Investment Account Manager Pro 3.3.4 | 98 Mb IAM provides extensive investment tracking and portfolio...
Features:
Centralized, Secure, Desk-Top Based Portfolio Management
Comprehensive Transaction Accounting
Detailed, Informative and Customizable Reporting
Accurate Tax Tracking Tools with Security Lot Assignment
Multiple Portfolio Management and Reporting / Batch Reporting
Portfolio Allocation and Rebalancing Analysis
Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually
Fund Composition Analysis by Asset Type, Stock Sector and Size
Fundamental Ratio Analysis
Automatic...