IAM Reports

"Investment Account Manager's reporting capabilities are a quantum leap from what you'll get with free internet services and brokerage accounts."

"Investment Account Manager provides not only a great way to track portfolios, but the reports provide excellent snapshots of performance and asset allocation which are invaluable in managing investments."

Investment Account Manager Individual provides more than 50 informative and detailed reports summarizing your investments. Reports can be created for user defined date ranges, for single investment accounts, or combinations of accounts, to view aggregate totals.

Product Feature Highlights

View sample IAM4 Individual reports

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