Can't seem to figure out how to classify unclassified investments. I've emailed them several different times, still not working. I classify them PC "forgets" my manually assigned tickers... Going on for well over a year. Also the Android phone app is very limited. No checking performance against indices or retirement planner. Can't log into the website to do this on mobile either unless you force the webpage to load desktop view or alter the user agent broadcast by your web browser
The current version breaks the investment view on my Google Pixel. It says I don't have any investment accounts linked, but shows my investment balance... I have tried contacting support via the desktop page (they removed the in app feedback option), but have not heard back..., very disappointed. The app used to be excellent, I may have to try to go back to an older version. The web interface and an older version of the app work fine on another phone though.
A lot more reliable and easy-to-use than Mint. Also combines investment monitoring tools and financial advising. The web interface is so slick but the app could use serious visual and design overhaul, especially Material aspects. Sync for particular accounts is excruciatingly slow. Wish they'd stop pestering you with calls for free advising.
Some fundamental issues in the way expenses are assigned prevent proper cash flow modeling. I pay bills (rent, utility etc) directly using bill pay from an investment account. I categorize these as rent or utility etc but the app does not recognize these as expenses for cash flow. This is a fundamental flaw in their product.
Used to love it but like the other user, holdings option dissapeared after the update and nothing shows up in my portfolio view after update (just asks to link account despite having 15 investment accounts linked)
Last version broke all linked accounts and now my personal capital investment account is not even seen! Fix please!
Updated look and feel.
Custom categories and category editing.
Ability to choose custom date ranges.
Ability to mark a transaction as a duplicate and exclude from reporting.