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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Fund Manager is a robust software solution designed for effective portfolio management. It offers different versions tailored for individual investors, professional traders, and investment advisors, including personal, professional, and advisor editions. Users can view screenshots showcasing various graphs and reports. To explore Fund Manager, you can visit the download page and access a fully functional trial version. A range of tutorials is also provided, including a quick-start guide to help new users navigate the software efficiently. Once you've assessed its features, you have the option to purchase a licensed version for continued use. The software allows you to maintain a detailed transaction history for an unlimited number of investments and portfolios. You can monitor a diverse array of assets such as stocks, mutual funds, options, bonds, cash, and more. Additionally, it enables users to track their purchases, redemptions, distributions, transfers, and complex transactions like splits, re-combinations, mergers, and spin-offs, accommodating both long and short positions in investments. This comprehensive approach ensures that all aspects of portfolio management are covered effectively.

Description

Pro Stock Tracker offers a powerful solution for investors looking to track and manage their portfolios with precision. The platform supports a wide range of asset classes including stocks, ETFs, crypto, forex, and bonds, across 80+ global exchanges. Investors can rely on the tool’s advanced analytics, which go beyond surface-level price tracking by incorporating factors like dividends, corporate actions, and brokerage fees into performance calculations. Pro Stock Tracker also offers multi-currency support, automated dividend syncing, and a customizable dashboard for tracking key metrics, making it a one-stop solution for serious investors who want accurate and actionable insights to enhance their strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$129 per license
Free Trial
Free Version

Pricing Details

$4.99 per month (annually)
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Beiley Software

Founded

1993

Country

United States

Website

www.fundmanagersoftware.com

Vendor Details

Company Name

Pro Stock Tracker

Founded

2022

Country

United Kingdom

Website

prostocktracker.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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