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Announcements / Blog Post: MId Year Portfolio Rebalancing
« Last post by Forum Administrator 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
« Last post by Forum Administrator 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 @ 

Suggestions / database file(s) location
« Last post by Smolokom on May 07, 2022, 03:05:10 PM »
Any chance of giving the user the option to define where the IAM database is located, rather than having it default to C:\Investment Account Manager 3 Individual(or C:\Program Files\Inv...)?

There are several reasons individual users would choose to locate the database file somewhere besides the C:\ drive.  I prefer to use an encrypted file container for all my financial, legal, medical, etc data - the thinking is that if a bad guy ever gained access to my PC, said bad guy would only be able to access said sensitive data if he/she could defeat the near-military grade encryption provided by a program such as Windows Bitlocker, TrueCrypt, Veracrypt, etc. 

It appears IAM stores the database files at C:\Investment Account Manager 3 Individual\Data.  The database can include things such as the account number for individual portfolios and/or passwords to online accounts for transaction downloads, and the data files do provide a picture of my various accounts and wealth if someone was ever to access them.  I'd like to have more than the built-in encryption IAM uses for these items.  All this could be accomplished if I could define the database location so I could include it in the encrypted file container,  I recognize IAM provides an option to move the backup files off the C:\ drive but I can't see how to change the database location.
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
« Last post by Forum Administrator 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:

Support / Portfolio Performance Values
« Last post by kevinc on March 08, 2022, 06:29:11 PM »
How does this work? I believe this was introduced with the latest build, but I always get "No portfolio returns for the last <period>" or if I select  selection 12 months or less.

If I select last 12 Quarters or Last 12 Yrs, I get a graph that is pegged at 0 and "return for period  0.00%

Is this a bug

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.

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« Last post by Forum Administrator 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
« Last post by Forum Administrator 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
Support / Re: QuoteMedia not returning data for ^DJI, ^GSPC, or ^IXIC
« Last post by mfischer on January 17, 2022, 08:53:34 PM »
That fixed the issue for awhile but its broken again.  I'm using 3.2.6 (12/09/2021) and when I update prices it does not return a price for ^DJI, ^GSPC, or ^IXIC
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