INDIVIDUAL TOUR
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.
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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

6.2 Interaction with Other Investment Software

6.3 Import Data


Section 7

Easy Setup & Program Activation

7.1 Setup

7.2 Help System

7.3 Activation

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