Here is a list of coming improvements to the Investment Account Manager software.

A few highlighted improvements include:

• All new modern user interface, providing easy and intuitive navigation.
• Ability to combine all portfolios on home page dashboard.
• New charting preferences.
• Improved CSV transactions import feature.
• Improved, more detailed ability to set portfolio allocations.
• Create user defined security types – bitcoin, real estate, annuities, etc.
• Improved benchmarking – create custom/blended benchmarks.
• Improved import/export of portfolio data to/from Yahoo! Finance.
• All new report generator with multiple report export options including directly to email.
• New options expiration report.
• Plus much, much more....