Fund Manager will provide you with a wide variety of graphical and numerical information to help you monitor your investments. The program can display many different types of graphs and reports. Graphs allow you to visually see the performance of your investments and portfolios from many different viewpoints. Reports provide numerical data, including a wide variety of figures of merit for your investments and portfolios. Reports can be customized and memorized.

Fund Manager can also overlay markers on the graphs showing you when/where significant events occurred, such as transactions and/or notes. These markers are useful to help you see at what relative price you made your investments.

Fund Manager will calculate and display a variety of true yield figures for each investment or for your entire portfolio, over any specified period of time. The two 'Fund Performance' yields show how well the investment performed, independent of when you invested. The 'Return On Investment' (ROI) yield shows how well your investments performed, depending upon when you invested. ROI yield provides information for your specific investment, and lets you see numerically how well you timed the market by seeing whether or not you outperformed the fund yields.

Fund Manager provides a user-friendly interface for updating the information for each investment. Fund Manager allows you to enter purchases, redemptions, distributions, and share price updates. Volume, high, low, and open data is also optionally tracked. One of Fund Manager's most popular features is the ability to automatically retrieve and update prices from the Internet. Fund Manager has many other powerful price and transaction retrieval capabilities.

Fund Manager makes tax time a breeze. The Capital Gain - FIFO, Capital Gain - Specific Lot, and Capital Gain - AVG reports have the same format and information required on the IRS Schedule D. Capital gains information can be exported to TurboTax through a Tax eXchange Format (.TXF) file. Support for wash sale rules is available in the Professional and Advisor versions.

Fund Manager allows you to set up different portfolios. For example, you may have one portfolio named 'stocks', another named 'mutuals', and one called 'all'. Within Fund Manager (or from the command line), you can either open individual investments or open a portfolio. Portfolios allow you to save a user-defined work-space. The next time you start Fund Manager, you can simply open this portfolio which will open multiple investment files and set your desired options, as they were when you last saved this portfolio.

Fund Manager offers price alerts. When an investment's price crosses some threshold you have specified, alerts can notify you via a simple popup window, e-mail, or your pager. The Professional and Advisor versions support advanced alerts, such as trailing stop loss alerts.