Investment Account Manager
6.4#55 in portfolio management software$159 one-timeWindows
VisitInvestment Account Manager vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Investment Account Manager | Sharesight |
|---|---|---|
| Company history | QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006. | Sharesight’s story page begins in 2006, when a Kiwi father-and-son duo sought a better way to track shares, and says the company has offices in Wellington and Sydney. |
| Founded | 1985 | 2006 |
| Free plan | No | Yes |
| Headquarters | Mequon, Wisconsin, United States | Wellington, New Zealand and Sydney, Australia |
| Performance reporting | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
Investment Account Manager plans
- IAM4 Individual New Activation$159, paid once
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Pick Investment Account Manager if…
You want what its maker publishes above — check its page for the details.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.