Captools® Import feature

With the recent decision by Captools® Investment Software to no longer support their programs for the individual investor, the developers of Investment Account Manager have included in IAM an import feature for Captools investment data. This import feature allows the conversion of the most common investment transactions from Captools Investment Software into Investment Account Manager.



PDF Download a PDF of the Investment Account Manager / Captools import process.

Investment Account Manager will convert the following Captools transaction types:

The IAM / Captools import function does not currently handle the following transactions at this time. These types of transactions, if any, will be listed on the IAM / Captools Import Exceptions Report.