Awards/Reviews

Manage Your Portfolios With Investment Account Manager 2
by Hareesh N Jayanthi
May 16, 2015 | AAII.com

There are many options for keeping track of your investments: manual record keeping, Excel spreadsheets, online services and stand-alone software. Investment tracking solutions such as Quicken are well-known and offer easy integration with their other products, while online-only portfolio tracking websites such as Macroaxis offer slick interfaces with analytics. But each of those solutions has it weaknesses: for Quicken, nowadays, reliability has become a question (see our review), while for Macroaxis (see our Best of Web review), you need to trust the website to keep your information secure on their server.

If you are looking for an alternative to Quicken that is more secure than a website, Investment Account Manager 2, developed by Quant IX Software, may be of interest to you. The product is offered in two versions: a retail version for individual investors and a more powerful version for professional asset managers. We focus on the retail version, which is more appropriate for most CI readers. Additionally, while the product can work with a variety of asset types such as bonds or derivatives, we focus here on stocks.
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IAM Earns AAII's Editor's Choice Award! Every investor needs a portfolio management tool to track investments and generate accurate performance reports, no matter the size of your portfolios. Portfolio management systems allow investors to organize investments, track performance and assess a portfolio's asset mix and risk levels. Investment Account Manager earned a perfect score in the most recent AAII Comparison, earning Editor's Choice Award over Quicken Premier and others. Read More >>

Table 1. Ratings for the Top Portfolio Management Software
Table 1
PDF Read the 2013 AAII Top Pick Award Comparison Guide.



100% clean SOFTPEDIA "100% CLEAN" AWARD

This product was last tested in the Softpedia Labs on 9th of August 2014 by Elizabeta Virlan

Softpedia guarantees that Investment Account Manager 2.9.8 is 100% Clean, which means it does not contain any form of malware, including but not limited to: spyware, viruses, trojans and backdoors.

This software product was tested thoroughly and was found absolutely clean; therefore, it can be installed with no concern by any computer user. However, it should be noted that this product will be retested periodically and the award may be withdrawn, so you should check back occasionally and pay attention to the date of testing shown above.