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Topics - Matt Willms

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1
Announcements / IAMv3 Update: 3.1.4 Now Available
« on: October 09, 2018, 09:30:43 AM »
Investment Account Manager v3 Individual - Maintenance Releases 3.1.4 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 Products 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 IAMv3.1.4:
https://www.investmentaccountmanager.com/maintenance-release.php

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Frequently Asked Questions / Reinstalling Steps for IAMv3?
« on: June 27, 2018, 01:19:57 PM »
The Investment Account Manager 3 Individual (IAM) User License allows our customers to install IAM on both a primary computer, as well as a second backup computer.  It also allows for the reinstallation of IAM in the event of computer malfunction, or installation to a new replacement computer.  The steps below can be used for reinstall/new install/second install. 

  • First, make certain you have a recent backup of your current IAM3 Individual data.  This is required for new installation/reinstallation. Your current installation of IAM3 must reflect an active support policy (if after 1 year of the date of the original purchase). If you have yet to make a recent backup, start IAM3 and use the File Menu | Backup Data choice.

  • Backup your data files, which includes your current support license activation, to a removable/portable drive, i.e. a plug-in drive.  Set this aside for reinstallation.

  • Next, download from our web site the most recent IAM3 trial version for reinstall/new install/second install purposes to the destination computer.

  • Start the trial version and while in demo mode with the supplied demo data showing, select the File Menu | Restore Data choice.  Use the button labeled 'Select Backup' to locate the proper drive letter for the removable/portfolio drive used to make the backup.
 
  • Selected the most recently create backup file.  Then verify all your prior portfolios are listed for the restore process.  Select all portfolios and also be sure to select the check box to include the backup asset library. Then select the option to restore all.

That's all there is to it. If your backup includes an active support policy, the restore process will migrate all your backup data, as well as convert the demo to a full version, under your original user license.

If you have any further questions, please contact us at techsupport@investmentaccountmanager.com

3
Announcements / IAMv3 Update: 3.1.2 Now Available
« on: April 17, 2018, 12:50:20 PM »
Investment Account Manager v3 Individual - Maintenance Releases 3.1.2 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 Products 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 IAMv3.1.2:
https://www.investmentaccountmanager.com/maintenance-release.php

4
Announcements / IAMv3 Update: 3.1.1 Now Available
« on: February 07, 2018, 01:19:20 PM »
Investment Account Manager v3 Individual - Maintenance Releases 3.1.1 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 Products 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 IAMv3.1.1:
https://www.investmentaccountmanager.com/maintenance-release.php

5
We've recently released a major upgrade to our award winning Investment Account Manager Professional portfolio management software program.  This new version includes more comprehensive and robust features, and we're confident you'll be impressed. 

Also, our prospective customers have suggested to us that the 30 day free trial period to learn and use the IAM3 Professional should be extended.  We thank those demo users who suggested this to us, and wanted to let you know we have indeed extended the free trial period - now to 60 days!

If you are still searching for a portfolio management software program for use with clients, family offices, foundations, or other professional purposes, select the link below to download our latest version.

https://www.investmentaccountmanager.com/download-iam-pro.php

6
Announcements / IAMv3 Update: 3.1.0 Now Available
« on: December 18, 2017, 01:13:26 PM »
Investment Account Manager v3 Individual - Maintenance Releases 3.1.0 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 Products 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 IAMv3.1.0:
https://www.investmentaccountmanager.com/maintenance-release.php

7
Most investors understand the benefits of portfolio allocation analysis and diversification.  Like the old adage "don't keep all your eggs in one basket", long-term investing success is often achieved by setting and maintaining a proper mix of asset allocations.  With this in mind, IAMv3 Individual includes two levels of allocation analysis for investors to properly monitor their investments.

In level 1, this view of portfolio allocation and rebalancing does not use fund proportional compositions by percent of class, sector and size when deriving current allocations.  Rather, this view is a more general view of asset allocation analysis, where the entire market value of a portfolio holding is properly grouped by asset type.

In level 2, much like Morningstar’s X-Ray analysis, portfolio allocations will use additionally the proportional compositions of any funds held in your portfolio when Investment Account Manager derives asset, sector and size allocation percentages. This means each fund's proportional impact will be included along with any individual holdings when deriving the allocation analysis of your portfolio.

