Investment Account Manager allows several ways to interact and import data from other programs including Quicken and CapTools. Users can also download from financial institutions and import CSV files. Yahoo, Google and QuoteMedia provide additional tools and sources for information.
IAM allows the conversion of most investment transactions from a Quicken® 98 (Quicken Interchange Format QIF) file or later into the Investment Account Manager.
IAM allows the conversion of the most common investment transactions from Captools® Investment Software into the Investment Account Manager.