Fund Manager

The Fund Manager app shows your portfolio and investment positions, as uploaded by the Fund Manager for Windows program on your desktop. The market value of all your investments and sub-portfolios are available, as well as the change in market value and price from the prior date. You can sort your holdings by name, value, change, or percentage change. This app supports displaying your whole sub-portfolio hierarchy, including link sub-portfolios.

Fund Manager 2016 or later for Windows is required to use this app.

GETTING STARTED INSTRUCTIONS:

1) From within Fund Manager on your PC select "Options / Mobile/Web Access / Account Settings..." to create an account.

2) From within Fund Manager on your PC select "Options / Mobile/Web Access / Upload Data" to make your data available to this app.

3) Log into this app with the account settings you created in step 1.