IAM INDIVIDUAL TUTORIAL VIDEOS

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"I've been investing for nearly 40 years, and I have found IAM3 software to be the best and most economical solution for tracking your investments. You can follow your mutual funds, stocks, CEFs, preferred stocks, ETFs and more. My hats off to them for doing such a great job."

Provided here is a list of learning tutorials that review how IAM Individual is designed to operate, while helping you to better manage your investment portfolios. Whether you're a seasoned investor or a novice, you'll find Investment Account Manager (IAM) Individual offers a comprehensive set of features, yet is an easy to learn and use portfolio management software tool.

The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.
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Getting Started

Getting Started

5:40
This video tutorial is an introductory tour of Investment Account Manager 3 Individual to help you get started with using the program.

Home Page

5:39
This video tutorial offers a brief review of the Investment Account Manager 'Home Page' features.

Reports

8:13
This video tutorial reviews the Investment Account Manager 3 Individual reports and graphs that help you make better investment decisions.

Activity Ledger

5:34
This video tutorial will review the Portfolio Activity Ledger. The Portfolio Activity Ledger provides the ability for users to Add, Edit and Delete portfolio transactions.

Current Asset Library

7:32
This video tutorial will review the Investment Account Manager Current Asset Library. The Current Asset Library stores the most recent asset information that is shared globally by portfolios.

Historic Price Library

6:04
This video tutorial will review the Investment Account Manager Historic Asset Price Library. The historic asset library enables users to recreate portfolios as of a specific date, as well as deriving performance returns for user defined periods.

Portfolio Setup Wizard

Download Current Holdings From Your Financial Institution

5:38
This video tutorial will review using the Portfolio Setup Wizard to download your current holdings from your financial institution.

Import Current Holdings From A Microsoft XLS/CSV File

4:55
This video tutorial will review using the Portfolio Setup Wizard to import a Microsoft xls or csv file.

Manually Enter Current Holdings

6:24
This video tutorial will review using the Portfolio Setup Wizard to manually enter your current holdings in the IAM Quick Setup form.

QuoteMedia with Investment Account Manager

QuoteMedia Data Feed: Updating New Securities

5:50
This video tutorial is the first in a two part series that reviews the use of the QuoteMedia data feed subscription. In this first video, we review using QuoteMedia to automatically populate descriptive and fundamental data.

QuoteMedia Data Feed: Updating Existing Securities

4:54
This video tutorial is the second in a two part series that reviews the use of the QuoteMedia data feed subscription. In this second video, we demonstrate how existing securities can be easily updated for more recent QuoteMedia data.

Portfolio Allocation Features

Asset Allocation (1): Setting Portfolio Allocation Targets

5:38
This is the first video tutorial in a two part series in reviewing the Asset Allocation features provided by Investment Account Manager. In this first video, we'll explain how users are able to define portfolio allocation targets for their portfolio holdings.

Asset Allocation (2): Current Allocations & Rebalancing

7:17
In this second video tutorial, we'll review the Investment Account Manager Home Page | Allocations tab to review.

Portfolio Performance Features

Performance (1): Creating Historical Price Files

4:39
This video tutorial is the first in a multi-part video series regarding the Performance features in Investment Account Manager. In this video, we'll review the Investment Account Manager Historic Asset Price Library.

Performance (2): Portfolio Performance Report

6:11
This video tutorial is the second in a multi-part video series regarding the Performance features in Investment Account Manager. In this video, we'll review the Investment Account Manager 3 Performance Report.

Performance (3): Deriving and Storing Performance Returns

4:24
This video tutorial is the third in a multi-part video series regarding the Performance features in Investment Account Manager. In this video, we'll review the Investment Account Manager 3 performance feature for deriving and storing portfolio returns.

Performance (4): Defining Benchmark Indices

4:39
This video tutorial is the 4th video in the multi-part video series regarding the Performance features in Investment Account Manager. In this video, we'll review Investment Account Manager's feature to define benchmark indices for portfolio performance comparisons.

Performance (5): Portfolio Performance Comparisons

4:15
This video tutorial is the 5th and final video in the multi-part video series regarding the Performance features in Investment Account Manager. In this video, we'll review Investment Account Manager's Portfolio Performance Comparison features.

Creating Historically Accurate Portfolios

Historical Accurate Portfolio Part 1

8:10
This is the first video in a three part series for those investors looking to create their portfolios to reflect all past historical activity. In this first video, we'll be demonstrating on how to create a new portfolio and then entering an initial deposit for funding your new portfolio for future investment activity.

Historical Accurate Portfolio Part 2

8:07
This is the second video in a three-part series for those investors looking to create their portfolios to reflect all past historical activity. In this second video, we'll review the entering of historical purchase activity.

Historical Accurate Portfolio Part 3

7:53
This is the final video in a three-part series for those investors looking to create their portfolios to reflect all past historical activity. In this video, we'll resume the entry of historical activity, demonstrating on how to enter income and sale activity.