Side by side
Investment Account Manager vs MyVest Strategic Portfolio System
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.
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 Manager Paid AndroidAPIiPhone+1
SPS covers portfolio construction, tax management, trading, oversight, reporting, and billing in one configurable platform. Its integrations and investor portal extend the system across institutional workflows.
Visit MyVest Strategic Portfolio SystemThe facts
| Investment Account Manager | MyVest Strategic Portfolio System | |
|---|---|---|
| Free plan | A free trial | Not published |
| Open source | Not published | Not published |
| Runs on | Windows | Android, API, iPhone, Web |
| Lowest paid plan | IAM4 Individual New Activation: $159 per user, paid once | Not published |
| Plans published | 1 | None |
| Maker | Investment Account Manager | MyVest Strategic Portfolio System |
| Website | investmentaccountmanager.com | myvest.com |
| On portfolio management software | #54 of 81 | #50 of 81 |
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
MyVest Strategic Portfolio System: what it does well
- Tax-aware automated rebalancing
- Unlimited-portfolio order management
- Configurable workflows and reporting
- API and custodian integrations
- Mobile investor reporting
What to know first
- Pricing is available on request
- Enterprise platform may require configuration
- SaaS access depends on implementation
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