Mostly useless The dearth of options and views here make this app next to useless, unless all you want to know is how much is in your account. That's about all it can tell you. Needs WAY more functionality to be helpful at all.
Great and simple So far so good some improvements would welcomed as information about today's overall change and for yearly performance. Also instead of change in all the portfolios on daily basis how they did with my account today as well.
Just current holdings Needs to show portfolio performance over time. Today's snapshot is fine, but need more. Also app won't shut down. After I log off I get an error message with only option is to hit "OK". It won't close.
Missing the one feature I care about: Overall gain/loss Although it displays the current market value, I'd like to put that in perspective by showing the cost basis or the overall gain/loss nearby. The day's change isn't useful to me.. However, seeing the overall performance of my holdings is the only thing I'm looking for.
Simple Navigation and format is direct and simple to understand. Great job Baird!
Works great! Great app! Glad to finally have this.
- Daily Change in Value has been added to the Accounts Screen
- Change in Value will display for total portfolio value and each account within your portfolio
- New Tablet APP user experience optimized for tablet view
- Split screen display enables you to view both account and market information in a single view
- NextGen Market Tools section upgrade
- Link to Online Registration on the login page
-Update includes regularly scheduled app maintenance and updates