Investment Account Manager is an established application designed to ensure your success while dealing with investment tracking and portfolio management tasks. If you care about your financial wealth and have some experience in how things run, this utility will accompany you in securing your funds.
How can IAM help?
The application provides two main services, investment tracking — and portfolio management. If you are checking out this app, you already know what a portfolio is, and you’ll be happy to find out that IAM lets you manage as many as you can. The provided tools are handy for all types of operations, such as bonds, mutual funds, exchange-traded funds, options, cash, and some more.
Portfolio management
The UI will open the Portfolio tab by default, providing two sample items for you to see how things are structured. As the examples show, data about portfolio holdings are clearly displayed, as well as yearly expenses, estimated income, gains, losses, and every other piece of information related to your finances.
To create additional portfolios, look for the Portfolio Setup Wizard on the toolbar. Follow the steps and pick your preferred settings until a new entry is created.
A lot of other features
Besides providing portfolio services, IAM is also capable of generating reports based on fees, expenses, income, sold security. Creating and maintaining an asset library is another smart feature, great for centralizing all possessions.
If you are stock-savvy, you can play around with benchmarks. In case you wish to establish a stock-oriented benchmark portfolio and keep an eye on your monthly or yearly returns, you can do that from the Benchmark tab.
To conclude, Investment Account Manager is a professional solution for individuals who like to know everything about how their resources are put to use. Keep an eye on each penny you own, closely monitor transactions and keep up with the stock; that’s what IAM promises to support you with.
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