Very confusing
Not working
Poor support!
What I was looking for - just the basics
Frustrated
Love the features
It’s really a one stop shop for everything you need for research. Apple News integration as well as the Pro features like Institutional Owners and Earnings are super helpful so you don’t have to leave the app to get this info.
Developers - Please Read
1) Dividend total is off for all my holdings - seems like the June (last month) dividends are not reflected in the totals yet? If they're over a month delayed, that's a problem.
2) At first, I couldn't figure out why my total return amounts (and balances) were off - this app doesn't take into account returns on dividends reinvested. There is no option to turn this on or off either. Most portfolios like mine reinvest the dividends automatically, generating further returns. This app calculates the returns on your buy orders only, and calculates dividends without returns. This is an essential feature that needs fixing.
3) I can't figure out how to add a sell order for any of my holdings in my portfolio. I may be missing something here.
4) Adding a setting to change amount of currency digits would be helpful. No option to show cents on my holdings, just whole dollars.
Response from developer
Hi Strizous - We're glad you're enjoying the app. Three stars is a tough rating given you seem to be very happy with the app except for some intricacies in how we handle dividends, but we're happy for the feedback! 1) We just saw your email and will respond to get further details on what stock you seem to be getting incorrect dividend information for. We're assuming you entered your trade details manually (as opposed to linking your brokerage account), so just confirm you have the trade date correct and that it's before the ex-date of the dividend you're looking for, otherwise it won't show up for your holding. It's possible our data provider is missing dividend information for this security so we'll look into it for you when we get the details from you. 2) If you have a portfolio that automatically reinvests dividends, what is actually happening is your brokerage is making a new purchase of shares for you on the ex-div date. There would be no way for us to know at what price this purchase was executed at, and therefore it's impossible for us to exactly match up to the return you're seeing without getting more information. Can you try to input the new dividend purchases as new trade lots? This should match up to what actually happened in the portfolio and then the returns should also match up. 3) If you swipe left on any holding, you can delete it, which is effectively "selling" it. We don't support tracking sales, flows, or transactions at this point, just your current holdings. To truly support full portfolio analytics, we'd have to handle buys, sells, deposits, withdrawals, dividends, transfers, corporate actions, etc. All of those things would have to be inputted by the user. We tried to just build a really clean and beautiful way to track your current holdings on your phone. 4) We show dollars and cents for any stock price as long as the share price is below $10,000. For the holdings information, we didn't think it made "cents" to crowd the UI with "cents". We'll shoot you an email tonight and go over the details you're seeing on the seemingly missing data. Thanks for using the app and for all the feedback!
Beginners paradise
This is the one!
Quick Response
After trying a few stock portfolio apps, I really like Stock Genius for it’s simplicity in keeping track of just what I need. It was easy to set up my portfolio and see daily results.
