Best I’ve Seen So Far
Have used for about a month. Very well thought out. It’s hard to explain all the valuable features. The ones I use may differ from your needs. The ability to manage multiple portfolios and yet combine them into one “total” grouping is really helpful. It automatically constructs pie charts for each portfolio that can be set to display various characteristics. The biggest drawback is that it’s complicated enough that you’re likely to spend several hours getting up to speed in the beginning. (I suggest going slow for a day or two with just a few test entries.)
Update August 26, 2026. I can't begin to tell you how helpful this app is to me in staying organized. It is best suited for those who like to "slice and dice" holdings into different sleeves - often referred to by investors as "buckets". The app lets you create a near endless number of sub-folders (ie: bonds, cash proxies, domestic stocks, international stocks, CEFs etc.) and yet still have the ability to view everything together at the touch of a finger. If desired, you can set your devices to sync holdings across them all. And the charting feature is easy to access in doing research. If you are a novice and just want to track a few funds, there are certainly simpler apps or websites out there. This one has a considerable learning curve. But none I've come across are as comprehensive as this one. The price is very reasonable compared to the capabilities. Excellent support if needed.
Update August 26, 2026. I can't begin to tell you how helpful this app is to me in staying organized. It is best suited for those who like to "slice and dice" holdings into different sleeves - often referred to by investors as "buckets". The app lets you create a near endless number of sub-folders (ie: bonds, cash proxies, domestic stocks, international stocks, CEFs etc.) and yet still have the ability to view everything together at the touch of a finger. If desired, you can set your devices to sync holdings across them all. And the charting feature is easy to access in doing research. If you are a novice and just want to track a few funds, there are certainly simpler apps or websites out there. This one has a considerable learning curve. But none I've come across are as comprehensive as this one. The price is very reasonable compared to the capabilities. Excellent support if needed.
Show more
Excellent is the only word for this App
Excellent app for investor as this app can be used to look at multiple portfolios in different ways.
Better than similar apps that I have come across including brokers that provide portfolio and watch list options
Keep up the great work.
Better than similar apps that I have come across including brokers that provide portfolio and watch list options
Keep up the great work.
Eine sehr zu empfehlende App
Diese App bietet mir alles, was ich brauche. Die Möglichkeit der separaten Darstellung von Einzelaktienwerten, Indices, Depots wie auch Fonds finde ich sehr praktisch. Macht bitte weiter so!
Great App
I’ve used this app for several years and found it to be my primary method for tracking my stocks.
Annoying
Missing features. There are better options.
