No. 71of 81 ·Portfolio Management Software

Fund Manager

Name: Fund Manager
Price: 139 USD

Web · Windows

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Freedom report

One barScore 5.0

Free tierNo free tier
Runs widely2 of 6 device platforms
DocumentedPlans, terms and facts published

Fund Manager is ranked #71 of 81 in portfolio management software on Freedom251, made by Fund Manager (Chandler, Arizona, USA). It runs on Web, Windows. There is no free plan. A free trial is offered.

Fund Manager plans and pricing

All plans

Personal Unlimited portfolios · 500 investments per portfolio fundmanagersoftware.com · 24 Sept 2026

Professional Unlimited portfolios · 5,000 investments per portfolio fundmanagersoftware.com · 24 Sept 2026

Advisor Unlimited portfolios · 50,000 investments per portfolio fundmanagersoftware.com · 24 Sept 2026

Personal $139 once Up to 500 investments per portfolio · individual investors fundmanagersoftware.com · 9 Oct 2026

Professional $325 once Up to 5,000 investments per portfolio · professional traders fundmanagersoftware.com · 9 Oct 2026

Advisor $1,650 once Up to 50,000 investments per portfolio · financial advisors and client managers fundmanagersoftware.com · 9 Oct 2026

Compared on portfolio management software

Free plan: No
Asset class coverage: multi_asset
Performance reporting: Yes
Allocation analysis: Yes
Risk analysis: Yes
Tax-lot tracking: Yes

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The record

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

Where it ranks on Freedom251

Best Portfolio Management Software in 2026#71 of 81

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Sources

fundmanagersoftware.com· checked 9 Oct 2026
fundmanagersoftware.com/features.html· checked 9 Oct 2026
fundmanagersoftware.com/versions.html· checked 9 Oct 2026
fundmanagersoftware.com/tintrtv.html· checked 9 Oct 2026
fundmanagersoftware.com/privacy.html· checked 9 Oct 2026
fundmanagersoftware.com/download.html· checked 9 Oct 2026
fundmanagersoftware.com/register.html· checked 9 Oct 2026
fundmanagersoftware.com/about.html· checked 9 Oct 2026