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Investment Account Manager v3 Individual - Maintenance Releases 3.2.1 Now Available

Use the choice 'Check For Updates' located on the IAMv3 Individual Version Menu Bar to automatically verify you are currently running the latest version of Investment Account Manager v3 Individual. You will be notified as to whether or not you have the current version. If not, you will be prompted to download the latest file.

Note: if this choice is inactive in your copy of Investment Account Manager, this indicates your support period has expired. To extend technical support for an additional year, renew thru our website Shop page: www.investmentaccountmanager.com.

If you have any questions, contact our technical support team: techsupport@investmentaccountmanager.com

Click here for a listing of improvements/changes/corrections included in IAMv3.2.1:
https://www.investmentaccountmanager.com/maintenance-release.php

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Announcements / Blog Post - Putting Performance Into Perspective
« on: June 02, 2020, 02:22:43 PM »
The year 2019 was a great run for the S&P 500 Index. Its 12-month total return of 31.49% was more 3x higher than its 50-year average annualized return of 10.60%. All good, right?

read more: https://www.investmentaccountmanager.com/products/putting-performance-into-perspective/

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What’s the key to making good investment choices? It isn’t necessary to understand the inner workings of the securities markets or the mathematical economies underlying investment theory.  Instead, 10 axioms of effective investing provide the critical cornerstone for guiding investment philosophy and making decisions. This will ensure that you meet the universal goal of creating financial wealth for retirement.

read more: https://www.investmentaccountmanager.com/products/reach-your-retirement-goals-by-following-10-basic-axioms/

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Announcements / Blog Post - Dollar Cost Averaging
« on: April 01, 2020, 08:30:24 AM »
As evident with the recent volatility in the stock market, investing inherently involves some risk – that’s just the way life works. Our job as investors is to figure out ways in which to minimize this risk.  One common method that investors use to minimize risk is dollar cost averaging (DCA).  Dollar Cost Averaging offers a strategy for investors to gradually increase their stock market exposure for potential long-term upside results, while taking into account the whipsaw nature of current market conditions.

https://www.investmentaccountmanager.com/products/dollar-cost-averaging/

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Announcements / Blog Post - Concentrated Investment Positions
« on: March 03, 2020, 09:31:36 AM »
With the recent runup of stock market levels over the past several years, many investors might find one or more of their investment holdings have appreciated considerably in value, now representing a disproportionate percentage by market value. With this in mind, it is important for investors to pay attention to these concentrated investment position(s), an important investment concept that often is over-looked for proper portfolio management....

https://www.investmentaccountmanager.com/products/concentrated-investment-positions/

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Announcements / Blog Post - Benchmarking: The Art of the Science
« on: February 01, 2020, 09:15:47 AM »
As found in the Merriam Webster dictionary the term “benchmark” has the following definitions:

> a mark on a permanent object indicating elevation and serving a reference in topographic surveys and tidal observations.

> a point of reference from which measurements may be made.

These definitions clearly suggest that a benchmark serves as a point of reference. The real key here—in the world of investments—is selecting a performance benchmark that is similar to the portfolio being measured against it. This often does not happen, which is why performance benchmarking so often is sheer lunacy.

https://www.investmentaccountmanager.com/products/benchmarking-the-art-of-the-science

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Announcements / Blog Post - Defining Your Investment Objectives
« on: January 02, 2020, 12:30:14 PM »
With the start of 2020, now is an ideal time for investors to review their forward-looking investment objectives, understanding these objectives are affected by short- and long-term needs and changing requirements....

https://www.investmentaccountmanager.com/products/defining-your-investment-objectives/


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Announcements / Blog Post - Save and Invest
« on: December 02, 2019, 08:51:07 AM »
Saving is a key principle. People who make a habit of saving regularly, even saving small amounts, are well on their way to success.  It’s important to open a bank or credit union account so it will be simple and easy for you to save regularly.  Then, use your savings to plan for life events and to be ready for unplanned or emergency needs.

https://www.investmentaccountmanager.com/products/save-and-invest/



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Announcements / Blog Post - The Inherent Value of Global Diversification
« on: November 01, 2019, 09:03:01 AM »
Highlights:
> Investors have a natural bias to invest domestically.
> Exposure to international stocks can improve portfolio performance over the long term.
> How best to invest internationally is a subject of considerable debate.

