fund performance tracking software.

Discussion in 'Trading Software' started by Free Thinker, Sep 14, 2009.

  1. looking for suggestions for software that a small fund manager can use for tracking fund performance where the clients add and withdraw funds throughout the year?
  2. tommintj


    Investor's Busness Daily ranks funds by performance. The period will vary from day to day.

    For Example the 9/14/09 edition has
    2009 YTD % change
    12 wk % change
    There is also a 36 month performance ranking A-E
  3. tommintj


    If its your fund, Excel can calculate each accounts performance and you can aggregate results for the whole fund.
  4. it is my fund. i am looking for something better than excel. off the shelf software designed for fund performance tracking.