Investment Account Manager
6.4#55 in portfolio management software$159 one-timeWindows
Visit| Fact | Investment Account Manager | Stock Rover |
|---|---|---|
| Founded | 1985 | 2008 |
| Free plan | No | Yes |
| Headquarters | Mequon, Wisconsin, United States | Braintree, Massachusetts, United States |
| Performance reporting | Yes | Yes |
| Tax-lot tracking | Yes | Yes |
You want what its maker publishes above — check its page for the details.
Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.