what is the best way to manage investments in FE? Right now we use the GL & the allocation module. However, this is not a very good solution. I would imagine that a software dedicated to non-profits would have a pretty sophisticated investments management tool. Something like the Fixed Assets module where you would put in the purchase date/price info for each security, and then when you get your statement each month, update each security. The system would calculate unrealized gain/loss, realized gain/loss, and make all the entries for you. Please tell me this exists!

If such a module exists I am also interested in it. I manually keep our gains and losses in excel.

This would be a dream come true. We currently are tracking all investments in an Excel sheet, but it is less than ideal.