Fund Manager是一款全功能的有价证卷管理工具，增加更多种类的报告与图形，扩大投资的视野。标准版本适用于个人投资、专业投资者；顾问级版本则适合个别投资者、专业贸易商和投顾问。

Beiley Software Fund Manager Advisor v2016.14.0.100 | 6 MB

Fund Manager is full featured portfolio management software. Gain insight into your investments with a wide variety of reports and graphs. Fund Manager is available in Personal, Professional, and Advisor versions for the individual investor, professional trader, and investment advisor.

Features

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- Track stocks, funds, options, bonds, etc

- Powerful graphing

- Extensive reports

- Capital gain calculations

- FIFO, AVG, or Specific Lot

- Wash sale support

- Export to tax software

- Yield calculations (GIPS/AIMR compliant)

- Technical analysis

- Retrieve prices from the internet

- Retrieve transactions from broker/fund

- Trailing stop loss alerts

- Import from Quicken, Money, or text

- Bond calculations/income schedule

- Multi-currency support

- Broker/dealer interfaces

- Client management, fee calculations

Home Page

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https://www.beiley.com/