Investment Account Manager (IAM) was designed by specialist money managers and even used by huge number of investors Throughout the world since 1985. Investment account manager offers extensive investment monitoring and portfolio management instruments that can assist the regular investor manage her / his portfolio. IAM has many good features that will save your time, assist you to keep away from mistakes, while bringing about improved portfolio management choices, for example a centralized protected portfolio management that deals with your overall accounts on your personal computer.

IAM has thorough investment tracking abilities for a range of asset types: money market funds, cash, agencies, US Governments, corporate bonds, tax-exempt bonds, options, common and preferred stocks. Portfolio Launch Wizard allows for easy step by step portfolio generation. You can download your current balances together with transaction activity from your bank. IAM provides for a thorough financial transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, mergers and spin-off, return of capital, tender/exchanges, dividend reinvestment plans (Drips), security transfers, short sales. IAM also has over forty high quality reports summarizing your investing: latest holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), money gain distributions, commissions paid, security allocation, portfolio variation, portfolio cashflow forecasts, performance measurements, tax basis, asset maturity schedule, transactions ledger, and many more. IAM has numerous portfolio management, which individually monitor all of your investment accounts. IAM collectively manages all of your investment accounts, charts your portfolios' performance, earnings, asset allocation, diversification, together with maturity schedule. IAM also provides a fundamental ratio analysis for well-known stocks, portfolio asset allocation analysis, including the proportional effect of mutual fund holdings along with analysis of your performance utilizing the time-weighted internal rate of return technique and after that compare your result to this market indexes. IAM also provides a security lot assignment: first-in first-out, last-in last-out, average cost, specific identification Data importing /exporting to other popular programs software such as the most widely used spread sheet and word processing programs.

A beginner will have to make time to learn and fully grasp the program and method, however it is pretty much convenient or even those that have minimal working experience handling Windows programs should be making use of the program pretty quickly. The computer program is secure, so there is certainly little to worry about security matters.

Regardless of whether you are a seasoned investor or a novice, you'll find IAM to be a detailed and intuitive portfolio management software program that will significantly increase a person's ability to control your portfolio.

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