Fund Manager

Fund Manager

Beiley Software
Fund Manager Volaren

Related Products

  • Sharesight
    4.0 out of 5 stars 566 Ratings
    Visit Website for Sharesight
  • Planview Portfolios
    4.2 out of 5 stars 200 Ratings
    Visit Website for Planview Portfolios
  • Monarch Money
    4.9 out of 5 stars 139,855 Ratings
    Visit Website for Monarch Money
  • eToro
    4.0 out of 5 stars 32,417 Ratings
    Visit Website for eToro
  • IUX
    4.0 out of 5 stars 968 Ratings
    Visit Website for IUX
  • SaaSify
    4.8 out of 5 stars 122 Ratings
    Visit Website for SaaSify
  • Mortgage Automator
    4.9 out of 5 stars 198 Ratings
    Visit Website for Mortgage Automator
  • Gemini Credit Card
    5.0 out of 5 stars 2 Ratings
    Visit Website for Gemini Credit Card
  • R3 Contract Management for GovCon
    5.0 out of 5 stars 1 Rating
    Visit Website for R3 Contract Management for GovCon
  • Capitalcore
    5.0 out of 5 stars 91 Ratings
    Visit Website for Capitalcore
Fund Manager:

About

Fund Manager is powerful portfolio management software. Fund Manager is available in personal, professional, or advisor versions for the individual investor, professional trader, or investment advisor. Screen shots of some graphs and reports are available. To try out Fund Manager, visit the download page for a fully functional evaluation version. A variety of tutorials are available. Watch the getting started tutorial to quickly learn your way around Fund Manager. After evaluating the program, you can purchase a licensed copy. Record your transaction history for an unlimited number of investments and portfolios. Track stocks, mutual funds, options, bonds, cash, and a wide variety of other investment types. Keep track of your purchases, redemptions, distributions, transfers, as well as advanced transactions, such as splits, re-combinations, mergers, and spin-offs. Supports both long and short positions.
Volaren:

About

Volaren is a web-based personal investing platform that brings brokerage accounts together so individual investors can review holdings, follow portfolio activity, and research stocks and other assets. Its AI copilot explains portfolio movements, answers research questions, and turns an investing thesis into a proposed portfolio. Users can create AI agents for recurring strategies, portfolio rebalancing, tax-loss harvesting, or following public investor and fund disclosures. Agents can run on simulated funds or place orders through supported brokerage connections, with configurable budgets and trading limits. Users can review and approve trades or enable automated activity within their chosen limits. The service also provides market data, news and filings, portfolio views, backtesting, daily briefings, and text-based interactions.
Fund Manager:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Volaren:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Fund Manager:

Audience

Portfolio management software for anyone wanting to track stocks, funds, options, bonds
Volaren:

Audience

Individual investors who want to monitor connected brokerage accounts, research investments, test strategies, and manage trading activity with configurable limits and review controls.
Fund Manager:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Volaren:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Fund Manager:

API

Offers API Not Supported
Volaren:

API

Offers API Not Supported
Fund Manager:

Screenshots and Videos

Volaren:

Screenshots and Videos

No images available
Fund Manager:

Pricing

$129 per license
Free Version Not Supported
Free Trial Supported
Volaren:

Pricing

$12/month
The free plan includes 100 AI credits per month. The $12/month plan includes 1,000 AI credits per month and unlocks all features. Credits are used for AI work; market prices, news, portfolio access, and trading do not use credits.
Free Version Supported
Free Trial Not Supported
Fund Manager:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Volaren:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Fund Manager:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Volaren:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Fund Manager:

Company Information

Beiley Software
Founded: 1993
United States
www.fundmanagersoftware.com
Volaren:

Company Information

Volaren
Founded: 2026
United States
www.volaren.ai/
Fund Manager:

Alternatives

Fundy

Fundy

Exquance Software
Volaren:

Alternatives

Fund Manager:
MProfit Advisor

MProfit Advisor

MProfit Software
Volaren:
Finapolis

Finapolis

Finapolis Inc
Fund Manager:
VISE

VISE

Vise
Volaren:
Fund Manager:
Volaren:
Fund Manager:
Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions
Volaren:
Fund Manager:

Categories

Volaren:

Categories

Fund Manager:

Stock Portfolio Management Features

Billing & Invoicing Supported
Client Management Supported
Data Warehousing Not Supported
For Investment Advisors Supported
For Traders Supported
Order Management Not Supported
Portfolio Accounting Not Supported
Portfolio Rebalancing Not Supported
Risk Management Not Supported
Tax Management Not Supported
Technical Analysis Supported
Wash Sale Detection Supported
Fund Manager:

Integrations

Alpaca Not Supported
Binance Not Supported
Charles Schwab Not Supported
Coinbase Not Supported
E*TRADE Not Supported
Fidelity Not Supported
Kraken Not Supported
OANDA Not Supported
Public Not Supported
Questrade Not Supported
Robinhood Not Supported
Stake Not Supported
TradeStation Not Supported
Trading 212 Not Supported
Vanguard Not Supported
Wealthsimple Not Supported
Webull Not Supported
eToro Not Supported
moomoo Not Supported
tastytrade Not Supported
Volaren:

Integrations

Alpaca Supported
Binance Supported
Charles Schwab Supported
Coinbase Supported
E*TRADE Supported
Fidelity Supported
Kraken Supported
OANDA Supported
Public Supported
Questrade Supported
Robinhood Supported
Stake Supported
TradeStation Supported
Trading 212 Supported
Vanguard Supported
Wealthsimple Supported
Webull Supported
eToro Supported
moomoo Supported
tastytrade Supported
Fund Manager:
Claim Fund Manager and update features and information
Claim Fund Manager and update features and information
Volaren:
Claim Volaren and update features and information
Claim Volaren and update features and information