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Portfolio Management Platform

Stock Portfolio Management Software: Track, Balance and Review Your US Stocks

One platform to follow your holdings, set targets for each stock, check how diversified you are, and see where your portfolio sits on the Efficient Frontier.

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Free account: see every stock name. Pay only for the stocks you unlock.

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IM-AAM portfolio overview with a sample portfolio

See Your Portfolio in Action

Profit and loss, targets and portfolio share for every holding, then the sector, market cap and strategy charts. The stocks shown are a sample portfolio.

Today's AI-Ranked US Stocks

The top of our Position Trader list, ranked by IM-AAM's AI models.

RankStockSectorExchangePriceRating

What You Get

Holdings Table

Every holding with buy price, current price, market value, profit/loss and portfolio share.

Targets and Fees

Set your lot, brokerage fee and target selling price per stock.

Diversification Charts

Sector balance, company size mix and trading strategy mix, with a diversification score.

Efficient Frontier

Compare your portfolio’s risk and return with the efficient frontier and the minimum-risk portfolio.

How It Works

1
Create your account

Register in a few minutes, or continue as a guest first to look around.

2
Add stocks from the lists

Pick stocks from the Daily, Swing or Position Trader list and add them to your portfolio.

3
Set your lot and targets

Enter how many shares you hold and your brokerage fee, and set a target selling price.

4
Track and review

Follow profit and loss, portfolio share and diversification in one place, and compare your risk and return on the Efficient Frontier.

Frequently Asked Questions

What can I manage with IM-AAM?

Your holdings, their lot and brokerage fee, a target selling price per stock, and your portfolio balance across sectors, company sizes and trading strategies.

Which stocks can I add?

The stocks you add to your portfolio from IM-AAM’s Daily, Swing and Position Trader lists (access to each stock’s information is priced per stock). It does not import holdings from a broker, and you cannot type in any ticker you like.

Does IM-AAM place trades for me?

No. IM-AAM is a research and tracking platform. You place any trades with your own broker.

Is this financial advice?

No. IM-AAM provides AI-generated stock recommendations and research for informational purposes only. They are general information and not personalized investment advice, and you place any trades with your own broker.

IM-AAM provides AI-generated stock recommendations and research for informational purposes only. They do not constitute personalized financial advice. Access to individual stock information is priced per stock (see the pricing disclosure below). Trading involves risk, and past performance is not indicative of future results. IM-AAM is not a registered investment adviser or broker-dealer, does not hold funds and does not execute trades; you place any trades with your own broker.

Check our pricing disclosure