Investment Account Manager
The facts below are what the maker publishes about Investment Account Manager, checked and dated. Our editors have not written about it yet.
Plans and prices
From Investment Account Manager's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| IAM4 Individual New Activation | $159, paid once | Up to 2 computers per licensed user · 12 months QuoteMedia · 1 year technical support · Includes software activation key with 12 months QuoteMedia, 1 year technical support, and use on up to 2 computers per licensed user. |
The facts
Each one read from Investment Account Manager's own pages, with the date it was checked.
What it does
- Backup
- IAM includes backup and restore and can back up investment data to external storage, Google Drive, or Dropbox.checked 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.checked 11 Oct 2026
- Imports
- It can import data from Quicken, StockMarketEye, and Excel files in CSV or OFX formats.checked 11 Oct 2026
- Intended users
- The company describes IAM as tools for independent investors managing one or several portfolios.checked 11 Oct 2026
- Investments tracked
- It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes.checked 11 Oct 2026
- Performance reporting
- Yeschecked 24 Sep 2026
- Portfolio analysis
- It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks.checked 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.checked 11 Oct 2026
- Purpose
- Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios.checked 11 Oct 2026
- Refund policy
- The feature page states a 30-day money-back guarantee after software activation.checked 11 Oct 2026
- Reporting
- The Individual product provides more than 50 reports, including performance, tax, allocation, and transaction reports.checked 11 Oct 2026
- Tax-lot tracking
- Yeschecked 24 Sep 2026
- Transaction and tax tracking
- Features include comprehensive transaction accounting, security lot assignment, and tax tracking tools.checked 11 Oct 2026
The company
- Company history
- QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006.checked 11 Oct 2026
- Founded
- 1985checked 19 Oct 2026
- Headquarters
- Mequon, Wisconsin, United Stateschecked 19 Oct 2026
Money
- Free plan
- Nochecked 24 Sep 2026
- Trial and support
- The company offers a free 60-day trial with technical support and says activated users receive unlimited free technical support.checked 11 Oct 2026
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