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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