FundManager 3.0 - This is a program written to keep up with mutual funds. It keeps track of a fund's performance on a quarterly and yearly basis. It also does the same for the entire portfolio. An asset allocation model is easily calculated in which you can get a breakdown of equities, fixed incomes, and cash. In each of these categories, either the fund or the typeof fund is listed with its allocation, value, and performance. By making this calculation, it is easy to adjust your portfolio according to the everchanging market conditions. You can also keep track of yearly contributionsto tax deferred accounts (IRAs and etc.) so you do not over shelter this money and get an IRS penalty. Look for other neat features.
