Fund Manager is a full featured portfolio management application. Fund Manager is designed to help investors monitor and analyze their stocks, mutual funds, and other investments with a wide variety of easy to use graphs and reports. Fund Manager makes keeping track of your investments easy by offering convenient features such as powerful price and transaction importing features as well as single push button price and transaction updates from the internet. Fund Manager makes tax time a breeze, and offers many graphing and reporting options that allow investors to conveniently get an insight into how well their investments are performing.
The Advisor version is for financial advisors, representatives, or broker/dealers (anyone managing money for clients)
This software is a shareware. You will be able to download and test Fund Manager during a certain period of time, then, if it does what you need, you will have to acquire the full version from Fund Manager publisher. The Fund Manager 8.6 free trial version contains an installer and an uninstaller, and has a size of 2292 Kilobytes.
For additional information and support request, please contact directly Fund Manager publisher.

Fund Manager Screenshot