IAM4 Individual New Activation

Investment Account Manager software

IAM4 Individual New Activation

Program activation to an unlimited full version of the Investment Account Manager that includes 1 year of technical support and access to online product updates. QuoteMedia data subscription included. Install and activate on up to 2 computers per user.

Our 30 Day Money Back Guarantee – How It Works:

If you decide to purchase the software activation key any time during or after the free trial period, rest assured you’ll have an additional ‘full 30 day money back guarantee’ within 30 days of software activation. To receive your refund, simply use the ‘Request Refund’ choice under the IAM Help Menu | Product Support form. You’ll complete a short form with your name, email, phone number and user id, and submit your request.  It’s just that simple! All refunds immediately processed to the credit card used when purchasing the software activation key.  Truly a no-risk, 30 day money back guarantee policy!

Better understand your investment portfolio with centralized management tools in Investment Account Manager for stocks, bonds, mutual funds, exchange-traded funds, options, cash, etc.


  • Centralized, Secure, Desk-Top Based Portfolio Management
  • Comprehensive Transaction Accounting
  • Detailed, Informative and Customizable Reporting
  • Accurate Tax Tracking Tools with Security Lot Assignment
  • Multiple Portfolio Management and Reporting / Batch Reporting
  • Portfolio Allocation and Rebalancing Analysis
  • Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually
  • Fund Composition Analysis by Asset Type, Stock Sector and Size
  • Fundamental Ratio Analysis
  • Automatic Financial Institution Downloads
  • Automatic Security Price Updating
  • Price Alerts to Monitor Holdings
  • Security Cross-Referencing
  • Import from Quicken, Excel, Yahoo, CSV
  • Create Historical Pricing Databases
  • Backup / Restore
  • Comprehensive Help System
  • Free 60 Day Demo Including Free Technical Support


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