Interact With Other Software Tools

Investment Account Manager is designed to offer users complimentary interaction with other investment software tools. Users will find easy access with Yahoo!® Finance, AAII Stock Investor Pro software, and the optional stock data provider Quote Media.

Our customers take comfort in knowing their investment records are stored safely and securely on their personal computers. This centralized approach assures continuity and collective decision making.

Our customers also appreciate how easily they can upload selective portfolio data to both Google Finance and Yahoo! Finance to allow portfolio monitoring from anywhere in the world!


Investment Account Manager includes global updating features for easily maintaining portfolios to reflect up to date pricing, proper portfolio allocations, and timely fundamental analysis comparisons. IAM's asset library data is easily updated using popular, award winning tools to improve the management of your investment portfolios.


Investment Account Manager includes features for importing data from other software applications. This includes importing data from stock selection software such as ICLUBcentral's Toolkit 6, as well as for migrating existing investment data from Captools® or Quicken®.


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