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Announcements / Blog Post: MId Year Portfolio Rebalancing
« on: June 06, 2022, 10:23:39 AM »
As we’re nearing the halfway point of 2022, we pass along this reminder to review your portfolio and identify if any rebalancing changes may be necessary to reach long-term goals. Here’s a multi-step guideline that you will find helpful to accomplish this important portfolio management task.  read more...

Suggestions / Re: database file(s) location
« on: May 12, 2022, 12:28:24 PM »
We don't currently offer that option of moving the IAM database files separate from your installation location.  However, you might try installing IAM on a removable drive as an option to address your concerns.  If any add'l questions, please contact our support team @ 


Two of the most important decisions an investor must make when constructing portfolios are the 1) allocation of the portfolio assets between stocks, bonds, cash and other investments and 2) the diversification of securities within those asset classes.

read more:

Support / Re: Portfolio Performance Values
« on: March 10, 2022, 09:14:52 AM »

To have this graph display, you need to have your prior monthly/quarterly/annual performance stored under the Performance Menu | Portfolio Performance Returns feature.  Refer to the help button with this function for tips on creating.  We also offer a video tutorial on our site you might find helpful:

If any add'l questions, please contact our technical support team directly at:


For many investors, an investment record keeping system consists of shoe boxes in a closet, unopened envelopes in a kitchen drawer, or other similar disorganized collection of investment statements. For such investors, these investment record keeping systems provide little, if any, educational benefit for managing your portfolio.

read more:

« on: February 01, 2022, 11:41:26 AM »
If you want to take advantage of the compounding effect of income producing investments, then a solid dividend reinvestment plan (DRIP) may be suitable for your needs.

Continue reading Dividend Reinvesting and Compounding Growth...

Support / Re: QuoteMedia not returning data for ^DJI, ^GSPC, or ^IXIC
« on: January 19, 2022, 09:46:43 AM »

We are aware of the add'l recent change made by the data provider, and are working on modifying, will include in our next update to IAM.  If you have any add'l questions, please contact our tech support team directly:

Thanks, Matt

Transactions / Re: Charles Schwab Broker Downloads
« on: December 16, 2021, 02:23:05 PM »
As of now, users of IAM that use Charles Schwab brokerage can update accounts thru the import of transactional csv files from the Schwab site.  Posted here is a guide to help you with the process:

Support / Re: QuoteMedia not returning data for ^DJI, ^GSPC, or ^IXIC
« on: December 13, 2021, 10:53:05 AM »
Mark: use the check for updates choice to download the latest IAM v3.2.6.  Will correct the issue. If any add’l questions, please let us know.


Announcements / BLOG POST - 5 Steps for Year End Portfolio Rebalancing
« on: December 01, 2021, 09:12:00 AM »
As 2021 is nearing year end, now may be an ideal time for investors to review their portfolio investments, making necessary rebalancing changes.

Rebalancing is the process of reallocating assets within a portfolio. It is a method to help you get your investments back in line with your target allocation of stocks, bonds and short-term reserves. Rebalancing helps investors by shifting money from those investments that have performed well into portfolio underachievers.

Read more:

Transactions / Re: Mutual Fund shares reclassification
« on: November 22, 2021, 10:29:14 AM »
You can enter this under the transactions menu | add edit delete transactions | and for the mutual fund, select for activity type tender/exchange function.  You'll need the proper share ratios and market prices to complete the entry.

If any add'l questions, please contact our tech support team directly @

Leaky pipes do their damage over time, in that a small leak may not appear to be a big problem, and the damage caused might remain undetected for years. These slow, long-term leaks can result in much more damage than a burst pipe. Why? In the case of a burst pipe, you’ll be immediately aware of problem, and can shut off the water supply, limiting the damage to a more isolated area.

For investors, a leaky pipe is similar to a chronic under-performing stock...

Announcements / Blog Post: Being Financially Prepared for the Unexpected
« on: October 06, 2021, 01:13:19 PM »
You’ve probably been told before to prepare for the unexpected, and that’s good advice.  And being prepared for the unexpected includes your finances as well.

In the event of a job loss, medical expense, or other form of unexpected financial damage, it’s important to have an emergency fund. So once you’ve asked yourself what’s the worst thing that could happen to you financially, you’ll need to figure out what you’d need should disaster strike… read more:

Importing Existing Portfolio Data / Re: Importing Historical Data
« on: October 06, 2021, 09:38:14 AM »
Thank you for your comments... you can import historical data using a csv, ofx, or qfx file format.  Many users, don't bother with historical data, rather simply start using IAM to create tax accurate portfolios for their current holdings only, then going forward, track all subsequent activity.  If you have any add'l questions, please contact our tech support team directly:

Thank you for your interest, Matt

Transactions / Charles Schwab Broker Downloads
« on: September 10, 2021, 12:33:01 PM »
As of September 9th 2021, Charles Schwab has adopted a new file format for automatically downloading brokerage investment activity. This new method is no longer supporting the current OFX (Open Financial Exchange) method that remains the standard and utilized by most financial institutions.  Given this change, users of IAM can no longer automatically access their Schwab brokerage accounts for automatic transactional downloads.  As we work on restoring this automatic functionality for our users, we have in the meantime developed an alternative method for users of IAM to easily import their transactional data.  Attached to this post is a resource guide with step-by-step instructions.  These instructions are also included on our website under the IAM Menu | Guides and Resources. 
If any add'l questions, please contact our technical support team directly:

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