Since 1985, Investment Account Manager 3 Individual 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.
Comprehensive Transaction Accounting.
Detailed, Informative and Customizable Reporting.
Accurate Tax Tracking Tools with Security Lot Assignment.
Portfolio Allocation / Rebalancing.
Portfolio Performance with Benchmark Comparisons.
Fundamental Ratio Analysis.
Multiple Portfolio Management.
Portfolio Combination & Duplication.
Portfolio Setup Wizard.
Financial Institution Downloads.
Automatic Security Price Updating.
Mutual Fund Composition Analysis.
Price Alerts to Monitor your Securities.
Create Historical Pricing Databases.
Import from Quicken and Captools.
Import from Microsoft Excel.
Additional Data Importing/Exporting.
Backup and Restore.
Comprehensive Help System.