"IAM has been extremely helpful to me in personally managing stock and fund portfolios over the past 10-15 years. It has made tax preparation easy and helped with asset allocation. I've found it valuable enough to purchase copies for my son and son-in-law."
IAM provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions.
PRODUCT FEATURE HIGHLIGHTS
$99, Unlimited Full Version, 3 Personal Computers, 1 Year Technical Support
Centralized, Secure, Desk-Top Based Portfolio Management
Accurate Tax Tracking Tools with Security Lot Assignment
Multiple Portfolio Management and Reporting / Batch Reporting
Portfolio Allocation and Rebalancing Analysis
Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually
Fund Composition Analysis by Asset Type, Stock Sector and Size
Fundamental Ratio Analysis
Automatic Financial Institution Downloads
Automatic Security Price Updating
Price Alerts to Monitor Holdings
Import from Quicken, Captools, Excel
Create Historical Pricing Databases
Backup / Restore
Comprehensive Help System
Free 60 Day Demo Including Free Technical Support
30 Day Money Back Guarantee: if you decide to purchase the software activation key any time during or after the trial period, rest assured you'll have an additional full 30 day money back guarantee within 30 days of software activation. To receive your refund, simply use the 'Request Refund' choice under the IAM Help Menu | Product Support form. Once approved, all refunds will be immediately processed to the credit card used when purchasing the software activation key. Truly a no-risk, 30 day money back guarantee policy!