Investment Account Manager

Name: Investment Account Manager
Works on: windows

Windows 7 and above

Version: 3
Last Updated: 17 Apr 2017
Release: 21 Dec 2016
Category: Others > Finances and Business

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971 downloads

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Investment Account Manager Tags

portfolio manager investment management price variation portfolio summary investment decision

Investment Account Manager Details

Works on: Windows 10 | Windows 8.1 | Windows 8 | Windows 7 | Windows 2012
SHA1 Hash: 58020fb7e853eb75c241ebd432bd881d715b83ff
Size: 91.42 MB
File Format: exe

Rating: 2.260869565 out of 5 based on 23 user ratings

Publisher Website: External Link
Downloads: 971
License: Demo / Trial Version

Investment Account Manager is a demo software by QUANT IX SOFTWARE and works on Windows 10, Windows 8.1, Windows 8, Windows 7, Windows 2012.
You can download Investment Account Manager which is 91.42 MB in size and belongs to the software category Finances and Business.
Investment Account Manager was released on 2016-12-21 and last updated on our database on 2017-04-17 and is currently at version 3.

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Investment Account Manager Description

Centralized secure portfolio management all your accounts on your computer.
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.
Portfolio Setup Wizard provides step-by-step portfolio creation.
Download your current balances and transaction activity from your financial institution (if available).
Detailed transaction accounting for: purchases, sales, dividends, interest, expenses, universal stock split/dividend, spin-off and mergers, tender/exchanges, return of capital, dividend reinvestment plans (Drips), security transfers, short sales.
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.
Multiple portfolio management separately track each of your investment accounts. Collectively manage all of your investment accounts.
Cross-referencing by security name, portfolio objective.
Easy combination / duplication of existing portfolios.
Combine multiple portfolios on a single report.
Customizable reports.
Filter reports for any date range.
Price your securities via the Internet.
Download broker activity from leading financial web sites.
Price alerts to monitor your securities.
Graph your portfolio's performance, income, asset allocation, diversification, and maturity schedule.
Common stock industry/sector and size classification and diversification analysis.
Fundamental ratio analysis for common stocks.
Portfolio asset allocation analysis, including the proportional impact of mutual fund holdings.
Set portfolio target allocations, and identify any rebalancing requirements.
Mutual fund analysis including diversification, performance, turnover and more.
Analyze your performance using the time-weighted internal rate of return method and then compare your result to the market indexes.
Create historical pricing databases to recreate historical portfolios: "as of" and "from-to" analysis.
Download of stock and mutual fund data from optional QuoteMedia data subscription.
Easy Internet links to other popular investment web sites, including Yahoo!Â® Finance, Google Finance, and Manifest Investing.
Security lot assignment: first-in first-out, last-in last-out, average cost, specific identification
Built-in calendar and diary to record important dates and reminders.
Data importing /exporting to other popular applications software including the most popular spreadsheet and word processing programs.
Automatic backup and restore features.
Batch processing of reports to allow for unattended report generation.
Dual user modes: beginner and advanced.
A detailed online help system for answers and hints to learn the program.