Fund Manager is ranked #54 of 81 in portfolio management software on The Geeks Club, 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 plansPersonal 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
