Welcome to UnitTracker

UnitTracker is a Windows program designed to manage small endowments, typically under $250M. There is nothing about the design that prevents use with larger endowments, but there are more sophisticated programs designed for large endowments that provide additional features. UnitTracker can be used to manage multiple endowments, as might be the case for an investment firm managing the endowments of multiple non-profits or educational institutions. It will work equally well for in-house unit management in an organization with a single endowment to manage.

Documentation for UnitTracker can be found at here.

UnitTracker is free and open source. It is licensed under the GNU Affero General Public License v3.0 - see the LICENSE file for details.

The source code is available on Github