Software for Mutual Funds
A mutual fund is a group of stocks, commodities or bonds. You buy or sell shares in the fund as opposed to an individual stock or bond. Mutual fund tracking software allows you to monitor a mutual fund's performance. The software also lets you view and compare how your mutual funds are performing against the Dow Jones Industrial Average and the Standard and Poor's 500 indices.
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Steele Mutual Fund Expert
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Steele Mutual Fund Expert is designed for both the individual investor and financial expert. The software's database comes with over 24,000 mutual funds. Steele Mutual Fund Expert enables you to select and find out how a mutual fund performed over a period of time. For example, you can compare how a mutual fund performed last year versus five years ago. Steele Mutual Fund Expert also includes a reporting tool, which enables you to create and customize reports. You can find out which mutual funds are over-performing versus under-performing.
Fund Manager
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Fund Manager doesn't just monitor the value of your mutual funds portfolio; it also keeps track of all your transactions, such as purchases and redemptions. Fund Manager allows you to download live and delayed price quotes from online data sources such as Yahoo!, Bloomberg, Google and Association of Mutual Funds in India. This mutual fund software also allows you to monitor mutual fund investments in 25 different currencies. Fund Manager will not only show the currency's symbol, but the exchange rate between your currency and the foreign country's currency.
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FastTrack
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Money managers and individual investors use FastTrack to find mutual funds that can potentially yield high returns. It comes with charts so you can conduct further analysis on a mutual fund. Using a chart will help you see if the mutual fund is trending upward or downward. FastTrack also includes technical indicators such as Bollinger bands, RSI and moving averages. Technical indicators are graphical representations that traders and investors use to predict a mutual funds price's direction. Traders and investors rely on the technical indicators to set up entry and exit points for when they want to buy or sell shares, respectively.
FundTrader
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FundTrader automates the back-office operations, such as trading, tax reporting, mutual fund client servicing and reconciliation. It also tracks shareholder account balances and transactions. This tool keeps track of a mutual fund broker or dealer's sales, orders and commissions. It also generates checks for brokers/dealers and shareholders who have sold shares or are getting dividends. FundTrader also allows you to export and save data to PDF or HTML formats.
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