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 Features

Getting Started

5:40

Home Page

5:39

Reports

8:13

Activity Ledger

5:34

Current Asset Library

7:32

Historic Price Library

6:04

Portfolio Setup Wizard Features

Manually Enter Current Holdings

6:24

Download Current Holdings From Your Financial Institution

5:38

Import Current Holdings From A Microsoft XLS/CSV File

4:55

Historical Accurate Portfolio

Historical Accurate Portfolio Part 1

8:10

Historical Accurate Portfolio Part 2

8:07

Historical Accurate Portfolio Part 3

7:53

QuoteMedia Data Feed Features

QuoteMedia Data Feed: Updating New Securities

5:50

QuoteMedia Data Feed: Updating Existing Securities

4:54

Portfolio Allocation Features

Asset Allocation (1): Setting Portfolio Allocation Targets

5:38

Asset Allocation (2): Current Allocations & Rebalancing

7:17

Portfolio Performance Features

Performance (1): Creating Historical Price Files

4:39

Performance (2): Portfolio Performance Report

6:11

Performance (3): Deriving and Storing Performance Returns

4:24

Performance (4): Defining Benchmark Indices

4:39

Performance (5): Portfolio Performance Comparisons

4:15

NEED HELP? TRY OUR SUPPORT PAGE