Users can view these allocations on the IAMv3 Home Page | Allocations tab.

8
Use this forum to post questions to the developers, or other IAMv3 users specific questions, or to leave investment ideas for discussion.

9
Investment Account Manager v3 Individual is able to import existing portfolio data from other software tools.  These include:

• Captools Investment Software
• Intuit Quicken
• Financial Institutions

Please refer to the specific help topics provided within IAMv3 Individual for discussions on these import options.  Or post your question here and the developers will answer in a timely fashion.

10
Suggestions / Investment Account Manager v3 User Suggestions
« on: February 15, 2017, 12:18:03 PM »
Many features included in Investment Account Manager v3 Individual are in response to user suggestions that we have received since our very earliest version of the mid 1980's.   We value your input, knowing full well our users often have great ideas for making IAMv3 the top-rated portfolio management solution for investors to properly manage and track their investment portfolio(s). 

So if you have an idea for an addition or an improvement, please let us know. 

We thank you in advance!

11
Support / Investment Account Manager v3 Product Support
« on: February 15, 2017, 12:06:51 PM »
The developers of Investment Account Manager are pleased to offer detailed and comprehensive help to our users. Since 1985, we've received many accolades for the support we provide. Our goal is to help you learn and utilize IAMv3 to better manage your investment portfolios.

Questions posted here in the forum will be answered by the developers on a timely basis for other users to view.

You can also contact us for technical support by selecting the link below:

https://www.investmentaccountmanager.com/contact-us.php

Or send an email to our technical support team:

techsupport@investmentaccountmanager.com

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Reporting / Investment Account Manager v3 Individual Reports
« on: February 15, 2017, 10:40:23 AM »
Investment Account Manager v3 Individual includes more than 50 professional reports summarizing your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more.

If you have any specific questions, please post your questions in this forum category.

The link below will open a pdf file of IAMv3 Individual sample reports:

https://www.investmentaccountmanager.com/pdf/IAM_Sample_Reports.pdf

13
Allocation Tools / IAMv3 and QuoteMedia for Fund Composition Details
« on: February 15, 2017, 10:16:21 AM »
Investment Account Manager v3 now includes enhanced functionality for subscribers of the optional QuoteMedia data feed. 
 
The QuoteMedia data feed provides the ability to automatically populate the fund allocation analysis (breakdown by allocation percentages for asset type, sector and size compositions) for mutual funds and exchange traded funds. These allocation percentages are used in allocation reports to include the portfolio compositions of any funds (mutual funds and exchange traded funds) held in your portfolio when Investment Account Manager derives asset allocation percentages. This means each fund's proportional impact (amount invested in cash, bonds and stocks, by sector, by size) will be included along with any individual holdings of each asset type held outside of your funds, providing a total allocation analysis of your portfolio.
 
The QuoteMedia data feed can also populate for mutual funds and exchange traded funds the year to date, 1 year, 3 year, 5 year, and 10 year performance; turnover and expense ratio. These additional data points allow you to easily compare the performance and expenses of your current mutual funds and exchange traded funds, as well as for comparing alternative investment opportunities.   
 
If you're not yet subscribed to QuoteMedia, for a limited time you can add this data feed to your current IAMv3 technical support term for just $40.  To order, please call 800-247-6354.

14
Announcements / New Software Review
« on: November 11, 2016, 12:49:16 PM »
Investment Account Manager v3 was recently reviewed by the American Association of Individual Investors.  Once again, IAM has been chosen as one of the Top Portfolio Management Software solutions available to investors.

See review here: https://www.aaii.com/computerized-investing/article/the-top-portfolio-management-software-2016

15
Announcements / New Investment Account Manager v3 Now Available
« on: November 11, 2016, 12:47:09 PM »
After an extensive period of developing and testing, we’re pleased to announce the release of Investment Account Manager v3 for individuals.  We’re confident you'll find the new IAM3 Individual version even more helpful in successfully managing your investment portfolio(s).  A few of the more notable improvements include:

• Re-designed IAM home page.
• New transaction activity ledger.
• Expanded allocation by asset types.
• Performance storing and comparison reporting.
• Portfolio grouping for reporting.
• Expanded list of supported financial institutions.
• Updated interface and look.
• New more comprehensive help system.
• Plus much more...

Our latest 30 day free trial version is available: https://www.investmentaccountmanager.com/download-iam.php


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