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