INVESTMENT ACCOUNT MANAGER - QUANT IX SOFTWARE

Registration

Features & Requirements

Provided for your review are just a few screen shots of the Investment Account Manager. Investment Account Manager is designed to provide investors with comprehensive portfolio management and investment record keeping tools that provide answers for better investing decisions. Click here to download a free 60 day demo version.

The Portfolio Setup Wizard is the quickest way to begin using Investment Account Manager. You’ll be able to create your ‘quick portfolio’ using your most recent brokerage statement, or if you have online access to your brokerage account, by downloading your current holdings with accumulated share balances.
Investment Account Manager includes a 'home page' that summarizes important data for portfolios. These summary views provide up-to-date reviews of investment data, improving the management of your investments. In the 'Holdings Summary' view, you'll find a concise review of portfolio value, year-to-date activity for tax planning, securities owned in the portfolio, portfolio diversification and recent portfolio transaction activity.
Most investors understand the important principles of investment allocation. In essence, investment allocation can be defined as spreading investment dollars among different asset types (i.e., cash, bonds, stocks, etc.). In doing so, investors reduce the volatility of their portfolios, resulting in more stable returns. Given this importance, the Investment Account Manager provides several measurements of allocation: asset allocation, sector allocation, size allocation, and diversification objectives of mutual and exchange traded funds. Users can set target allocations within Investment Account Manager and then compare current allocation with targets to identify rebalancing needs.
The 'Portfolio Values' tab of the Investment Account Manager accumulates holdings and values a portfolio based on recent market prices. Portfolio securities are segregated according to type, with the following information provided for instant review: type, security, quantity, unit cost, total cost, market price, market value, unrealized gain/loss, and % gain/loss.