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Fund Manager

API—OSS—FREE—DOCS3/5
FM5.0#74 of 81
outWeboutWindows—Mac—Linux—Android—iOS

Ranked in Portfolio Management Software ·Free trial

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About

Fund Manager is ranked #74 of 81 in portfolio management software on Inferse, made by Fund Manager (Chandler, Arizona, USA). It runs on Web, Windows. There is no free plan. A free trial is offered.

Compared on portfolio management software

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Allocation analysis
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Risk analysis
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Tax-lot tracking
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Facts

Product
Fund Manager is portfolio management software for individual investors, professional traders, and investment advisors.fundmanagersoftware.com · 9 Oct 2026
Investments
It records transactions for unlimited investments and portfolios, including stocks, mutual funds, options, bonds, and cash.fundmanagersoftware.com · 9 Oct 2026
Performance tools
The software offers customizable graphs, reports, capital gains calculations, price alerts, and yield calculations described as GIPS compliant.fundmanagersoftware.com · 9 Oct 2026
Tax handling
It supports FIFO, Average, or Specific Lot accounting, exports capital gains to tax preparation software, and includes wash sale support in Professional and Advisor versions.fundmanagersoftware.com · 9 Oct 2026
Portfolio limits
A single portfolio can contain up to 500 investments in Personal, 5,000 in Professional, or 50,000 in Advisor.fundmanagersoftware.com · 9 Oct 2026
Broker connections
Fund Manager can retrieve transactions and positions directly from a listed range of brokers and mutual fund companies; some listed providers support download and import only.fundmanagersoftware.com · 9 Oct 2026
Client tools
The Advisor version includes client management, client report emailing, batch printing, statement sharing through a Client Portal, and management fee calculations.fundmanagersoftware.com · 9 Oct 2026
Web access
Users can optionally view holdings in a web browser through the Client Portal.fundmanagersoftware.com · 9 Oct 2026
Security
The company says broker transaction retrieval uses the OFX protocol over HTTPS and describes it as encrypted and secure.fundmanagersoftware.com · 9 Oct 2026
Privacy
The privacy policy says site communication uses HTTPS and that the company will not rent, sell, or share personal information with another party.fundmanagersoftware.com · 9 Oct 2026
Evaluation
The fully functional evaluation version can be started 60 times before a license key is required.fundmanagersoftware.com · 9 Oct 2026
Support and refunds
The purchase page offers free technical support and a 30-day money-back guarantee.fundmanagersoftware.com · 9 Oct 2026
Company
Beiley Software says it was founded in 1993, has a three-person team, and is located in Chandler, Arizona, USA.fundmanagersoftware.com · 9 Oct 2026
Operating system
The download page offers Fund Manager 2026 for Windows.fundmanagersoftware.com · 9 Oct 2026

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Where it ranks on Inferse

Sources