Recent Posts

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Transactions / Re: Charles Schwab Broker Downloads
« Last post by SPL on December 16, 2021, 07:27:08 AM »
An update on your progress towards "restoring this automatic functionality for our users" will be most appreciated. Thank you.
Support / Re: QuoteMedia not returning data for ^DJI, ^GSPC, or ^IXIC
« Last post by Forum Administrator 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.

Support / QuoteMedia not returning data for ^DJI, ^GSPC, or ^IXIC
« Last post by mfischer on December 10, 2021, 12:57:20 PM »
For the last couple of weeks I keeping getting a message that I need to manually enter prices for Dow Jones, S&P, and NASDAQ since quotemedia is not returning prices.
Announcements / BLOG POST - 5 Steps for Year End Portfolio Rebalancing
« Last post by Forum Administrator 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
« Last post by Forum Administrator 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 @

Transactions / Mutual Fund shares reclassification
« Last post by Smolokom on November 19, 2021, 11:22:11 AM »
I recently upgraded a mutual fund from investor class shares to institutional class shares.  This was done as a non-taxable event.  The number of shares and share price for the institutional class are different from the investor class.  How do I enter this transaction in a way so I can retain the original cost basis for the new (institutional) shares?  The original investor class fund has about 50 different tax lots for which I don't want to lose the cost basis info.
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
« Last post by Forum Administrator 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
« Last post by Forum Administrator 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
Importing Existing Portfolio Data / Importing Historical Data
« Last post by Ldygatr on October 05, 2021, 09:54:07 PM »
This software application looks outstanding! However I have hundreds of transactions I would need to import in order to have historically accurate data. Is there a way to import data? Thank you!
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