Investment Account Manager3.1.5

Dedicated to both seasoned users and those interested in learning about investments, Investment Account Manager is a comprehensive software application that facilitates a user-friendly interface for keeping detailed portfolio records, creating accurate tax plans, monitoring performance, and analyzing the fundamentals and risks.

Multipurpose investment tracking tool

The investment tracking utility can be used for various purposes related to asset types, such as money market fund, spin-offs and mergers, return of capital, mutual funds, tax-exempt bonds, capital gain distribution, security allocation, and asset maturity schedule. It uses Quote Media as its data provider.Following a rather speedy setup operation, you're welcomed by the main app window that loads a couple of demos to help you get familiarized. Multiple portfolios with different settings can be imported from XLS or CSV files, created, combined and downloaded from your online brokerage account. Data can be backed up and restored easily.

Manage transactions, portfolio reports, and performance details

You can create transactions and add notes, generate portfolio target allocations reports, inspect realized gain/loss and performance comparison reports, get an estimated income report, as well as examine fundamentals with the updated valuation ratios. All these features can be accessed from separate tabs.Investment Account Manager supports benchmarks, enabling you to view the Yahoo! Finance company summary and major US indices existing on the Yahoo website, update benchmark indice returns, and create benchmark portfolio objectives. It has a built-in calendar and shortcuts to the Windows Calculator.

Financial counselor and investment assistant

We haven't experienced any compatibility issues with Windows 10 in our tests. The program worked smoothly and had surprisingly low impact on the computer's performance. It may take a while to learn all the ins and outs but Investment Account Manager offers a complete solution for helping you organize detailed portfolios with transactions and financial reports.