Multiple Investor Profiles
Create and manage separate Investor Profiles for additional people or investing entities. Each profile can have its own name and contact information and can own its own investment accounts.
AiBuyStocks® PRO expands the account and performance system for people who need to manage more than one investor or more than one real investment account.
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Create and manage separate Investor Profiles for additional people or investing entities. Each profile can have its own name and contact information and can own its own investment accounts.
Add multiple brokerage, Traditional IRA, Roth IRA, 401(k), 403(b), trust, custodial or other investment accounts instead of being limited to one real account.
Import purchases, sales, cash and reinvested dividends, fees, taxes, deposits, withdrawals, transfers, adjustments and stock splits from the supplied broker-neutral CSV format.
After an import, AiBuyStocks rebuilds the selected account's cash, FIFO lots, holdings, realized and unrealized gains, dividends, fees, valuations and performance history.
File hashes and deterministic row fingerprints help prevent the same brokerage activity from being imported more than once.
Investor Profiles, account records, transactions, holdings and imported brokerage data remain in the application's local SQLite database on your computer.
| Feature | FREE | PRO |
|---|---|---|
| Private read-only Demo Account for each login | Included | Included |
| Real Investor Profiles | One | Multiple |
| Real investment accounts | One | Multiple |
| Manual purchases, sales, dividends, fees and cash activity | Included | Included |
| Stock splits and reverse splits | Included | Included |
| Holdings, FIFO cost basis, gains and performance | Included | Included |
| Advanced Brokerage CSV Import | Not included | Included |
After purchasing becomes available, the license will be authorized using the email address entered with the order and the Installation ID displayed by AiBuyStocks. A PRO license will authorize one installation. License-transfer and support terms will be displayed before payment processing opens.
AiBuyStocks® is deterministic mathematical research and decision-support software. It does not place or execute securities orders, hold customer assets or guarantee an investment result. Every investment decision remains the user's responsibility.
The $99 amount shown above is the planned introductory price and may be updated before purchasing becomes available. Any final price, taxes and license terms will be clearly displayed before an order can be submitted.