Investment Account Manager

API—OSS—FREE—DOCS3/5

IA4.8#77 of 81

—Web—Windows—Mac—Linux—Android—iOS

Ranked in Portfolio Management Software ·No free plan on record· paid from $159/mo

About

Investment Account Manager is ranked #77 of 81 in portfolio management software on Inferse, made by Investment Account Manager (Mequon, Wisconsin, United States). There is no free plan. Paid plans start at $159/mo.

Compared on portfolio management software

Free plan: Noinvestmentaccountmanager.com
Performance reporting: Yesinvestmentaccountmanager.com
Tax-lot tracking: Yesinvestmentaccountmanager.com

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Where it ranks on Inferse

Best Portfolio Management Software in 2026#77 of 81

Sources

investmentaccountmanager.com/products/product/iam4-individual-new-ac· checked 24 Sept 2026