Investment Account Manager

6.3easy start · #68of 81
in Portfolio Management Software

Free to practise onno
Free trialyes
Well documentedyes
Runs where you workno

Runs on Windows. Paid plans from $159/mo.

Investment Account Manager is ranked #68 of 81 in portfolio management software on The Geeks Club, made by Investment Account Manager (Mequon, Wisconsin, United States). It runs on Windows. There is no free plan. A free trial is offered. Paid plans start at $159/mo.

Investment Account Manager plans and pricing

All plans

IAM4 Individual New Activation $159/mo Includes one year of technical support and access to online product updates. Up to 2 computers per licensed user investmentaccountmanager.com · 24 Sept 2026

IAM4 Individual New Activation $159 once 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 investmentaccountmanager.com · 11 Oct 2026

Compared on portfolio management software

Free plan: No
Performance reporting: Yes
Tax-lot tracking: Yes

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The record

Purpose: Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios.
Investments tracked: It supports stocks, ETFs, options, bonds, mutual funds, cash, and user-defined asset classes.
Transaction and tax tracking: Features include comprehensive transaction accounting, security lot assignment, and tax tracking tools.
Reporting: The Individual product provides more than 50 reports, including performance, tax, allocation, and transaction reports.
Portfolio analysis: It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks.
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.
Imports: It can import data from Quicken, StockMarketEye, and Excel files in CSV or OFX formats.
Privacy and security: The company says investment data is stored on the user's computer and that it cannot access or download that data.
Backup: IAM includes backup and restore and can back up investment data to external storage, Google Drive, or Dropbox.
Trial and support: The company offers a free 60-day trial with technical support and says activated users receive unlimited free technical support.
Refund policy: The feature page states a 30-day money-back guarantee after software activation.
Intended users: The company describes IAM as tools for independent investors managing one or several portfolios.
Company history: QUANT IX SOFTWARE says it was founded in 1985 and released Investment Account Manager in 2006.
Price from: $159/mo

Where it ranks on The Geeks Club

Best Portfolio Management Software in 2026#68 of 81

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Sources

investmentaccountmanager.com· checked 11 Oct 2026
investmentaccountmanager.com/features.php· checked 11 Oct 2026
investmentaccountmanager.com/reports.php· checked 11 Oct 2026
investmentaccountmanager.com/secure.php· checked 11 Oct 2026
investmentaccountmanager.com/about-us.php· checked 11 Oct 2026
investmentaccountmanager.com/products/product/iam4-individual-new-ac· checked 24 Sept 2026
investmentaccountmanager.com/products/· checked 11 Oct 2026