Free Download Investment Account Manager Pro for Windows PC. This software offers a robust suite of tools for investment tracking and Portfolio Management. Tasked with overseeeeing multiple portfolios, Pro Manager
iam is a centralized, Secure, Desktop-Based Portfolio Management Solution that empowers users with Detailed Transaction Accounting and Customizable Reporting Capabilities. Portfolio Allocation Analysis, and Performance Event Against Multiple Benchmarks.
Centralized, Secure, Desktop Management
It Centralizes Portfolio Management on your desktop, Ensuring Secure Access to your Investment Data. Oversight of Multiple Portfolios, Allowing Seamless Navigation and Management. Track, and Manage Investment Transactions effectively.
Detailed, Informative, Informative, Informative, and Customizable Reporting
It offers customizable reporting tools that generate detailed and informative reports tailored to your requirements. Portfolio Insights. Understanding of Tax Understanding of Tax Implications Within Portfolios. Functionality, users can simultaneously manage and report on multiple portfolios.
Portfolio Allocation and Rebalancing Analysis
The Software Facilitates Portfolio Allocation and Rebalancing Analysis, Aiding Users in Optimizing Portfolio Performance. The software is analytical capacities. Multiple benchmarks, offering insights into Portfolio performance on a month, quarterly, and annual basis.
Fund Composition Analysis by Asset Type, Stock Sector, and Size Sizes. Categories.
Fundamental Ratio Analysis
Financial Health and Performance Security Price Updating and Price Alerts
The Tool Allows for Security Cross-Referencing and Offers Import Capabilities from Various Platforms Like Quicken, Captools, Captools, Captools Stockmarketeye, and Excel, Ensuring Seamless Data Transfer.
