(IAM) Investment Account Manager was designed by qualified money managers and also searched by financiers Worldwide since the 80's. Investment account manager offers extensive investment tracking and past record management tools that can assist the majority of investor deal with her or his accounts. Investment Account Manager has a lot of good options that can save your time, help you to stay away from problems, while bringing about improved portfolio management actions, for example a focused secure portfolio management that controls your whole accounts on your computer.

Investment Account Manager has thorough investment tracking abilities for a variety of asset types: cash, money market funds, agencies, US Governments, tax-exempt bonds, corporate bonds, options, preferred and common stocks. Portfolio Setup Wizard presents simple step by step portfolio generation. You'll be able to transfer your overall balances as well as transaction activity from your financial institution. Investment Account Manager is designed with a in depth financial transaction accounting for: purchases, sales, dividends, interest, expenditures, universal stock split/dividend, mergers and spin-off, return of capital, tender/exchanges, dividend reinvestment plans (Drips), security transfers, short sales. Investment Account Manager also has over forty professional reports summarizing your investments: latest holdings, unrealized losses/gains, sold positions & realized losses/gains (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow predictions, performance measurements, tax basis, transactions ledger, asset maturity schedule, and a lot more. Investment Account Manager has several portfolio management, that individually monitor all of your investment accounts. Investment Account Manager together with each other manages your whole investment accounts, graphs your portfolios' performance, income, asset allocation, diversification, and even maturity program. Investment Account Manager also comes with a fundamental ratio analysis for standard stocks, portfolio asset allocation research, this includes the proportional impact of mutual fund holdings along with basic research of your effectiveness utilizing the time-weighted internal rate of return method after which examine your result to the market indexes. Investment Account Manager has also a security lot assignment: first-in first-out, last-in last-out, average cost, specific identification Details importing /exporting to other common applications software including the most favored spreadsheet and word processing software programs.

An amateur will likely need to spend some time to master and fully understand the application and method, but it's quite simple and even people that have very little experience handling Windows software programs should be making use of the program fairly quickly. This program is protected, so there is certainly little to concern yourself with security aspects.

No matter if you're a professional investor or even a beginner, you will find Investment Account Manager to be a complete and intuitive portfolio management program that will dramatically boost a person's ability to deal with your portfolio.

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