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On the recordRead 11 Oct 202618 facts
Investment Account Manager
Investment Account Manager · Mequon, Wisconsin, United States · founded 1985
Plans and prices
IAM4 Individual New Activation
$159one-time
Up to 2 computers per licensed user · 12 months QuoteMedia · 1 year technical support
Read 11 Oct 2026 · investmentaccountmanager.com
On the record
- Backup
- IAM includes backup and restore and can back up investment data to external storage, Google Drive, or Dropbox.investmentaccountmanager.com · read 11 Oct 2026
- Company history
- QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006.investmentaccountmanager.com · read 11 Oct 2026
- Downloads and data
- The software supports automatic financial institution downloads and automatic security pricing, with a QuoteMedia data feed included in the listed activation purchase.investmentaccountmanager.com · read 11 Oct 2026
- Imports
- It can import data from Quicken, StockMarketEye, and Excel files in CSV or OFX formats.investmentaccountmanager.com · read 11 Oct 2026
- Intended users
- The company describes IAM as tools for independent investors managing one or several portfolios.investmentaccountmanager.com · read 11 Oct 2026
- Investments tracked
- It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes.investmentaccountmanager.com · read 11 Oct 2026
- Performance reporting
- Yesinvestmentaccountmanager.com · read 24 Sep 2026
- Portfolio analysis
- It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks.investmentaccountmanager.com · read 11 Oct 2026
- Privacy and security
- The company says investment data is stored on the user's computer and that it cannot access or download that data.investmentaccountmanager.com · read 11 Oct 2026
- Purpose
- Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios.investmentaccountmanager.com · read 11 Oct 2026
- Refund policy
- The feature page states a 30-day money-back guarantee after software activation.investmentaccountmanager.com · read 11 Oct 2026
- Reporting
- The Individual product provides more than 50 reports, including performance, tax, allocation, and transaction reports.investmentaccountmanager.com · read 11 Oct 2026
- Tax-lot tracking
- Yesinvestmentaccountmanager.com · read 24 Sep 2026
- Transaction and tax tracking
- Features include comprehensive transaction accounting, security lot assignment, and tax tracking tools.investmentaccountmanager.com · read 11 Oct 2026
- Trial and support
- The company offers a free 60-day trial with technical support and says activated users receive unlimited free technical support.investmentaccountmanager.com · read 11 Oct 2026
