The Software Solution for Investing

For over 40 years our clients have recommended the various versions of Investment Account Manager. Our latest version, v4, is the most powerful release to date. Try a free 60 day no obligation trial today.


Recommended By Our Clients

"This is the best portfolio management program. I have used it for 30+ years of investing. I would recommend IAM to anyone with a portfolio of any size."

— Ken D.
Certified by
  • Perfect Score Performance
  • Perfect Score Documentation
  • Perfect Score Ease of Use

Unified Account Management

Safe. Centralized. Secure. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.

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Secure Your Data

Because IAM4 is desktop based with no connection to the cloud, your personal and investment data is secure.

40+ Years of Satisfied Users

With 40+ years of satisfied users, we continue to provide essential tools to thousands of independent investors with Investment Account Manager & Investment Account Manager Pro.

What Users Say
IAM4, new software features make your investment management easier.
Discover What's New
Investment Account Manager is a desktop-based application — no one can access your personal data — providing the tools required to collectively manage your investment portfolios in an updated, modern, and intuitive program. Track your stocks, bonds, funds, options, and cash as well as user-defined asset classes. Start your free trial today! No credit card is required to start.


Investment Account Manager

Manage Single or Multiple Portfolios

Accurately Track Security Cost Basis

Comprehensive Reporting and Graphing Tools

Asset Allocation and Rebalancing

Benchmark Comparisons:
Monthly, Quarterly, Annually

QuoteMedia Data Feed

Ability to Download Investment Activity from Popular Financial Institutions



Comprehensive Support

Investment Account Manager provides award-winning, free technical support to answer any questions while using the 60 day trial version, as well as free unlimited technical support with IAM software activation.

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