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A full featured portfolio management application for the individual investor. 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 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. This is a minor update for the internet quote servers.
What's new in this version:
Improved speed when filtering by symbol, especially for large portfolios
Added new generic transaction import keys: MEMO, DIST_O, and REINV_O
Added support for importing from FOLIOfn for advisors
Added calculating %Gains on short positions
Improved Scottrade and Fiserv ISS imports
Bug fixes:
Fixed bond transaction/position importing from OFX. Was previously importing with 100X shares.
If an investment/portfolio starts or ends in a short position, ROI yields will not be displayed
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