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Fund Manager - Personal 2016.14.5

An effective portfolio management utility

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Fund Manager - Personal screenshotFund Manager is a powerful and comprehensive application designed for portfolio management. The application is delivered in three distinct versions, each version being aimed at a different type of users: Advisor, Personal and Professional. The Personal edition is designed especially for individual investors, while the the other two versions are aimed at investment advisors and professional traders.

By using this financial tool you will be able to track a wide variety of assets, including funds, bonds, options, stocks, and many more. The application provides detailed graphs and offers extensive financial reports, allowing you to always know the situation of your capital. The program allows you to perform AIMR / GIPS compliant Yield calculations and technical analysis.

Fund Manager lets you calculate your capital gain and will help you easily retrieve transactions from your broker or fund. Various trailing stop-loss alerts are available as well. The application is able to retrieve prices from the Web and provides support for multiple currencies. A series of broker / dealer interfaces is included.

Fund Manager allows you to import data from other financial applications (Money, Quicken, etc.) or directly from plain text files.


  • Provides support for multiple currencies.
  • Allows you to perform AIMR / GIPS compliant Yield calculations


  • The appearance of the graphs is a bit dated.
  • You need some time for learning how to use each function and control.
Name Fund Manager - Personal
Version 2016.14.5
Developer | see all products from this developer
Product Homepage Fund Manager - Personal
License Free to try (Shareware)
Last Week Downloads 3
All Time Downloads 3,211
Filename fundmn2016p5.exe
Filesize 2.7MB
MD5 Checksum 6DDA492E447A1DA41092A639CC7F53E8
OS Support Windows All
Category Business

100% CLEAN Certification

BadgeFund Manager - Personal has been tested by team against viruses, spyware, adware, trojan, backdoors and was found to be 100% clean. Our editors will recheck this software periodically to assure that it remains clean.


Old Versions

Software Date Added
Fund Manager - Personal 2016.14.5 February 22, 2016 - Latest Version
Fund Manager - Personal 2014.13.6 March 16, 2015
Fund Manager - Personal 2014.13.5 December 17, 2014
Fund Manager - Personal 2014.13.1 April 23, 2014
Fund Manager - Personal 12.1 February 05, 2013

Download the free Fund Manager - Personal