Welcome to Forums Sign in | Join | Help | Forums
in Search





Make the world a better place.

Investments Management (module?)

Last post 11-23-2009 8:24 AM by Vern Archer. 3 replies.
Page 1 of 1 (4 items)
Sort Posts: Previous Next
  • 10-27-2009 11:04 AM

    Investments Management (module?)

    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!
  • 10-27-2009 4:52 PM In reply to

    Re: Investments Management (module?)

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

  • 10-30-2009 12:13 PM In reply to

    Re: Investments Management (module?)

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

  • 11-23-2009 8:24 AM In reply to

    • Vern Archer
    • Not Ranked
    • Posts 1
    • Organization: Siskin Children's Institute

    Re: Investments Management (module?)

    We have investments is about 15 different funds and track these all in excel.

    Excel works fine, the problem is getting the right specific information from the various funds that report different formats of information.

    We keep 2 excel files, one for investments that have to be tracked at cost and one for investments that have to be tracked at market value. 

Page 1 of 1 (4 items)