What a mess
The interface is attrociously bad, and it cannot even show historical data for my mutual funds that are available all over the internet (google, yahoo, fidelity, morningstar). Building a simple portfolio requires idiotic gyrations. If you go to your portfolio, there is absolutely no way to add an investment. That’s right, it’s just a blank table. How is it possible that there is no mecahnism to add an investment when looking at your portfolio. I checked the help file, and found out that the only way to add an investment to my portfolio was to leave my portfolio. You have to go to the “Library” and search for the investment. Then, as a separate step, you have to go back the investment you just added, and “buy” some of it. And then in that process you can choose to reflect the investment in your portfolio. I’m not sure how much more complicated and convoluted one could make the process! Oh, and if you have any holdings in gold or silver, forget it. If you try to add “gold” to your library, you can only find stocks and mutual funds with the word “gold” in their name. Considering the exhorbitant asking price, there is absolutely nothing to recommend this mess.
I already have a nickname about Investoscope 3