Investment Account Manager Pro 3.4.0
Investment Account Manager Pro (IAM) is software that provides extensive investment tracking and portfolio management tools. If you are responsible for overseeing and managing one or several investment portfolios, you will discover a comprehensive range of features that will save you time, help you avoid errors, and help you make better management decisions. better investment portfolio.
Features of Investment Account Manager Pro
Centralized, secure, desktop portfolio....
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Investment Account Manager Pro (IAM) is software that provides extensive investment tracking and portfolio management tools. If you are responsible for overseeing and managing one or several investment portfolios, you will discover a comprehensive range of features that will save you time, help you avoid errors, and help you make better management decisions. better investment portfolio.
Features of Investment Account Manager Pro
- Centralized, secure, desktop portfolio management
- Comprehensive transaction accounting
- Detailed, informative and customizable reports
- Accurate tax tracker with secure lot allocation
- Multiple portfolio management and reporting/Batch reporting
- Portfolio allocation and rebalancing
- Performance reports against custom/multiple benchmarks: Monthly, quarterly, yearly
- Analyze fund structure by asset type, securities industry and size
- Base rate analysis
- Automatic financial institution download
- Automatically update stock prices
- Price alerts to monitor holdings
- Security cross-reference
- Import from Quicken, Captools, StockMarketEye, Excel
- Create historical price database
- Restore saved data
- Comprehensive help system
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