Fund Manager Advisor 12.0

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Fund Manager Advisor is an useful program for financial advisors, representatives, or broker/dealers which allows them to manage and organize their portfolios, investments, transactions etc. Fund Manager tracks stocks, mutual funds, and other investments. Analyze and compare investments and portfolios with a wide variety of easy to use graphs and reports.

Graphs will plot value, cost, gain, or allocation for any investment or portfolio. Graphs will also plot share price, price plus distributions, moving averages, and technical analysis for investments. Overlay indices, multiple investments and/or portfolios for comparing performance.

Line plots, pie charts, and stacked graph formats are all available. Over a dozen reports are available for viewing information on investments and portfolios. Reports can be memorized and are customizable, so you can display the data you want, in the format you prefer.

Fund Manager makes keeping track of investments easy by updating prices and retrieving transactions from the internet with the push of a button. Fund Manager makes tax time a breeze with capital gain reports. Capital gain information can be exported to popular tax preparation software.

Capital gain reports are available for first-in-first-out, average, and specific lot accounting methods. Wash sales and short sales are also supported. Fund Manager has many other features, such as markers, yields, trendlines, multi-currency support, and trailing stop loss alerts. Here are some key features of "Fund Manager Advisor":

Investment Records Management:
· Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs.

Hierarchical Portfolios:
· Track an unlimited number of portfolios. Portfolios can contain an unlimited number of hierarchical sub-portfolios. Display graphs/reports on any sub-portfolio.

Graphing:
· Extensive graph options allow you to view your investments and portfolios in a variety of ways. Compare performance and gain insight into your positions. Choose from 36 customizable graph types displayed in the Graphs window.

Capital Gains Reporting:
· Support for First In First Out (FIFO), Average, or Specific Lot accounting methods. Capital Gain reports provide all the information required for tax reporting. Export capital gains to popular tax preparation software. Wash sales are supported in the Professional and Advisor versions.

Price Alerts:
· Choose from a variety of price alert types, such as fixed price, trailing stop loss, or moving average alerts. When an alert is triggered you can be notified with a popup window, sound, or by e-mail.

Markers and Trendlines:
· Markers can be shown on graphs for the following: Buy, Sell, Distribution, Notes, Splits, Price Alerts, Un-Specified Lots, Trendlines. Trendlines are a special marker type that you can draw on any of your graphs.

Import Transaction History:
· Supports transaction data from a wide variety of sources, including a "Generic" import, where you can specify the format of your incoming data. Makes it easy to get started if you're coming from another software package, such as Quicken or Microsoft Money.

Trailing Stop Loss Alerts:
· An alert type useful for limiting your down-side exposure.

Moving Average Alerts:
· An alert type to notify you when the price crosses a moving average. You choose the time period for the moving average.

Wash Sale Support:
· Wash sales supported in capital gain reports.

Real-Time Quotes:
· Supports the real-time interface of both Yahoo and Google quote servers.

Advanced Statistics:
· Alpha, Beta, Correlation, R-Squared, Standard Deviation, and Sharpe Ratio calculations for investments, portfolios, asset types, investment types, or investment goals.

Batch Printing:
· Automatically print a set of graphs/reports you choose for each client. Output can be sent to the printer or image files for inclusion in other documents.

Management Fees:
· Define your own method for calculating management fees for each client. Management Fee report to display fee calculation details.

Invoice Report:
· Cover letter for client reports, including optional fee breakout. Customize message with any text you want, and optionally insert account specific information.
Limitations:

· The evaluation version can be started 50 times before a license key will be required
· After 35 starts you will get a notice upon program startup, but you can continue using the program up to the 60 start limit What's New in This Release: [ read full changelog ]

· Added 10 custom fields to investments so you can track, sort, sum, or perform other math on these fields. Field labels and data type are specified by the user under "Options / Custom Investment Properties...". Fields can be text, a number, or a date. When the fields are a number or a date, a "combination method" is also selected. Available combination methods include: none, sum, average, weighted average, min, or max. Fields can be shown in a Custom report or in the Portfolio Editor. Fields can be used in user-defined custom report fields.
· Added a new optional "Portable/Cloud Mode" so that you can keep your data and preferences on a cloud drive, shared network drive, portable drive, or memory stick (sometimes called a "Jumpdrive"). When using this mode all your data and preferences are stored in the same folder as the program itself. You can then run Fund Manager from this folder from any computer, and have your same data and preferences available no matter which computer is used t...