Fund Manager Personal is a featured portfolio management application. 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. It helps you in 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 Personal 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.
What is new in this release:
Improved documentation in online help on calculating OOP cost of transferred shares
Improved position import from Schwab Data Delivery (Advisor version only)
Added flexibility for sizing of graph images when emailing or saving images to a folder during batch print/email. User now has control over output graph image size by controlling state/size of window. See notes in documentation. (Advisor version only)
Bug fix: Changing investment stack order wasn't refreshing the portfolio/investment overlay graphs, so the overlaid investments could be plotted incorrectly, or the program could crash.
What is new in version 2016.14.3.1:
Version 2016.14.3.1 may include unspecified updates, enhancements, or bug fixes.
What is new in version 2016.14.0:
Version 2016.14.0: New optional "Mobile/Web Access" feature. New "Income Schedule" graph types. Portfolio Editor List Templates.
What is new in version 2014.13.7:
Version 2014.13.5 is a bug fixing release.
What is new in version 2014.13.2:
Version 2014.13.2 improved TWR yield calculation speed, by up to a factor of 2 in some cases.