Investment Account Manager for Windows

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Key Details of Investment Account Manager

Track your investment records, investment allocation, tax reporting, and manage multiple portfolios.
Last updated on February 18, 2021
There have been 2 updates
Virus scan status:
Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By Quant Ix Software

Track your investment records, investment allocation, tax reporting, and manage multiple portfolios.

Designed by professional money managers and used by investors Worldwide since 1985, Investment Account Manager provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions. Centralized secure portfolio management--all your accounts on your computer. Comprehensive investment tracking features for a variety of asset types: cash, money market funds, US Governments, agencies, tax-exempt bonds. Download your current balances and transaction activity from your financial institution (if available). Detailed transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, spin-off and mergers, tender/exchanges, return of capital, dividend reinvestment plans (Drips), security transfers, short sales. More than 40 professional reports summarizing your investments: current holdings, unrealized gains/losses, sold positions & realized gains/losses (tax filing), income received (tax filing), capital gain distributions, commissions paid, security allocation, portfolio diversification, portfolio cash flow projections, tax basis, performance measurements, asset maturity schedule, transactions ledger, and more. Multiple portfolio management--separately track each of your investment accounts. Collectively manage all of your investment accounts. Graph your portfolios' performance, income, asset allocation, diversification, and maturity schedule. Fundamental ratio analysis for common stocks. Portfolio asset allocation analysis, including the proportional impact of mutual fund holdings. Analyze your performance using the time-weighted internal rate of return method and then compare your result to the market indexes.

