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Stock Portfolio Management Software

Investment Account Manager

Desktop portfolio management software that helps investors track and understand their investment portfolios

By Quant IX Software

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About Investment Account Manager

Investment Account Manager is a desktop program for monitoring investment portfolios. Its Individual edition, called IAM Individual, is meant to be easy to learn while still covering a broad range of portfolio features.

Features

Portfolio tracking: records and manages holdings across a person's investment accounts.
Portfolio understanding: tools intended to help the user see how the portfolios are performing and made up.
Desktop use: runs as installed software rather than a web service.

Who it works with

It is aimed at investors worldwide, from beginners to experienced ones. The description says it was designed by professional money managers and that related versions have been in use since 1985.

Profile written by TrustList from the business's own published information, Oct 2026.

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