Fund Manager
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Product Overview
Fund Manager Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
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Category-Based Capabilities
Fund Manager Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Stock Portfolio Management Software 12 selected features Open category ↗ ⌄
Client Management
Wash Sale Detection
Risk Management
For Traders
Financial Analysis
Portfolio Accounting
Portfolio Management
Tax Management
Stock Management
Portfolio Rebalancing
For Investment Advisors
Alerts/Notifications
Pricing Information
Fund Manager Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Basic
$99
One-time
Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.
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Frequently Asked Questions
Fund Manager FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
Fund Manager is a comprehensive stock portfolio management software designed to help investors track, manage, and optimize their portfolios with ease. This powerful tool provides a wide range of features that enable users to monitor portfolio performance, analyze risk, and manage assets efficiently. Fund Manager supports various investment types, including stocks, bonds, mutual funds, and exchangetraded funds (ETFs). The software includes tools for calculating returns, tracking dividends, and generating detailed financial reports, offering a clear overview of portfolio performance at any given time. It also allows users to set up alerts for specific market events or portfolio conditions, ensuring they never miss an important update. With its advanced charting and graphing capabilities, Fund Manager enables users to visualize their investment data in ways that are easy to understand. Whether for personal investment or managing client portfolios, Fund Manager provides a reliable, datadriven approach to successful asset management.
- Yes, Fund Manager offers a free version.
- Yes, Fund Manager offers a free trial.
- No, Credit Card details are not required for the Fund Manager trial.
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Fund Manager offers the following pricing plans & packages:
Basic
$99 One-time
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Fund Manager supports the following payment frequencies:
- One-Time Payment
- No, Fund Manager does not offer an API.
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Fund Manager supports the following languages:
- English
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Following are the typical users of the Fund Manager:
- Self-Employed , Small-Business , Midsize-Business
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