Create Detailed Reports Summarizing Investment Holdings
Investment Account Manager includes more than 40 professional reports summarizing your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more.
Sample Reports provides an example of a few of the comprehensive reports provided by IAM. If you download the free 45 day trial program, sample data has been provided for you to further review these comprehensive reports.
The various links below illustrate some of the reporting tools in IAM that act to improve your decision-making process. Click on a thumbnail to learn more.
Next - Utilize Fundamental Ratio Analysis Tools >>
Investment Account Manager includes more than 40 professional reports summarizing your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more.
Sample Reports provides an example of a few of the comprehensive reports provided by IAM. If you download the free 45 day trial program, sample data has been provided for you to further review these comprehensive reports.The various links below illustrate some of the reporting tools in IAM that act to improve your decision-making process. Click on a thumbnail to learn more.
Investment Account Manager provides many informative reports and graphs to help you make better investment decisions.
As part of creating a report, Investment Account Manager allows users to customize the reporting information for a variety of report options. These reporting options are listed on the report setup screen.
Investment Account Manager will initially show reports in a page preview version for your review, providing the report without the need for actually printing the report.
25 years of experience, listening to our customers, and adapting to the changing investment world have enabled us to design the finest reporting capabilities provided in an affordable investment software program.
Next - Utilize Fundamental Ratio Analysis Tools >>
