"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 3 Individual provides more than 50 informative and detailed reports summarizing your investments 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.
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
