Like Investment Account Manager, Fund Manager is a Windows application that runs on Mac and Linux under emulation or translation. It provides very flexible portfolio monitoring, powerful charting and in-depth performance reporting and analysis.
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It's no slight to either StockMarketEye or Investment Account Manager to say that Fund Manager is the most comprehensive investment management software I've yet found. I tested it on a Mac using CrossOver, which is a more lightweight solution than an emulator and feels like running native software when using a reasonably fast computer (CrossOver costs £38). Investment Account Manager is a Windows application, but runs on Mac and Linux using a Windows emulator, such as Parallels or VMWare Fusion, or through CrossOver or Wine, which "translate" a Windows application into a Mac or Linux one. But this should be added in a new version 3 of the software, due for release in the next few months, along with a number of other features and improvements. One feature missing from Investment Account Manager compared to both StockMarketEye and Fund Manager (see next column) is the ability to graph the performance of your portfolio.
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All three offer free trials, so if you're interested we'd recommend you download them all and see which you get on with best. All can perform standard features such as tracking trades and dividends, automatically updating prices over the internet and importing past transactions and existing holdings downloaded from your broker or existing software in standard file formats such as OFX/QFX, QIF and CSV.
In this article, we'll look at three of the best-known ones. These are not cheap and we wouldn't recommend that you buy one if you're just starting out, but experienced investors may find them useful. However, there are a few specialist programs for tracking your portfolio. They may be able to tell you what your assets are worth, but not give you much insight into whether you're doing a good job of managing your money and how you could do better. Unfortunately, most personal finance programs treat investing as an afterthought. But if you're an investing enthusiast with money spread across different strategies at multiple brokers, you may feel that you need a better way to monitor what you hold and how well you're performing.
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