Two years passed since some of the earliest data is available for the Investment Account Manager (IAM) software. In some cases, IAM data only goes back to mid-September of 2017 as a few ITA portfolios were launched around that time. A few friends set up portfolios in late 2017 and those are tracked using the IAM software. The majority of the the portfolios date back to the 1990s and several are even older, but data is no longer available.
As long-time readers will remember, I was tracking ITA portfolios using an Excel program titled, TLH Spreadsheet. Those were the early days of this blog. When Yahoo began changing their down-loading codes, it became untenable to maintain all the different spreadsheets I was following.
Three of us developed the TLH Spreadsheet and that accounts for the three letters attached to the spreadsheet. Jim Thomas was the primary developer. Here is a bit of history of the ITA Spreadsheet, if interested.
With the collapse of the TLH Spreadsheet, I did a search of portfolio tracking software. I was familiar with IAM as I had used their investment club software in the 1990s. Going back to the days of DOS, I was using a commercial program called Captools. Captools stopped supporting their “small investor” software and went completely commercial – pricing their program in the thousands of dollars.
While digging back into history, check out this blog which provides some information as to how I got interested in blogging.
If you are interested in purchasing the IAM software at a 30% discount, do a search for “software discount” – without the quotes. The discount is only available to Platinum members.
Regardless of the management style used to manage your portfolio(s), I highly recommend using software to accurately track performance. I know of no better program than Investment Account Manager.