
IcyLemon
UI has been absolutely ruined by the update, it's not fit for purpose. Can't perform basic tasks such as adding or editing positions in a portfolio anymore. Everything has to go through the AI chatbot, meaning everything has to be translated from precise data into a parsable sentence, it still gets it wrong. It will add positions when you want it to edit existing ones. Forget prices you tell it you bought at. At which point, you also have to use the chat bot to try, and fail, to fix the mistake.
17 people found this review helpful

Jon Parkins
Not Quite Ready Yet, But Has Potential! You can only add your portfolio on the website, not in the app. Even though the app doesn't show it, the AI still recognizes it. However, the AI is terrible at troubleshooting and portfolio setup. Manually adding a large portfolio is painful, and screenshot imports require taking two or more screenshots per stock. This app urgently needs a proper import tool for portfolios and watchlists.
12 people found this review helpful

Daniel Azses
The worst update of an app I have ever encountered. Even worst than foxit reader to editor. Let me summarize: * Completly nullified past data and lost average price dats and transactions * Cannot insert normally a buy or sell and must "TALK TO AI" which fails too many files. * Creating a portfolio clearly does not work. No way to add even google sheets. Pdfs are failing miserably. Text is "limited" to near 0 transactions. * Therefore, the app is currently useless and I deleted it. Best decision.
13 people found this review helpful