Easily set up your portfolio, view graphs for different investment plans, generate an abundance of reports and take advantage of the rich set of import and export options to keep your investments on the right track.
- Fund Manager Advisor
- Version :2016.14.14.100
- License :Trial
- OS :Windows All
- Publisher :Beiley Software
Fund Manager Advisor Description
Whether you like it or not, the base of any solid foundation, be it an actual building or a simple idea is money. It’s easy to lose track of it, just like it is for time, but with the help of computer applications you have a chance to manage it a little better. As such, Fund Manager Advisor comes as a powerful means with which to keep an eye on your investments in order to stay on the right track and on a steady income.
Wizard-based portfolio setup
In terms of visuals, everything is kept simple, although you might feel a little overwhelmed at first due to the variety of options and operations you can perform. Tools you bring up open up new windows you can arrange in the workspace as you see fit, or have them automatically fitted to the screen.
The first time you run the application you’re taken through a setup wizard to quickly get you on your feet. With this portfolio wizard you can easily configure your investment plan, and if you’re already a player on the market, you can use an account to retrieve data from an abundance of online transaction/position service.
Large variety of graphs and reports
Just like any other window-based application you get to work with a menu bar, which is fitted with a decent amount of options. Amongst them, the reports and graphs management tools are the most abundant. You can switch the investment view to display graphs or different data in graphs according to your needs. All of them are editable so you don’t miss any piece of information.
If you’re using the application on a professional level, there are various reports you can generate at the press of a button. Whether you want to simply create an invoice, view an income schedule, manage fees, or get a general idea of your portfolio’s performance, choices are a few mouse clicks away.
Abundant import and export options
The application is pretty flexible when it comes to file support. You’ll be able to import and export an impressive array of data. Be them just prices, transactions or positions, services like Rydex, Quicken, Schwab or DAZL bring up new windows that help you configure credentials and whether you want to import or export data.
In conclusion
To sum it up, Fund Manager Advisor, is a trustworthy partner you might want to keep around if you’re a heavy player on the stock market. Even if you might feel a little bit in over your head when going through the variety of options, they are well-organized, with most options bringing up new windows so you take configurations step by step for an easy, quick and practical approach on funds management.