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.
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.
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.
Compare 1st & 2nd screens: Portfolio Totals match, but *TODAY'S CHANGE* & values for individual accounts don't (resync/refresh no help)... 2nd screen #'s are correct, 1st screen #'s (drop-down graph corner) should be *exactly* the same... So unfortunately can't trust app...
It is great if it works. But always have some sync issues. Not fixed for 2 years. Can not understand.
It use to be a great app. No longer syncs to Vanguard and support cant give me any time frame of when it will be fixed. Some suggestions I can give to make the app even better (once the sync is fixed) Insure apps(android and ios) and website produces same results (example stock symbol ISFETX) on web it shows no value on android it shows a value. Import from Morgan Stanley comes in with unit trusts for example CPST35 which really should be ticker FPBRIX. Perhaps the ui should al
Security enhancements and bug fixes.
Wealth eOffice app is for financial investors to see there investment portfolio.
No charges for making and tracking investments and SIP, check offer inside.
Mutual fund tracker, SIP Investment, Switch/Invest in Direct plan. Get 1.5% more