Bryan Barnfellow
Thinks s/he gets paid by the post
I am considering purchasing Fund Management (FM) to manage my portfolio of stocks. It appears to be feature rich and costs $89 for a license. Anyone using it? Many thanks.
-BB
-BB
I am considering purchasing Fund Management (FM) to manage my portfolio of stocks. It appears to be feature rich and costs $89 for a license. Anyone using it? Many thanks.
That's a great first post. Welcome to E-R!I looked a long time for something that would work well for this and the best I could find was Fund Manager and Portfolio Slicer. Of the two I have stopped using Portfolio Slicer and will track everything with Fund Manager. Both have nice displays of data, but PS is completely manual data entry while FM supports lots of brokerages. After sampling programs over the last couple years these were the only two that were even close to what I wanted in PM software.
FM isn't perfect, but the guy who runs it has been incredibly responsive in helping with technical issues. I would like to see some features added that I'll suggest to him, but on the whole I regard the $90 as money well spent as it has 90+% of what I want to see. And, most importantly, handles multiple accounts from different places very well.
I don't want any software logging into to any of my accounts anywhere with any credentials whatsoever. Nope.
I don't want any software logging into to any of my accounts anywhere with any credentials whatsoever. Nope.
Do folks actually give out account numbers, usernames, and passwords to third or fourth party software so that they can hack into your acccounts just to download a few numbers?
I would contact Beiley Software and ask them about the security posture of the software. According to the website, they've been in business since 1993.Sorry, I meant Fund Manager.
I would contact Beiley Software and ask them about the security posture of the software. According to the website, they've been in business since 1993.
Maybe Sand101 knows more about the security that the software maintains for your private information.