Fund Manager Personal

Fund Manager Personal is a handy finance and business tool that helps you keep track of all your investments and transactions. It makes it super easy with cool graphs and reports to see how you’re doing.

Creating Your Portfolio

With Fund Manager Personal, setting up a new portfolio is a breeze! You can use a wizard-like feature that walks you through entering details like the name, account number, and even a little memo. Plus, if you want to grab online transaction info, just enter your username and password, or you can manually add your current holdings.

Add Multiple Investments Easily

You can also add multiple investments without any fuss. Whether you want to pull prices from the Internet for your new investments or update them by hand, it’s all possible! You get to choose your default cash account too and pick where you want your portfolio saved.

Importing and Exporting Data

The software lets you add prices, transactions, and positions from various file types like PRN, QIF, OFX, QFX, or plain text files. When it’s time to share your data? No problem! You can export everything into formats like CSV or QIF.

Create Useful Graphs

Fund Manager Personal really shines when it comes to creating graphs. You can make charts showing portfolio value, costs, gains over time—basically anything investment-related! Pie charts are also available for visualizing details about your investment breakdowns like asset allocation and tax status.

Dive Into Detailed Reports

The reports generated will give you insights into portfolio value, performance metrics, allocations by sector or goal—all the good stuff! You’ll know exactly how well you're doing month by month as well as transaction history.

Advanced Features for Smart Investing

This tool supports Internet price retrieval and even calculates capital gains using methods like FIFO or AVG. With graph markers and trendlines included along with multiple currency values—you’re set up for success!

Perfect for Individual Investors

If you're an individual investor looking for a powerful suite of features tailored just for you—this is it! And if you're more on the professional trading side of things? Check out Fund Manager Professional, which offers even more options!