Designed by professional money managers, and used by investors worldwide in related forms since 1985, the Investment Account Manager's purpose is to help you better understand and manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find Investment Account Manager (IAM) offers a comprehensive set of features, yet is an easy to learn and use portfolio management software tool.
General Features
Getting Started
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Home Page
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Reports
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Activity Ledger
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Current Asset Library
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Historic Price Library
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Portfolio Setup Wizard Features
Manually Enter Current Holdings
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Download Current Holdings From Your Financial Institution
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Import Current Holdings From A Microsoft XLS/CSV File
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Historical Accurate Portfolio
Historical Accurate Portfolio Part 1
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Historical Accurate Portfolio Part 2
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Historical Accurate Portfolio Part 3
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QuoteMedia Data Feed Features
QuoteMedia Data Feed: Updating New Securities
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QuoteMedia Data Feed: Updating Existing Securities