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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:

« on: September 01, 2021, 09:22:25 AM »
With the NFL 2021 season nearly 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.

read more:

« on: August 02, 2021, 10:19:35 AM »
Investing for the “long-run” is a very compelling mantra—at least for those who have a long-run ahead of them.  For the investor who is currently 105 years old this article may be somewhat less useful.  If you’re younger than 80 years old—I think it will apply.  The question is simply this:  just how long is the “long-run”?  Is it 2 years?  5 years?  10 years?  Or even longer?

read more:

Roger, this was a temporary issue, now resolved.  Give it another go, should be all set.


Announcements / Blog Post - Mid Year Portfolio Rebalancing
« on: July 01, 2021, 10:27:50 AM »

With the calendar having just passed the midway point of 2021, now might be an ideal time to review your portfolio, and identify if any rebalancing changes may be necessary to stay consistent with your long-term goals....

Read More:

General Discussion / Re: Entering Buy/Sell Transactions
« on: June 14, 2021, 09:29:21 AM »
When entering your buy/sell transactions, you have the check box option to 'deduct from' or 'deposit to' selected in the lower left hand corner, prior to selecting the save button.  If you uncheck this offset, no deposit or withdrawal will be recorded. 

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


General Discussion / Re: QuoteMedia prices for Cryptocurrency
« on: May 19, 2021, 09:42:35 AM »
Yes, you can add using the 'Other Investment' type, and then be sure to use the proper symbol as provided by QuoteMedia for the crypto currency you would like to track.  For example, use the symbol ~BTCUSD  for Bitcoin...

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

I suggest deleting that individual transfer(s), then edit the proper dates, and re-transfer.  As part of deleting the transfer, you'll be prompted to also delete the shares in the received portfolio.  If you have add'l questions, please contact our support team directly:, or give us a call: 262-241-3990.


Support / Re: Interactive Brokers
« on: March 15, 2021, 11:31:41 AM »
Interactive Brokers does not provide direct OFX transactional downloads; however, you can download from their site directly the compatible file, and use this file to import into IAM. 

If you have any add'l questions, please let us know.


General Discussion / Re: Updating 7Twelve Index ?
« on: March 15, 2021, 11:29:32 AM »
To update the 7Twelve index, use the Benchmarks Menu | Update History button.  This will update the 7Twelve for recent pricing and derive updated monthly performance returns.

If you have any add'l questions, you can contact our technical support team directly:


Transactions / Re: Transaction Download Issues with Fidelity
« on: December 08, 2020, 09:43:37 AM »
Follow-Up Note: as of 12/7, this issue has been resolved by Fidelity, and is once again allowing IAM users to download their investment account data without any access errors.

IAM Tech Support Team

Transactions / Re: Vanguard Transaction Downloads
« on: December 07, 2020, 12:39:43 PM »
Roger, Vanguard has recently changed their front door access to transactional downloads, so by using the second request, they permit access.  I am unaware of why on occasion they would not be sending transaction activity.  Please check the date range, and verify the activity is available on their site.  If any add'l questions, please contact our support team:

Transactions / Re: Transaction Download Issues with Fidelity
« on: December 07, 2020, 12:36:12 PM »
Fidelity is changing the OFX access for improved security, and this should be back up and running on 12/7 according to their tech support team.  You might verify by contacting your tech rep at Fidelity and ask them what the 'access denied' message means, why you are receiving it, and when it will be resolved.  If you learn more, please let us know.

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