One of the best investment monitoring apps on Mac

I manage a variety of investment holdings for myself and have struggle with some of the apps available for the Mac as most were not very robust or the robust ones were not very user-friendly. This program was one of the best I found because it is really easy to use and navigate. It basically has all the essential reporting tools you get with premier brokerage accounts onlin, such as pie charts showing holdings and you can setup your own categories of investment (IE Long Holds or High Risk or Tech Company, etc.) and see your holdings by your own category. The downloading function of quotes and info works perfectly and in the background and the watchlists are very useful.

I really like the ability to add ‘notes’ to each stock, for example, target sale price or purchase price or other items revelant to the investment (you can’t do this on your brokerage website) and that is why I use the program. My only pet peeve is that adding holdings to your portfolio is a two step process, first add the symbol to the list and then buy the symbol in your portfolio, should just be one step. I would also like to see the database allowed be to hosted/synced via iCloud, it does not play nice on network or cloud drives when I tested (so you can access from multiple computers), but works fine on one computer with a local databse.

Great app that is very stable with no real bugs.

AskJeevs about Investoscope 3