The Software Solution for Investing
Since 1985, Investment Account Manager offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more. Start a free trial
NO SPYWARE. NO ADWARE. NO VIRUSES.
Certified by www.softpedia.com
Perfect Score Performance
Perfect Score Documentation
Perfect Score Ease of Use
Recommended By Our Clients
"This is the best portfolio management program. I have used it for 30+ years of investing. I would recommend IAM to anyone with a portfolio of any size."
- Ken D.
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UNIFIED ACCOUNT MANAGEMENT
Safe. Centralized. Secure. With a large array of tools, IAM provides a centralized portfolio platform for stocks, exchange traded funds, options, bonds, mutual funds, cash & more.
CONTROL YOUR FUTURE
Organize. Implement. Review. Succeed. Comprehensive portfolio management to improve investing results.
30+ YEARS OF SATISFIED USERS
With 30+ years of satisfied users, we continue to provide essential tools to thousands of independent investors with Investment Account Manager & Investment Account Manager Pro.
IAM, YOUR TRUSTED PARTNER IN SECURING YOUR FINANCIAL FUTURE.
INVESTMENT ACCOUNT MANAGER
Manage Single or Multiple Portfolios
Accurately Track Security Cost Basis
Comprehensive Reporting and Graphing Tools
Asset Allocation and Rebalancing
Rebalance Portfolio Targets Showing Absolute and Relative Divergence
Monthly, Quarterly, Annually
Utilize Fundamental Ratio Analysis Tools
Ability to Download Investment Activity from Popular Financial Institutions
INVESTMENT ACCOUNT MANAGER PRO
All Individual Features, Plus...
QuoteMedia Fundamental Data Feed
Custom Model Portfolios
Target Allocations on Individual Asset Level
Auto-Create Client Portfolios to Model Allocations
Blended Benchmark Portfolios by Percentages
Import Client Custodial Files
Additional Reporting: Client Billing, Contributions/Withdrawals, Asset Level Allocations, more...