Since the practice of successful portfolio management never stops, requiring consistent attention, investment software will improve that process. Since 1985 QUANT IX SOFTWARE has developed desktop-based secure software to help investors do a better job managing their investment portfolios…
Continue reading Managing an Investment Portfolio – Investment Account Manager
This article outlines the concept of relating leaky pipes to chronic under-performing stocks. Continue reading Leaky Pipes & Under-Performing Stocks
Even the most experienced of investors, including professional advisors, occasionally overlook the fundamentals of investing, often resulting in negative consequences for their portfolios, and investing clients. For less experienced investors, the challenges to avoid these same factors can be even more difficult, and can lead to far greater disappointing results. However, by following a few simple guidelines, investors can improve their chances of sidestepping common investing pitfalls, leading to improved long term investing success. These include: Continue reading Avoiding Common Investing Pitfalls
Here is a recent review of our software that was conducted by Hareesh N. Jayanthi who is an assistant financial analyst at AAII. If you’re unfamiliar with AAII, they are one of the best resources to get unbiased facts and effective knowledge about investing.
Hareesh N. Jayanthi is an assistant financial analyst at AAII and is part of the staff of Computerized Investing, the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. As a financial columnist for AAII, Hareesh writes a variety of commentaries ranging from reviews of products to analysis of model portfolios and stock screens. Here is his review: Continue reading Investment Account Manager 2: Recent Review by AAII
The cost of investing is a crucial component of overall portfolio performance. Informed investors must understand the impact of investment fees and expenses, since the cumulative impact of these fees and expenses can be substantial. This is especially true with an ever growing universe of investment options, and the various levels of account management services, all having their costs. So, while most investors regularly monitor investment holdings, investment costs must likewise be reviewed. Continue reading The Cost of Investing
We’d just like to let all of the IAM portfolio management software users who responded to our customer satisfaction survey know that we really appreciated their feedback and that we’ve put together a page detailing the survey results. The results were overall very positive, and we are extremely pleased with both the turnout and community feedback which we can use to further improve the quality of IAM software. You can view a summary of our findings on our new Survey Results page.