so it didn't hamper system performance. It executed commands swiftly without causing the operating system to hang, crash or prompt errors.

To conclude, Fund Manager Professional contains numerous practical options to help you better understand and manage your financial situation, backed by help documentation for inexperienced users. You can also check out Fund Manager Advisor and Fund Manager Personal.

What's new in Fund Manager Professional 2024.18.2.100:

  • When defining allocation targets for the Rebalance report, negative percentages are allowed
  • Added a new "Financial Times - Equities" quote server
  • When auto updating investments created from other investments, only update prices if they are for a date within the date range of both source investments
  • Fixed an issue where the Data Register would not automatically update when manually entering prices in some cases
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Fund Manager Professional 2024.18.2.100

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  runs on:
Windows 11
Windows 10 32/64 bit
  file size:
4.1 MB
  filename:
fmnpro2024p2.exe
  17 screenshots:
Fund Manager Professional - In the main window of Fund Manager Professional, users can view and interact with the graphs of their investments.Fund Manager Professional - In order to import your prices, transactions or positions, you can use the File menu.Fund Manager Professional - To take advantage of the automatic price retrieval from the Internet, users should access the Edit menu.Fund Manager Professional - screenshot #4Fund Manager Professional - screenshot #5Fund Manager Professional - screenshot #6Fund Manager Professional - screenshot #7Fund Manager Professional - screenshot #8Fund Manager Professional - screenshot #9Fund Manager Professional - screenshot #10Fund Manager Professional - screenshot #11Fund Manager Professional - screenshot #12Fund Manager Professional - screenshot #13Fund Manager Professional - screenshot #14Fund Manager Professional - screenshot #15Fund Manager Professional - screenshot #16Fund Manager Professional - screenshot #17
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