"The report-generating power of the software is a significant driver of the total value proposition. Dozens of pre-set reports cover practically every conceivable need and the ability to customize output makes the software even more flexible - and valuable." — Adam
Investment Account Manager 3 Professional provides many informative reports and graphs to help you make better investment decisions. Reports can be created for user defined date ranges, for single investment accounts, or combinations of accounts, to view aggregate totals. IAM3 Professional includes a plethora of accurate, comprehensive reports, including:
REPORTING FEATURE HIGHLIGHTS
Current Account Values with Unrealized Gain/Loss
Security Tax Basis Lot-by-Lot; Short-Term v. Long-Term Holding Periods
Tax Filing for Realized Gain/Loss; Short-Term v. Long-Term Holding Periods