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.
NO SPYWARE. NO ADWARE. NO VIRUSES.
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Start your free Investment Account Manager v4 trial now.
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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.
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.
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.
"I have put all my assets into a trust, and I no longer manage my accounts. With the help of IAM, and your personal help, I managed to grow my holdings well into the 7-digit range. For this I am grateful. I wish you nothing but success in your future." - Earl R.
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.