Freedom251 › Portfolio Management Software
Investment Account Manager
What Investment Account Manager is
Investment Account Manager is Windows desktop software for independent investors who track investments in one or more portfolios. It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes. Transaction accounting includes security-lot assignment and tax tracking. The Individual product provides more than 50 reports covering performance, taxes, allocation, and transactions. Portfolio analysis includes allocation and rebalancing, fund composition, and comparisons with benchmarks. Automatic financial-institution downloads and automatic security pricing are supported, with a QuoteMedia data feed included in the listed activation purchase. Data from Quicken, StockMarketEye, and Excel files in CSV or OFX format can be imported. Investment data is stored on the user's computer, according to the company. Backup and restore can use external storage, Google Drive, or Dropbox. The software has a 60-day free trial, technical support, and a 30-day money-back guarantee after activation. IAM4 Individual New Activation is $159 a month, billed, with one year of support and updates and licensing for up to two computers.
Who it suits
It suits independent investors managing one or several portfolios who want detailed transaction, tax, performance, and allocation tracking on Windows.
What it does well
- Tracks many investment and user-defined asset classes
- More than 50 Individual reports
- Includes tax-lot and transaction accounting
- Automatic downloads and security pricing
- Backup supports Google Drive and Dropbox
What to know first
- Windows platform only
- No free plan
- Listed activation costs $159 a month
- License allows up to two computers
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| IAM4 Individual New Activation | 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 | $159, paid once |
As investmentaccountmanager.com lists them, read 11 Oct 2026. The maker's own page has the final word.
Verdict
Investment Account Manager combines broad investment tracking with extensive reporting, analysis, imports, and local data storage. Its Windows-only availability, paid activation, and desktop focus are important fit considerations.
Facts from Investment Account Manager's own pages
- Backup
- IAM includes backup and restore and can back up investment data to external storage, Google Drive, or Dropbox. · investmentaccountmanager.com, 11 Oct 2026
- Company history
- QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006. · investmentaccountmanager.com, 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. · investmentaccountmanager.com, 11 Oct 2026
- Founded
- 1985 · investmentaccountmanager.com, 19 Oct 2026
- Free plan
- No · investmentaccountmanager.com, 24 Sept 2026
- Headquarters
- Mequon, Wisconsin, United States · investmentaccountmanager.com, 19 Oct 2026
- Imports
- It can import data from Quicken, StockMarketEye, and Excel files in CSV or OFX formats. · investmentaccountmanager.com, 11 Oct 2026
- Intended users
- The company describes IAM as tools for independent investors managing one or several portfolios. · investmentaccountmanager.com, 11 Oct 2026
- Investments tracked
- It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes. · investmentaccountmanager.com, 11 Oct 2026
- Performance reporting
- Yes · investmentaccountmanager.com, 24 Sept 2026
- Portfolio analysis
- It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks. · investmentaccountmanager.com, 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. · investmentaccountmanager.com, 11 Oct 2026
- Purpose
- Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. · investmentaccountmanager.com, 11 Oct 2026
- Refund policy
- The feature page states a 30-day money-back guarantee after software activation. · investmentaccountmanager.com, 11 Oct 2026
- Reporting
- The Individual product provides more than 50 reports, including performance, tax, allocation, and transaction reports. · investmentaccountmanager.com, 11 Oct 2026
- Tax-lot tracking
- Yes · investmentaccountmanager.com, 24 Sept 2026
- Transaction and tax tracking
- Features include comprehensive transaction accounting, security lot assignment, and tax tracking tools. · investmentaccountmanager.com, 11 Oct 2026
- Trial and support
- The company offers a free 60-day trial with technical support and says activated users receive unlimited free technical support. · investmentaccountmanager.com, 11 Oct 2026
Where Investment Account Manager stands on Freedom251
- Portfolio Management Software#54 of 81
- Stock Portfolio Management#11 of 14