Ahh, home sweet home. That feeling of security and warmth of a place we are all so familiar with. For many of us, the house we grew up in is considered sacred as we have a powerful connection to the places and environment that shaped us. In fact, researchers using fMRI brain technology found key areas of emotional processing in the brain that are activated by places that individuals have strong emotional ties to....

https://www.investmentaccountmanager.com/products/the-inherent-value-of-global-diversification/


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Diversification is for folks who don’t know the future - which is all of us. Think of it this way, if you knew the future perfectly would you ever diversify your portfolio? Of course not. You would simply pick the single ticker that was destined to produce the highest return...     

https://www.investmentaccountmanager.com/products/the-purpose-of-diversification-a-review-of-the-past-49-years/


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Announcements / Blog Post - Managing Your Investment Portfolio Roster
« on: September 10, 2019, 09:20:54 AM »
With the NFL 2019 season underway,  we here at Investment Account Manager thought to offer an approach for managing your investment portfolio, much like the general manager of an NFL team manages their team roster. Considering the holdings in your investment portfolio as your ‘roster’ may help you to identify the role of each holding within your portfolio...

https://www.investmentaccountmanager.com/products/managing-your-investment-portfolio-roster/


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Announcements / Blog Post - Avoiding Investing Pitfalls...
« on: August 19, 2019, 10:08:58 AM »
Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients...

https://www.investmentaccountmanager.com/products/avoiding-investing-pitfalls/

13
Options / Using Covered Calls With IAM3 Individual
« on: July 17, 2019, 10:56:09 AM »
Investment Account Manager 3 Individual:  Using Covered Call Options
 
Investment Account Manager 3 Individual can track both long and short option transactions. The use of options in an investment portfolio can help to reduce risk, increase leverage, or both. Given the market indices are at all-time highs, now might be an ideal time to consider using such strategies to improve your investment results.

One popular option strategy is known as covered call writing.  Using this strategy, the investor attempts to reduce portfolio risk and increase portfolio income by giving up potential future gains on a stock holding (all or partial) within the portfolio. In this strategy, the investor sells the right to another investor (selling a call), to buy the stock owned (underlying security) at a predetermined price (strike price) within a predetermined time period (expiration date) for an agreed upon price (option price is known as the option premium).   Using covered call options offers an effective strategy to reduce over concentrated positions in an effort to rebalance your portfolio to targeted goals.

For example, if an investor owns 400 shares of XYZ which currently trades at $100/share, the investor could sell 1 covered call option giving the right to another investor to 'call away' 100 shares of XYZ at $110/share within 90 days. The seller of the call might receive a premium of $4.00/share at the time of the sale. The receipt of the $400 ($4 x 100 shares) increases portfolio income, but also limits the potential gain on these 100 shares to $110 for the next 90 days.  If XYZ has become too over concentrated in your portfolio, this provides an effective way to reduce the position, while realizing some additional gains and premium income, should the option be exercised.

If you utilize options within your portfolio, you’ll be impressed with IAM3’s superior functionality in tracking option transactions, and handling the complicated tax treatment they may involve. Option costs, pricing and values are maintained. And whether the call option is either closed by the seller, expires worthless, or is exercised by the buyer of the option, IAM3 Individual will accurately make all necessary tax and underlying stock basis adjustments automatically to satisfy record keeping requirements.

NOTE: An investor using options MUST have their investment account approved for option transactions. Before doing so, your financial institution will provide option information to help you understand the characteristics and risks of options. There are many sources for further information regarding option strategies. One of the best can be found at the Chicago Board of Options Exchange website - http://www.cboe.com/education/getting-started.




