IAM 提供全面的投资跟踪与作品集管理工具。若您需负责监督和管理一个或多个作品集，将会发现诸多节省时间、避免错误的功能特性，同时协助制定更优质的作品集管理决策。
功能特性
集中式安全桌面端作品集管理
综合性交易会计处理
详细可定制化报告生成
精准税项追踪工具（含证券批次分配）
多作品集管理与批量报告
作品集配置及再平衡分析
绩效报告对比自定义/多重基准（月度/季度/年度）
按资产类型、行业板块与市值的基金成分分析
基本面比率分析
金融机构数据自动下载
证券价格自动更新
持仓监控价格预警
证券交叉引用功能
支持从Quicken、Captools、StockMarketEye、Excel导入数据
创建历史价格数据库
数据备份/恢复
完善帮助系统
File size: 87.1 MB
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.
资源特色
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
