IAM IMPROVED!

All new modern user interface, providing easy and intuitive navigation
Ability to combine all portfolios on reports and home page dashboard
New charting preferences
Improved CSV transactions import feature.
Improved, more detailed ability to set portfolio allocations
Add up to 5 user-defined security types — bitcoin, real estate, annuities, etc.
Improved benchmarking — create custom benchmarks
Improved import/export portfolio data to and from Yahoo! Finance
All new report generator — new report export options including directly to email
New options expiration report

"This is the best portfolio management program I have used it my 30+ years of investing. I would recommend IAM to anyone with a portfolio of any size."

"Investment Account Manager is the best software that I have found for maintaining cost basis records for my stock portfolios."

"Investment Account Manager is by far the best portfolio management software I've found. Data input and maintenance is easy relative to the capabilities provided. The reports are well thought out. Technical support is outstanding."

SAFE

Our software is based around the idea that your information is your own. We don't have access or download it. Your information is stored safely and securely on your home computer.

CENTRALIZED

IAM enables a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash and more.

SECURE

IAM gives you the comfort of securing your financial future. Using our program will give you the financial peace of mind you've always wanted.

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IAM4 IMPROVED

IAM IMPROVED!

SAFE

CENTRALIZED

SECURE