Fund Manager Professional

Manage, monitor and improve your accounting skills by populating a database with multiple investment entries, examine graphs, and generate reports.

  • Fund Manager Professional
  • Version:2016.14.14.100
  • License :Trial
  • OS:Windows All
  • Publisher:Beiley Software

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Fund Manager Professional Description

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.

Retrieve transactions and positions online

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.

Create investments and customize properties

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.

Evaluation and conclusion

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.

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