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American Association of Individual Investors
Manifest Investing
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Churr Software

The Willms Group

Tackle Boxes 2 Go

Providing Software Solutions to
Investors Since 1985!

Investment Account Manager 2.0 offers the tools you need to provide centralized portfolio management for stocks, bonds, mutual funds, exchange traded funds, options, cash and more.   Designed by an award winning, experienced team (since 1985), Investment Account Manager (IAM) offers a totally comprehensive, yet intuitively designed, desktop based portfolio management software solution. 

Notable features:

  • Multiple portfolio management
  • Download data from online financial institutions
  • Access online stock and fund data
  • Optimize tax decisions with detailed record keeping, including lot-by-lot accounting
  • Analyze asset allocation and diversification
  • Accurate performance measurement
  • Captools® import feature
  • Windows XP or Vista
  • Click here to view all features



User Quotes:

"Just wanted to say how much I believe this program is helping me with all the various aspects of investing. You guys put together a great program!" - W. Harmon

"This is the best portfolio management software I have seen." - James Y.

“What I have seen in v2.0 is FANTASTIC!!!  ... a great set of upgrades and I don't think I've scratched the surface yet! I really am impressed with the changes.”  - M. Eckman

“Using IAM 2.0, I can pull together in one place information on several diverse portfolios and get the allocation, performance, and tax data I need.  All with more accuracy and far less manipulation than before!  In all, software that does what you want, the way you want.”  - E. Dey

"I have been using Investment Account Manager (IAM) to track all my securities that I purchase on monthly basis. I find the interface very clean and data entry extremely simple. The software is inexpensive and I highly recommend it!" - Cliff C.


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