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Investment Account Manager
Designed by professional money managers at QUANT IX SOFTWARE, Inc. 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.
Investment Account Manager's features include:
- Comprehensive investment tracking features for a variety of asset types: Cash, money market funds, US Governments, agencies, tax-exempt bonds, corporate bonds, preferred stocks, mutual funds, exchange traded funds, common stocks, options, investment clubs and other investments.
- 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.
- Combine multiple portfolios on a single report.
- Graph your portfolios' performance, income, asset allocation, diversification, and maturity schedule.
- Download stock data from StockCentral.com web site.
- Download your current balances and transaction activity from your financial institution (if available).
- Cross-referencing by security name, portfolio objective.
- Data importing /exporting popular software applications including the most popular investment software, Toolkit 6, spreadsheet and word processing programs.
- Portfolio Setup Wizard provides step-by-step portfolio creation.
- Beginner and advanced user modes.
- A detailed online help system for answers and hints to learn the program.
Purchase Investment Account Manager produced by QUANT IX SOFTWARE, Inc. for the price of $129.99
Purchase Investment Account Manager with a year of StockCentral for only $139.99, a $30 savings overall
Already a StockCentral member? Add Investment Account Manager to your line of investing tools for only $109.99, a $20 savings
*The order form requires you to input the serial number generated when you install the demo. After your purchase, you will receive an activation code that will convert your program to the full-featured version. Please contact Support with any questions 877-33-ICLUB or (617) 661-2582.
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