Fund Manager Professional

Fund Manager Professional is your go-to tool for managing, monitoring, and improving your accounting skills in a super easy and friendly environment. This software packs a punch with tons of practical features like reports and graphs that really help you keep track of your finances.

Easy Installation

Getting this app up and running is a breeze! When you start it, you'll meet a simple wizard that guides you through setting up your portfolio name, account number, and memory. It's all designed to be quick and straightforward.

Online Retrieval Mode

If you're into having everything automated, you can turn on the online retrieval mode for transactions and positions. Just pick a sender name, user ID, password, and enter your account number. You can choose to fetch only transactions, just positions, or both. Of course, if you prefer to do things manually, entering the positions yourself is always an option!

Add New Investments

Want to add new investments? No problem! Just fill out some details like the investment type (think no-load mutual funds or stocks), asset type, investment goal, maturity date—basically all the important stuff that helps keep your financial plans on track.

Dive into Your Data

You can check out hidden investments and portfolios alongside adjusted exchange rates. Plus, editing portfolios is a snap! You'll also have access to all sorts of graphs—like pie charts and risk/reward scatter plots—to visualize how well you're doing.

Generate Reports Like a Pro

The software makes it easy to generate useful reports too! From portfolio value performance to capital gains summaries—everything you need to assess where you're at financially.

Customize Your Experience

You want options? Fund Manager Professional has got them! Change up distribution labels, set currency preferences, manage investment types—you can even customize alerts with email notifications or sounds. Oh yeah—and automatic backups are there too!

Light on Resources

The best part? This program doesn’t hog your computer's resources! During our tests, it used low CPU and RAM so it won’t slow down your system while executing commands quickly without crashing or causing errors.

Your Financial Helper

In conclusion, Fund Manager Professional is packed with features that help you better understand and manage your money situation. Plus there's help documentation for those who might be new to this whole finance thing. And hey—if you're curious about more options check out this link for download!