Investment Account Manager 2.0 offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) offers a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution.
Notable features:
Notable features:
- Manage single or multiple portfolios
- Analyze asset allocation and diversification
- Optimize tax decision making and preparation
- Create detailed reports summarizing investment holdings
- Utilize fundamental ratio analysis tools
- Interact with other software tools
- Windows XP, Vista or Windows 7
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