Average Reviews:
(More customer reviews)I too have used Quicken for many years, but when it comes to monitoring investments in multiple portfolio, Investment Account Manager is just superb. The software handles pretty much any investment vehicle: stocks, bonds, money markets, options, etc. All transactions for each account are located in one place.
It's inevitable that one ends up comparing the strengths of this software package with the weaknesses of Quicken: IAM handles options without problems; there are no problems entering transactions involving cash in lieu--particularly if only whole shares are reinvested.
The annualized return calculate by the program is flawless; the charts are intuitive and revealing. After using Gainskeeper on various broker websites, it's great to have a single program that shows me in detail how well I am doing.
The program has a learning curve, but it's fairly shallow and even those with limited experience handling Windows programs should be up and running quickly. The program is secure, so I wouldn't worry about security issues.
The other thing I love is that there are no add-ons--no effort to bundle other essential components. Everything you need comes with the software.
It's a breeze at tax time. If you use an accountant to handle your returns, he or she will love how much easier this program is in handling record keeping.
Great program, easy to use that solves problems you never realized you had. I love this program!
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