IAM provides extensive investment tracking and portfolio management tools. If you have the responsibility of overseeing and managing one or several portfolios, you'll discover many comprehensive features that save time, help you to avoid mistakes, while leading to better portfolio management decisions. Features: Centralized, Secure, Desk-Top Based Portfolio Management Comprehensive Transaction Accounting Detailed, Informative and Customizable Reporting Accurate Tax Tracking Tools with Security Lot Assignment Multiple Portfolio Management and Reporting / Batch Reporting Portfolio Allocation and Rebalancing Analysis Performance Reports vs Custom / Multiple Benchmarks: Monthly, Quarterly, Annually Fund Composition Analysis by Asset Type, Stock Sector and Size Fundamental Ratio Analysis Automatic Financial Institution Downloads Automatic Security Price Updating Price Alerts to Monitor Holdings Security Cross-Referencing Import from Quicken, Captools, StockMarketEye, Excel Create Historical Pricing Databases Backup / Restore Comprehensive Help System