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Version gratuite intéressanteDeveloper Response
Thanks for your nice feedback!Getquin
New to this program but so far everything is working as expectedDeveloper Response
Thanks for your nice feedback!Did I did something wrong ?
I’m using Wealthsimple Canada but I can’t see my portfolio. Yes I have the premium account. So far very disappointed. The only thing from me giving higher rate.Developer Response
Thanks for your feedback. Please contact our support team regarding your wealth simple connection, so they can check it with the open banking provider.Brilliant Portfolio tracking app
I’ve been trying different tracking apps but this one is easy & straightforward to use. Can track investment, cash holdings & crypto all in one & gives AI insight on your holdings. Well recommended.Developer Response
Thanks for your awesome feedback!Suspicious Activity
Was told EU only connection when trying to link my account, i then got a warning from trading212 that my account t had logged in from the US, which is not in the EU.
I don’t actually know if this is malicious but caution for anyone who is planning to try this from outside the USDeveloper Response
Thanks for your feedback. As you used the Trading212 connection we use the third party provider Flanks from spain for the connections. They are a licensed and by the bank of Spain supervised provider for PSD2 compliant connection. If a service used access outside of their promised EU server locations, please contact our support them, so we can send the case to Flanks for additional investigation.Best Portfolio and dividend Tracker I found
Perfect for Any Investor! I've been using this app to track my portfolio and dividends and it's fantastic! The interface is user-friendly, and I love the analysis functionalities. The dividend calendar is especially useful. Highly recommend for managing investments efficiently!Developer Response
Thanks for your awesome feedback!Strange login and locked out
Why did an account from Spain and Israel login into my account ? I have taken all the measure to protect my account but why is there a login from two diffrent locations at once ???Developer Response
Thanks for your feedback. If you use Open Banking, the login takes place via an interface of a certified and officially monitored provider with a PSD2 license, which allows you to retrieve the corresponding securities data in Europe. In the case of Trading212, Interactive Brokers and DeGiro, this is the service provider Flanks from Spain, which is supervised, controlled and licensed by the Bank of Spain. With Open Banking, transmitted data is converted into so-called anonymized "hashes", which are then used to request the corresponding data from the broker. For this purpose, an API is used for data retrieval in an end-to-end encrypted data environment. At no time are providers or flanks able to read your access data. The (virtual) login to the broker takes place via Flanks servers, which use corresponding server infrastructures from Google, which is why you also receive the login messages. However, we always rely on service providers who only use interfaces with read rights. This means that at no time can anything other than reading data be done via these connections. No data can be changed or sent with these connections.Very good app - just need a csv import option
As the heading said. Everything is looking good, but being able to add a CSV file from a broker would be good.Developer Response
Thanks for your nice feedback! I will forward the wish for an CSV import.Direct broker connection doesn’t work
Spent many hours in last weeks trying to pull data thru direct broker connection. App confirms that broker is connected an data will be available shortly, but it never happens.
So, nice looking app but needs to work out it’s usability.Developer Response
Thanks for your feedback. Did you reach out to our support, so they can check the logs and if needed contact our open banking provider to check this as well?Can’t import Wealthsimple and NVDA CDR price was wrong
I only tried one stock as a trial and it was a NVDA CDR and the price was just wrong.. off by $10