Click to enlarge
Investment Account Manager is designed to offer users complimentary interaction with other investment software tools. Users will find easy access with Yahoo!® Finance, AAII Stock Investor Pro software, the StockCentral.com data subscription and the BetterInvesting™ Mutual Fund Data subscription for globally updating securities in the IAM Asset Library.
- Yahoo!™ Finance is used as a source for 20 minute delayed pricing, as well as access to Internet research links.
- If you subscribe to AAII's Stock Investor Pro software from the American Association of Individual Investors, you'll be able to utilize the SSG data files found on your SI Pro disk for updating common stocks for descriptive information for stocks as they are added to and managed within Investment Account Manager. This includes access to fundamental stock data such as dividends, earnings, industry sector, stock size, etc. for common stocks.
- If you are a member of the BetterInvesting organization and subscribe to their online mutual fund tools, you'll be able to utilize your subscription to update etf's and mutual funds for descriptive information as they are added to and managed within Investment Account Manager. This includes fund objective and fund composition details.
- Likewise, if you subscribe to StockCentral.com, you'll be able to utilize your subscription to update common stocks for descriptive information as they are added to and managed within Investment Account Manager. This includes access to fundamental stock data such as dividends, earnings, industry sector, stock size, etc. for common stocks. Note: if you are using the trial version of Investment Account Manager, a 60 day temporary free subscription is provided to StockCentral.com's data subscription.
Next - Import Data >>