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Importing your portfolio from Yahoo! Finance

Having the ability to manage your portfolio holdings within Investment Account Manager v3.1.6 will provide many important tools and reports not available in Yahoo! Finance. IAM allows:

   Centralized Secure Portfolio Management – Desktop Application – totally private
   Multiple Portfolio Management and Collective Reporting
   Detailed, Informative and Customizable Reporting
   Portfolio Allocation and Rebalancing Analysis
   Mutual Fund Composition Analysis – Asset Type, Sector
   Portfolio Performance with Benchmark Comparisons
   Fundamental Ratio Analysis
   Financial Institution Downloads
   Automatic Security Price Updating
   Mutual Fund Composition Analysis
   Create Historical Pricing Databases

Since 1985 Investment Account Manager has provided investors with detailed portfolio management tools and professional reporting.
 
Importing from Yahoo! Finance

To Import your Yahoo! portfolio, simply follow these steps.

1.) Go to https://finance.yahoo.com/ and then select My Portfolio (see attachment 1).

Select the portfolio you wish to export to IAM to open within Yahoo!

2.) Next click on Export (see attachment 2).

This will create a file called “quotes.csv” which will be saved to your PC's download folder.

Creating the portfolio in Investment Account Manager.

3.) Start IAM and selected File Menu | Import | Yahoo Portfolio Data (see attachment 3).

4.) Now give the portfolio a name within Investment Account Manager (see attachment 4), and then click on Next.

5.) Select the location of the file downloaded from Yahoo!, then the file, and then the Select button (attachment 5) and then click on import (attachment 6).
                  
6.) Check the following screens closely for any editing which may be needed (attachments 7 and 8 ).
 
7.) Review IAM's import audit report (attachment 9).

Your portfolio is now part of Investment Account Manager, as shown on IAM's Home Page (attachment 10).

Please see www.investmentaccountmanager.com for video tutorials, forums, blogs, and other help, including access to our team.

Thank you for your interest in Investment Account Manager.

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Exporting your IAM portfolio to Yahoo! Finance

Having the ability to monitor your portfolio holdings online is easy to accomplish with IAM v3.1.6 and Yahoo Finance.   

Users will need to decide: Do I want my actual share values (lot by lot) uploaded, or simply the security names without actual values.

Both methods provide meaningful results available for review by cell phone, tablet, etc. after installing the Yahoo! Finance free application on your device.

To Import your Investment Account Manager portfolio, simply follow these steps.

1.)   Open IAM and select the portfolio from the portfolios list (see attachment 1).

2.)   Select File Menu | Export | Yahoo Portfolio Data (see attachment 2).
 
3.)   Select your preference: Tax lots (actual portfolio) or One Share of Each Asset (see attachment 3).

4.)    Investment Account Manager will create and save the file to use with Yahoo! Finance.  Note the location of the file so you can find it (attachment 4).

When complete, close the open windows and minimize Investment Account Manager. The next steps deal with setting up Yahoo! Finance.


Steps to complete in Yahoo

1.   Log-into Yahoo (http://www.yahoo.com), or download and install the Smartphone app to your device.

2.   Either sign-in or sign-up for a new account.

3.   After logging into your account, select Finance from the left panel on Yahoo's Home Page, or the Menu Bar. This will take you to Yahoo Finance home page (http://finance.yahoo.com).

4.   Click on “My Portfolio” in the Menu Bar and then Create Portfolio.

5.   Look for “Import”. Click on “Import”.

6.   In the Import window click on “Choose File”. Find the file:(attachment 4 again).
      
then double-click on it to select it for import to Yahoo!, and Submit button. After the page refreshes, you will have uploaded your portfolio to Yahoo!

7.   The final step is to rename your portfolio on Yahoo!’s website: Click on “Settings” then Rename.

That's it... you now can monitor your portfolio from anywhere in the world!

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