At first, App seemed to have lot of potential. However, one of my stock data was syncing incorrectly. This affected my entire portfolio, making the service inusable. For over 1 month company could not fix this issue and only provided multiple canned replies. No estimation on time for fix. In the end, I deleted my account. I will not trust my financial information to a company lacking this much support and reliability.
week/month/quarter/annual comparisons. Shows how my overall financial plan is working, especially now that i am in retirement and taking distributions for my income. Taking retirement distributions puts u into a whole new world as far as optimizing ur portfolio, versus when u r still working and building ur nest egg. If u don't study financial planning like I do, this can come as a shock during downturns.
Nicely laid out app. I'd give another 1 stars for dark\black theme. Another 2 stars if u gave us the ability to make the background transparent. With a dark screen the white is too glaring.
Use it all the time. Gives a good snapshot of where our portfolio is. Couple if negatives- We have an annuity as part of a fund which the app does not see. Also the fund total is almost always correct but the fund total in the chart is always wrong.
It used to be a great app, but lots of issues with syncing accounts lately. They say that they are working on it, but it doesn't seem to be a priority. Thank god I don't have managed assets with them or else I would be even more annoyed.
Used to work fine, but latest version won't load. As others have observed app will open but account info will not load. Having issues getting and keeping Schwab account installed / synced.
Security enhancements and bug fixes.
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