About This App
For anyone looking to stay on top of their investments, managing multiple portfolios can quickly become overwhelming. This app aims to simplify that process by consolidating your financial data.
It offers a comprehensive view of your financial landscape, helping you make more informed decisions without needing to constantly switch between different platforms.
Best For
- Active stock traders
- Long-term investors
- Beginner investors
- Day traders
- Portfolio managers
- Individuals tracking multiple investment accounts
Key Features
Connect Accounts
Link your securities company ID to automatically import asset information and transaction history. This saves time and reduces manual data entry, providing an up-to-date overview of your investments.
Watchlist & Portfolio
Create custom watchlists with up to 50 stocks, ETFs, and more. Automatically calculate profits and losses by entering purchase details, giving you a clear, real-time snapshot of your portfolio's performance.
Price Alerts
Set custom push notifications for specific stock price movements or timely disclosure information. This ensures you never miss a crucial buying or selling opportunity.
Editor's Notes
- The integration with various securities companies is a significant convenience for users who manage accounts across different platforms.
- While the app offers extensive features, new users might find the sheer volume of information slightly daunting initially.
- The ability to add notes and images to transactions adds a useful personal touch to investment tracking.
User Feedback
Users appreciate the consolidated view of assets and the automated calculations for profit and loss.