Side by side
CircleBlack Portfolio Reporting vs Investment Account Manager
Both stand on portfolio management software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Paid AndroidiPhoneWeb
CircleBlack Portfolio Reporting focuses on configurable advisor reports, detailed calculations, and client sharing. Its account limits and paid pricing should be checked against the firm’s scale.
Visit CircleBlack Portfolio Reporting Free trial Windows
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.
Visit Investment Account ManagerThe facts
| CircleBlack Portfolio Reporting | Investment Account Manager | |
|---|---|---|
| Free plan | No | A free trial |
| Open source | Not published | Not published |
| Runs on | Android, iPhone, Web | Windows |
| Lowest paid plan | See the plans | IAM4 Individual New Activation: $159 per user, paid once |
| Plans published | 2 | 1 |
| Maker | CircleBlack Portfolio Reporting | Investment Account Manager |
| Website | circleblack.com | investmentaccountmanager.com |
| On portfolio management software | #58 of 81 | #54 of 81 |
CircleBlack Portfolio Reporting: what it does well
- Pre-built and customizable report templates
- Transaction-level drilldowns
- Multiple performance calculation methods
- CSV and Excel export
- Web and mobile client delivery
What to know first
- No free plan
- Base plan includes 100 accounts
- More than 500 accounts requires custom pricing
Investment Account Manager: 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
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