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SPECIFICTION
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Investment Account Manager

investmentaccountmanager.com

From $159/mo Free trial Windows
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Spec score 7.7 #50 of 81 in Portfolio Management Software

Spec sheet

Purpose
Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios.Read 11 Oct 2026 · investmentaccountmanager.com
Intended users
The company describes IAM as tools for independent investors managing one or several portfolios.Read 11 Oct 2026 · investmentaccountmanager.com
Free plan
NoRead 24 Sep 2026 · investmentaccountmanager.com
Headquarters
Mequon, Wisconsin, United StatesRead 19 Oct 2026 · investmentaccountmanager.com
Founded
1985Read 19 Oct 2026 · investmentaccountmanager.com
Backup
IAM includes backup and restore and can back up investment data to external storage, Google Drive, or Dropbox.Read 11 Oct 2026 · investmentaccountmanager.com
Company history
QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006.Read 11 Oct 2026 · investmentaccountmanager.com
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.Read 11 Oct 2026 · investmentaccountmanager.com
Imports
It can import data from Quicken, StockMarketEye, and Excel files in CSV or OFX formats.Read 11 Oct 2026 · investmentaccountmanager.com
Investments tracked
It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes.Read 11 Oct 2026 · investmentaccountmanager.com
Performance reporting
YesRead 24 Sep 2026 · investmentaccountmanager.com
Portfolio analysis
It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks.Read 11 Oct 2026 · investmentaccountmanager.com
Privacy and security
The company says investment data is stored on the user's computer and that it cannot access or download that data.Read 11 Oct 2026 · investmentaccountmanager.com
Refund policy
The feature page states a 30-day money-back guarantee after software activation.Read 11 Oct 2026 · investmentaccountmanager.com
Reporting
The Individual product provides more than 50 reports, including performance, tax, allocation, and transaction reports.Read 11 Oct 2026 · investmentaccountmanager.com
Tax-lot tracking
YesRead 24 Sep 2026 · investmentaccountmanager.com
Transaction and tax tracking
Features include comprehensive transaction accounting, security lot assignment, and tax tracking tools.Read 11 Oct 2026 · investmentaccountmanager.com
Trial and support
The company offers a free 60-day trial with technical support and says activated users receive unlimited free technical support.Read 11 Oct 2026 · investmentaccountmanager.com

Plans and prices

IAM4 Individual New Activation $159 a month Includes one year of technical support and access to online product updates. Up to 2 computers per licensed user Read 24 Sep 2026 · investmentaccountmanager.com
IAM4 Individual New Activation $159, paid once Includes software activation key with 12 months QuoteMedia, 1 year technical support, and use on up to 2 computers per licensed user. Up to 2 computers per licensed user · 12 months QuoteMedia · 1 year technical support Read 11 Oct 2026 · investmentaccountmanager.com

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