Investment Account Manager (IAM) was made by professional money managers and also searched by huge number of investors Around the world since 1985. IAM offers in depth investment monitoring and past record management tools that can assist the regular investor deal with his or her portfolio. Investment Account Manager has several wide-ranging options that will save your time, help you to avoid problems, while leading to much better portfolio management actions, for example a centralized secure portfolio management that manages your overall accounts on your pc.
IAM has detailed investment tracking capabilities for a range of asset types: cash, money market funds, US Governments, agencies, tax-exempt bonds, corporate bonds, options, preferred and common stocks. Portfolio Setup Wizard gives step-by-step portfolio generation. You'll be able to transfer your present balances together with transaction activity out of your bank. IAM provides an in depth financial transaction accounting for: sales, purchases, interest, dividens, expenses, universal stock split/dividend, spin-off and mergers, return of capital, tender/exchanges, dividend security transfers, Drips, short sales. IAM also provides over 40 impressive reports summarizing your investment funds: latest holdings, unrealized losses/gains, sold positions & realized losses/gains (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cashflow projections, tax basis, performance measurements, transactions ledger, asset maturity schedule, and many more. IAM has numerous portfolio management, that separately track all of your investment accounts. IAM at the same time controls all your investment accounts, charts your portfolios' general performance, revenue, asset allocation, diversification, together with maturity schedule. Investment Account Manager also comes with a fundamental ratio review for common stocks, portfolio asset allocation evaluation, including the proportional effect of mutual fund holdings as well as evaluation of your effectiveness using the time-weighted internal rate of return technique after which do a comparison of your result to this market indexes. IAM has also a security lot assignment: FIFO, last-in last-out, average cost, specific identification Data files importing /exporting to other well-known programs software just like the most favored spreadsheet as well as word processing applications.
A novice will have to make the effort to know and understand the program and system, however it is quite logical perhaps even those that have minimal practical experience handling Windows software programs should be using the program pretty quickly. This program is protected, so there's little to be concerned about security matters.
Whether you are a seasoned investor or a rookie, you will definitely find Investment Account Manager to be a detailed as well as user-friendly portfolio management software tool designed to drastically improve your current ability to manage your portfolio.
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