Used Investment Account Manager Individual 3 for Windows?


Investment Account Manager Individual 3 Analysis

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Not written by CNET Staff.

Investment Account Manager Individual 3 is a trial version software designed for Windows that caters to individual investors seeking to manage their portfolios effectively. This application offers a range of features including portfolio tracking, performance analysis, and reporting tools, making it suitable for both novice and experienced investors. Users can input investment transactions and track their overall portfolio performance over time, with detailed reports that provide insights into asset allocation and returns.

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The software also includes functionalities for managing multiple investment accounts, allowing users to consolidate their financial data in one place. Its user-friendly interface simplifies the navigation process, enabling users to generate customized reports and export data for further analysis. Overall, Investment Account Manager Individual 3 serves as a valuable resource for individuals aiming to enhance their investment strategies and monitor their financial growth.


Used Investment Account Manager Individual 3 for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
3.1.2
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 7
  • Windows 8
  • Windows 10
Additional Requirements
None
POPULARITY
Total Downloads
47
Downloads Last Week
0

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Program available in other languages


Last Updated


Developer’s Description

Get centralized portfolio management for investment accounts.
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. Security Cross-Referencing. 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.

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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Quant Ix Software, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.