INDIVIDUAL
INVESTMENT ACCOUNT MANAGER
Manage Single or Multiple Portfolios
Accurately Track Security Cost Basis
Comprehensive Reporting and Graphing Tools
Asset Allocation and Rebalancing
Rebalance Portfolio Targets Showing Absolute and Relative Divergence
Benchmark Comparisons:
Monthly, Quarterly, Annually
Utilize Fundamental Ratio Analysis Tools
QuoteMedia Fundamental Data Feed
Ability to Download Investment Activity from Popular Financial Institutions
See IAM3 Individual User Survey Results
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