Publisher’s Description

Very pleased with Fund Manager

April 12, 2014 | By DanKonigsbach

| Version: Fund Manager Personal 12.4

Pros

Handles tracking my retirement investments, including obscure cases (like tracking individual lots).

Phenomenal support through their web site.

Actively developed and continues to improve.

Easy download of prices and transactions.

You can organize your investments in any way that makes sense to you, and you can have more than one organization for different purposes.

Your financial information is on your machine, not somewhere in the cloud.

Cons

Getting comfortable with how Fund Manager works takes a bit of learning. There are good tutorials and help on the web site, but it’s not a hand holding type of program.

Summary

I needed a program to track mutual funds in 401(k)s, IRA, etc. I already went through three — two of them (Mind your Money and Microsoft Money) were dropped by their manufacturer, and I wasn’t willing to deal with limitations of the third (Quicken). Most of the other programs I looked at were really household budget with some, inadequate, investment tracking.

Then I found Fund Manager, and I’ve been a happy customer ever since. Tracking investments is what Fund Manager is all about, not an afterthought. The price is great, and it does just about whatever I need. Early versions had limitations that I was willing to deal with, and later versions filled in the gaps. The latest version, 2014, is downright amazing.

If you have any questions or suggestions, post it on the discussion board and you will get a thoughtful, knowledgeable answer amazingly quickly. (Does Mark ever sleep?) Suggestions *ARE* listened to.

If you’re trying to track stocks, bonds, mutual funds, and such, Fund Manager is a great choice.

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Outstanding tracker for investments

April 01, 2014 | By ElrondPA

| Version: Fund Manager Personal 12.4

Pros

I’ve been using Fund Manager for over a decade. It continues to grow, optionally recording a mind-boggling number of details about each investment and creating an equally mind-boggling set of calculated values to track your results, yet without becoming cumbersome (ignore the extras with little difficulty). Links to a variety of online quote services as well as all major brokerage firms make it simple to download both quotes and your individual transactions, minimizing the need for manual entry. Rate of return calculations and graphs are incredibly quick even with 20 years of daily prices. Almost everything about the display and reporting is customizable. High-end versions for professional traders (including real-time quote monitoring) and investment advisors are available. Author is responsive to requests for new features.

Cons

Manually entered transactions get share amounts calculated to 6 decimal places, though I’ve never seen a fund use more than 3. Fixing it is a nuisance, but minor. No way to get multiple windows to automatically resize (enlarging one shrinks the other).

Reasonably priced, extremely versatile software for managing stock, bond, and mutual fund investments.

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Excellent Investment Tracker and Flexible Reports

March 22, 2014 | By ncrawford

| Version: Fund Manager Personal 12.4

Pros

The program is very comprehensive. Allows tracking of holdings at a multitude of brokerage firms and funds in one place. Automatically downloads data from each one. Lots of reports with many options.