Investment Account Manager for Windows

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Full Specifications

GENERAL

Release: February 19, 2021

Latest update: February 18, 2021

Version: 3.2.3

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows 7
Windows 8
Windows 10

Additional Requirements: None

POPULARITY

Total Downloads: 1,672

Downloads Last Week: 0

Report Software

Program available in other languages

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Last Updated

User Reviews

4.7/5

15 User Votes

Overall, an excellent product. Support is top notch
davdapageApril 25, 2013
Pros
Easy to use, and has a plethora of useful reports. It does not handle every conceivable investment vehicle, but has taken care of but one of mine very handily. In that one case, there was a way to "trick" the system to record and report as I needed. I have been a user since the mid-1990's and have not experienced any stability issues. For those of us who are sometimes remiss in properly backing up our data, there is a gentle reminder each and every time the program exits to perform the backup. The backup process is easy and painless. There is no excuse to not have your critical financial data backed up on external media.
Cons
If ledger detail and summary get out of balance, it is ugly to get them reconciled. It would be very useful to have an option to force the summary to be set to the detail ledger.
Summary
It is a smart investment to subscribe to Quant IX's annual maintenance plan. I have let it lapse a couple of times and regretted it.
Excellent software to track multiple portfolios
JohnSpitkoJanuary 20, 2012
Pros
The controls are intuitive. The learning curve is not steep and I found I could begin using it immediately with some study of the downloaded manual. The software is rock solid; I've experienced no crashes, glitches, etc. I love the auto backup function upon each shutdown at the completion of a session. On-line learning support has been very good, based upon my two plus years of using IAM.
Cons
I can't think of any.
Summary
I utilize IAM to track and compare the performance of multiple portfolios based upon several AAII screens and other investment strategies.
The Best on the market.
ArnoldSiemsenJanuary 5, 2012
Pros
I have used the program for 20 years. Excellent management tools, reports and graphs. Detailed records of all transactions. I have never owned a computer program with such rapid technical support
Cons
I have not found any.
Summary
fantastic program, handles transactions well !
aoz999January 5, 2012
Pros
easy entry of transactions. easy DOWNLOAD of transactions from financial institutions such as Fidelity, etc, so you can see all your portfolio in one location !. I had had a prior financial program from which I needed to transfer all historical transactions; with IAM's Help, this was accomplished fairly well, and I have my historical data for past 10 years. Reporting section is great, easy to use, and provides excellent year end reporting
Cons
Not really a con, but the program is complex, and there is a learning curve, but this is not due to the program, but due to understanding how transactions need entered (splits, dividends, first in first out, etc.). But the help files do help with this, and the support department is available to help answer questions and provide understanding.
Summary
overall EXCELLENT program. trial version available so you can see if you like the interface, and data, etc; there are sample data bases to experiment with. I think that if you want to track your financial investments, this is a fantastic program to do so.
SIX BIG STARS
bobbert66January 4, 2012
Pros
Easy to use. Clear, concise, complete, GREAT SUPPORT, almost more than your need. GREAT for home gamers and pros alike!!
Cons
Built in help is a little convoluted. HOWEVER Support is just a e-mail away. Response is ALWAYS FAST, and directly to the point of solving the problem. NO BS.
Summary
This is my GO TO PROGRAM. Actively manage five portfolios for family members. Simply put THE BEST!!!
Best in Class
jboisDecember 27, 2011
Pros
I switched to Investment account manager(IAM) from Captools for individuals over three years ago, and I'll tell you it has been one of the best moves I have made. IAM eliminated the need to memorize codes, trade input procedures and report writing parameters, all this and more is preprogramed, just check the box, which makes trade inputs, tracking and reporting simple and efficient. Over the past years, Matt at IAM has worked through a couple of computer specific issues between my computer and the program, delivering excellent results/solutions within hours. I trade and track multiple portfolios, brokers, asset classes all handled easily within IAM.
Cons
It ain't free but well worth the cost. No problems in over 2 years and hundreds of trades..
Summary
IAM is a very comprehensive, self contained, simple to use trade recording and reporting package that proves it's value many times over. Especially at tax time...
A Big Thumbs Up From This Beancounter
Beancounter3000December 6, 2011
Pros
I am a long-time user of this software, having used it when it was known as Better Investing. I am hard pressed to think of any negatives when it comes to Investment Account Manager. It's easy to use, organizes and manages all of my portfolios and provides me with essential reports needed to complete my annual income tax return. From time to time I continue to shop around for other software out there in the market and I've yet to come across anything else that comes close for the price. I am a former budget director and "beancounter" and know my way around financial systems. A big thumbs up to the developers of this software. Additionally, the few times I've called customer support I've always been helped in a very timely and courteous fashion.
Cons
I haven't found any cons relating to this software.
Summary
Easy to use!
rmsinnjNovember 15, 2011
Pros
Easy to use and learn; reports are simple but powerful; technical phone support is excellent
Cons
Don't have any cons
Summary
After trying the demo version of IAM on several portfolios for the last 3 weeks, I bought it. I found the program easy to learn and friendly. The reports are clear and easy to use/understand but yet powerful. When I had questions, technical support answered the phone and gave me a clear answer. When I had a difficult issue, they immediately put me in-touch with the developer and the issue was resolved in a day. It is good to know that some firms still strive for customer satisfaction and reach that goal. I would recommend this software.
If there was a life-time membership, I'd join up.
braymizeNovember 11, 2011
Pros
I use it annually of course for taxes. But I use it every day, and I mean every day, for managing my investments. In my former life-time (before retirement)I was a CPA, CFE, and CPM, so I know a thing or two about crunching numbers.
Cons
I own some Master Limited Partnerships (MLPs) that have return of capital issues. They could improve the reporting features here.
Summary
Highly recommend this excellent, dependable software.
MVChandlerNovember 1, 2011
Pros
I've used this product for years, starting years ago with Better Investing, and depend heavily on it. Easy to use. Separate portfolios, but can aggregate as you choose. Gain/loss information and summaries are easy and make tax time a breeze (relatively speaking!) Tech support is always easy and available, although I've only had a couple of occasions over the years to use it.
Cons
I have found none.
Summary
Highly recommend this software. I use it exclusively for all my tracking.

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