Investment Account Manager

Investment Account Manager is a solid app that helps you manage your investments and keep track of your portfolio. If you're serious about your financial future and know a bit about how it all works, this tool is perfect for you. It's designed to help you secure your hard-earned money.

Easy Investment Tracking

This app offers two main features: investment tracking and portfolio management. Since you're here, you probably already know what a portfolio is! You'll be happy to discover that IAM allows you to manage as many portfolios as you'd like. The tools are super handy for all sorts of investments, including bonds, mutual funds, exchange-traded funds, options, cash, and more.

User-Friendly Interface

When you open the app, it automatically takes you to the Portfolio tab. You'll see two sample items that show how everything is laid out. The examples make it clear; you'll find details about your holdings along with yearly expenses, estimated income, gains and losses—basically all the info you need about your finances!

Create New Portfolios Easily

If you want to create more portfolios, just look for the Portfolio Setup Wizard on the toolbar. It’s super simple! Just follow the steps and choose your settings until you've got a new portfolio set up.

Generate Reports and Manage Assets

Apart from managing portfolios, IAM can also generate reports based on fees, expenses, income from sold securities—the works! Plus, maintaining an asset library is another great feature that helps keep all your assets in one place.

Benchmarking for Stock Savvy Users

If you're into stocks, you'll appreciate the benchmark feature. You can set up a stock-oriented benchmark portfolio to track your monthly or yearly returns right from the Benchmark tab.

Your Financial Companion

In summary, Investment Account Manager is an excellent choice for anyone who wants to stay on top of their finances. It helps you watch every penny closely—monitor transactions and keep tabs on stocks! That's exactly what IAM aims to do for you.

Ready to take control of your investments? Check out Investment Account Manager here!