What Do You Like Most About Investment Account Manager?
Provided here are a few comments received for each of these categories so you can see what other users are saying about their top ‘likes’ of Investment Account Manager…
Ease of Use:
“Easy to use – easy input – very good assortment of reports – complete package for serious investor.”
“Ease of use…have been using it for years…”
“Easy to use, dividends are remembered and easy to enter from one month to the next as well as showing me changes in positions/dividends when the amount this time differs from the last one.”
“Easy to use, accommodates all transactions that I need, provides quick access to all my portfolio accounting records, calculates returns for performance, and excellent support.”
Technical Support:
“The program is great and so is the tech support. I’ve used IAM for many years. When I have encountered the occasional problem, the tech support has always been incredibly responsive and helpful.”
“Spectacular customer service. About 6 months ago, I was having trouble with the software, sent an email late on a Saturday night and got an email response the next day on Sunday morning. Greatly appreciated.”
“The awesome support. If can’t find answer to question it’s a great relief to know can call and instantly speak to one of the brothers who write the program. That’s huge in today’s world and in regards to something so important. Have used the program for years and love how it works. You are always improving it. Started out in the old days keeping track of stock purchases by hand – so much easier with IAM.”
Reporting:
“Reports for analysis and tax planning. CPA loves reports for our quarterly tax planning.”
“Reporting capabilities, especially the appraisal, sold securities and the portfolio performance.”
“The Internal Rate of Return calculation; the quick updating of values; the performance , appraisal, and distribution reports; the ease of data entry; the support. The program works well. Thanks for all that.”
“The program’s robust features and ease of use. The comprehensive reports along with the ability to combine portfolios are invaluable. A superb product.”
“I can keep up with my portfolio worth. The Appraisal Report is excellent! I can keep track of my dividends & re-investments I can easily do stock splits. I can give my tax man my yearly results. I can see what my portfolio is doing compared to the S&P.”
Multiple Portfolio Management:
“As an individual investor with 6 accounts, the ability to view total value & combined account performance.”
“The ability to combine all accounts into a single portfolio to gain a clear view of the asset allocation and rebalancing opportunities/recommendations. Additionally , the automatic pricing updates.”
“Integrating multiple accounts from a variety of brokers into a single portfolio for analysis including overall return, allocation breakdowns, etc. Print out a weekly set of summary reports I refer to constantly to assess impacts of potential purchases or sales of assets.”
“The ability to keep control of my accounts. The ability to print out usable reports for all my family members who are too busy to keep track of their investments.”
“It does everything I need to manage a number of accounts; it is quite intuitive; it handles large amounts of data so I don’t worry even though I have more than 28 different accounts with all their transaction going back many years.”
Accounting for Cost Basis:
“Wonderful way to keep track of cost bases for multiple accounts going back to the 1950’s.”
“Keep everything about my portfolio in one place. I am able to see my stocks and mutual funds growth and income. I am able to view and change allocation of my portfolio. Great help and having my cost basis when doing my taxes.”
“I invest in drips, IAM is a great tool for tracking basis by lots.”
“I’ve been able to build a history of stock purchases made over forty years ago and establish a cost basis, which when I made those buys, I had no thought of cost basis and what it would mean to me later.”
“Purchases and sales of stocks and bonds are tracked to allow calculation of cap gains upon sale for tax purposes. IAM reports the total value of all investments. The amount of gain or loss for each holding can be used for tax management of sales. IAM maintains all of the history for all of my holdings.”
Handle Complex Transactions:
“Really appreciate spin-offs process much easier to use than others I’ve used.”
“Its ability to handle stock splits, spin-offs, options, etc. that Quicken cannot.”
“One of the few portfolio management tools that accurately provides for input and tracking of options transactions.”
“The way it easily handles splits and mergers.”
“Simplicity of the more involved transactions (sales, splits, mergers, spin offs, etc).”
Ease of Updating, Downloading:
“Very easy to download transactions from my broker and keep track of ongoing positions. I like that the program handles options as well as more conventional assets.”
“Downloading directly from brokerages and the ability to show year by year % returns.”
“The ability to update portfolios easily. Importing from brokers works well.”
“Ease of use, reliability, ease of automated market pricing. Nice piece of software.”
“Updating portfolio prices and comparison to benchmarks”
“Ability to download transactions and prices.”
In summary, Investment Account Manager provides a full complement of easy to use tools and features to help you better manage your investments. Using Investment Account Manager, you’ll be better prepared to reach your long-term investment goals.
If you have any questions, feel free to post your inquiries on our Facebook page.