Users of Investment Account Manager become well-organized investors, empowered to make more educated portfolio management decisions, such as: measuring the true performance of investments, rebalancing investment holdings to meet targeted allocation goals, identifying more efficient tax planning decisions, and a collective understanding of all investment portfolios owned.
Section 1

Manage single or multiple portfolios

1.1 Multiple Portfolio Management

1.2 Individual or Collective Reporting

1.3 Track Variety of Asset Types

1.4 Detailed Transaction Accounting

1.5 Download Data From Broker or Manual Entry

Section 2

Analyze Asset Allocation & Diversification

2.1 Portfolio Allocation by Asset Class

2.2 Portfolio Allocation by Sector

2.3 Portfolio Allocation by Size

2.4 Funds Investment Objective

Section 3

Accurately Track Your Security Cost Basis Information

3.1 Cost Basis Reporting

3.2 Income / Reinvestment

3.3 Income Received Report

3.4 Sale Methods

3.5 Sold Securities Report

Section 4

Create Detailed Reports Summarizing Investment Holdings

4.1 Many Informative Reports

4.2 Report Options

4.3 Report Preview

4.4 Report Example

Section 5

Utilize Fundamental Ratio Analysis Tools

5.1 Asset Library

5.2 Current Asset

5.3 Valuation Ratios

5.4 Sorting

Section 6

Interact With Other Software Tools

6.1 Compatibility with Google & Yahoo

6.3 Import Data

Section 7

Easy Setup & Program Activation

7.1 Setup

7.2 Help System

7.3 Activation