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:
« Last Edit: February 15, 2017, 10:45:33 AM by Matt Willms »