TUTORIALS

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

Home Page
This video introduces the IAM v3 'home page' features and functions.

Portfolio Setup Wizard

Enter Holdings
Review of IAM v3 Portfolio Setup Wizard, feature to manually enter current holdings.
Download Holdings
Review of IAM v3 Portfolio Setup Wizard, feature to download current holdings from your financial institution.
Import from XLS / CVS
Review of IAM v3 Portfolio Setup Wizard, feature to import a Microsoft XLS/csv file of your current holdings.

Portfolio Allocation Features

Part 1 of 2 of Asset Allocation
Review of features provided by IAM v3.
Part 2 of 2 of Asset Allocation
Review of features provided by IAM v3.

Individual Performance Features

Creating Historical Price Files
Review of IAM v3 Performance Features.
Performance Report
Review of IAM v3 Performance Features.
Deriving and Storing Portfolio Performance Returns
Review of IAM v3 Performance Features.
Defining Portfolio Benchmark Indices
Review of IAM v3 Performance Features.
Portfolio Performance Comparison
Review of IAM v3 Performance Features.