After reading the reviews and researching the software, I decided to give it a try (knowing I can get a refund if necessary). But I will admit that so far, I am pleasantly surprised! I like the interface, although the dark theme needs some work (I put everything in dark theme because all of the white backgrounds hurt my eyes and honestly just way too bright). There isn't too much I can say just yet because I literally just made the purchase, but I can say it seems a bit cumbersome to add current stocks to the portfolio. In my opinion, it would be easier to add them directly from the Portfolio page and have the ability to input the number of shares & costs all on that page; that is not the case.

Additionally, the videos in the help section doesn't seem to be in any specific order which makes it somewhat challenging to find what I'm looking for. Lastly, I do agree with other reviewers that the system gets really sluggish and unresponsive at times; hopefully that is in the process of being corrected.

With all that said, so far I really like the platform and plan to keep it. It seems to be a great value with a ton of useful features (eventually I will learn how to use). Hopefully they release an app compatible with iPad as the current app version is in a vertical view for iPhone.

A potential feature of the platform could be to integrate with some trading platforms (Robinhood, Charles Schwab, etc) to automatically ingest a user's portfolio.