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[Mirror1 download link] - file hosted by www.investmentaccountmanager.comFinancial application to manage stocks, bonds, mutual funds, exchange traded, cash and more.Whats new in version 2.9.8:
• Added Pershing Advisor Solutions to financial institution list for broker OFX downloads.
• Added a new Estimated Income tab to IAM home page.
• Modified QuoteMedia data import to alert user to changes in fundamental data downloaded.
• Modified AAII Stock Investor Pro data import to alert user to changes in fundamental data downloaded.
• Modified stock split function to handle split ratios to 3 places left of decimal.
• Corrected broker import files for assigned option activity to include commission cost as part of net amount paid for assigned underlying security.
• Corrected transfer security function to prevent user cost data entry errors.
• Corrected Transfer Report for missing report variable.
Multiple changes to Portfolio Performance Report:
• corrected column values reported that might be in error when custom date range includes merger activity and reverse splits.
• corrected performance calculations for spin-off, merger activity.
• corrected performance calculations when fi...
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