Investment Account Manager

Investment Account Manager

Average User Rating:
4.7
out of 15 votes

Quick Specs

  • Version:
    2.9
  • Total Downloads:
    1,092
  • Date Added:
    Dec. 20, 2012
  • Price:
    Free to try (30-day trial); $139.00 to buy (Buy it now)
  • File Size:
    87.58MB
  • Downloads Last Week:
    3
  • Platform:
    Windows

Publisher's Description

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User Reviews
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Results 1–1 of 1

5 stars

"Overall, an excellent product. Support is top notch"

April 25, 2013  |  By davdapage

 |  Version: Investment Account Manager 2.9

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.

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Full Specifications

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What's new in version 2.9
Version 2.9 features: import Personal Stock Monitor QIF files; additional reports; updated help system; export portfolio transaction data in .xls or .csv format; added functionality as required by IRS 2012 changes for using average cost covered non covered shares; much more...
General
Publisher Quant Ix Software
Publisher web site http://www.investmentaccountmanager.com
Release Date October 17, 2012
Date Added December 20, 2012
Version 2.9
Category
Category Productivity Software
Subcategory Personal Finance Software
Operating Systems
Operating Systems Windows 7, Windows Vista, Windows XP, Windows 98, Windows, Windows Me, Windows 2003, Windows NT, Windows 2000
Additional Requirements None
Download Information
File Size 87.58MB
File Name IAM2_Setup.exe
Popularity
Total Downloads 1,092
Downloads Last Week 3
Pricing
License Model Free to try
Limitations 30-day trial
Price $139

Previous Versions:

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