Manage Single or Multiple Portfolios

Whether you're a seasoned investor or a novice, you'll find IAM to be a comprehensive and intuitive portfolio management software tool. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time and help you to avoid mistakes, all the while leading to better portfolio management decisions.

As a comprehensive portfolio management software program, Investment Account Manager offers investment tracking features for a variety of asset types: cash, money market funds, US Governments, agencies, tax-exempt bonds, corporate bonds, preferred stocks, mutual funds, exchange traded funds, common stocks, options, and other investments.


IAM provides detailed transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, spin-off and mergers, tender/exchanges, return of capital, dividend reinvestment plans, security transfers, option activity and short sales.


Users of Investment Account Manager are able to download current balances and transaction activity from financial institutions (if available).


Investment Account Manager will help you to better manage your investment portfolios and help you to make better investment decisions. One example of this ability can be found in IAM's design to allow for multiple portfolio management.


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