iPhone app sucks
Response from developer
Good Morning. We apologize that you had difficulty rebalancing via the mobile app. While you have the portfolio open, if you scroll to the bottom of the position list, you should see a button 'Run Risk Rebalancer'. Clicking this button should allow you to rebalance your portfolio. Please contact our Customer Success team at 866-385-2076 if you run into any issues or have any questions.
Confusion
Response from developer
We are very sorry to hear that you have not found our products to be helpful. We would love to talk with you and help you navigate your subscriptions to come up with the most beneficial solution for you. Please contact our customer service team and 866-385-2076 and we would be happy to assist you!
Cost basis bogus
Response from developer
Thank you for sharing your feedback. You are correct, at this time our software does not support multiple purchase lots (entry dates). We are very sorry for any inconvenience this causes. Our development team is investigating solutions for this issue, however, at this time we do not have an ETA on when a solution will be available.
Fixed bug
Response from developer
We are sorry to hear you are still experiencing the issue. It is possible you were logging in or logging out during the time we were working on the app, which is why you are still experiencing a problem. We recommend deleting the app and reinstalling it. This should resolve your issue.
This is broken
Response from developer
We are sorry to hear you are still experiencing the issue. It is possible you were logging in or logging out during the time we were working on the app, which is why you are still experiencing a problem. We recommend deleting the app and reinstalling it. This should resolve your issue.
Buggy and limited
Response from developer
We are sorry to hear you did not have a good experience with our app. At the time you were attempting to view your positions, we were experiencing issues with our app. This issues have since been resolved. We hope that you will give us another try!
Login?
Response from developer
We apologize for not responding at the time you left this review. Since you left this review, we have addressed this question. Once you are logged into the app, select more. Then select Settings. Then, select FaceID/Passcode to manage your preferences.
App Keeps Getting Better
Response from developer
Thank you for your feedback. We are glad to hear you are enjoying our mobile app.
Terrible
Response from developer
I see that our team was assisting you with sync'ing your Interactive Brokers account in March. Our sync specialist sent you an alternate link to import your account but I do not see that you have imported yet from Interactive Brokers. We would be happy to assist you with this process. You can contact our Customer Success team at 866-385-2076 between the hours of 9 am and 5 pm ET, Monday through Friday.
Don’t trust the money back guarantee
Response from developer
We are sorry to hear that you were not happy with our product. We do have a satisfaction guarantee with all of our offers. The terms of the guarantee vary by offer. It sounds like you responded to an offer that had a TradeSmith Credit guarantee, meaning if you chose to cancel within the guarantee period you would receive the amount paid in the form of TradeSmith Credit (ie - store credit). The guarantee terms on our offers are always disclosed on our online order forms, directly above the section you would complete to place your order. We place the guarantee terms in this location so that customers will see the terms before placing their order. We would love the opportunity to speak with you further to address your concerns. You can reach our Customer Success Team at 866-385-2076.
Great app
Response from developer
Thank you so much for sharing your feedback! We are glad to hear that you are enjoying our app! We are continuously updating the app and adding more of the features from the web version of our program. The ability to add tags to your positions was added to the app in late 2020 and it is now available for logged-in users.
Easy to navigate
Response from developer
Thank you for your feedback! We are glad to hear you are enjoying our mobile app!
