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Fund Manager Advisor v2014.13.5

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Fund Manager Advisor v2014.13.5

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。


Fund Manager Advisor v2014.13.5 | 4.9 MB

Fund Manager is powerful portfolio management software. Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor.

- 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

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Fund Manager Advisor v2014.13.5

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