"Investment Account Manager's reporting capabilities are a quantum leap from what you'll get with free internet services and brokerage accounts."
"Investment Account Manager provides not only a great way to track portfolios, but the reports provide excellent snapshots of performance and asset allocation which are invaluable in managing investments."
"Investment Account Manager provides not only a great way to track portfolios, but the reports provide excellent snapshots of performance and asset allocation which are invaluable in managing investments."
Investment Account Manager Individual provides more than 50 informative and detailed reports summarizing your investments. Reports can be created for user defined date ranges, for single investment accounts, or combinations of accounts, to view aggregate totals.
Product Feature Highlights
- Current Account Values with Unrealized Gain/Loss
- Security Tax Basis Lot-by-Lot; Short-Term v. Long-Term Holding Periods
- Tax Filing for Realized Gain/Loss; Short-Term v. Long-Term Holding Periods
- Tax Filing for Investment Income Received
- Investment Transaction Activity
- Portfolio / Individual Security Performance / Comparison
- Performance vs Benchmarks: Monthly, Quarterly, Annually
- Asset Allocation and Rebalancing, Level 1 / Level 2 Analysis
- Model Allocation by Asset Class
- Estimated Income: Unrealized Gains/Losses and Income
- Multiple Portfolio / Collective Assets Under Management
- Fund Composition Analysis by Asset Type
- Portfolio Search by Security
- Batch Reporting
- Fees and Expenses
- Wash Sales Check List
- Portfolio Transfers / Qualified Dividends
- Exchanges, Mergers and Spinoff Reporting
- and more....
