Under Powered
I find this application to be very much underpowered. It’s graphics are poor and it does not provide any method for a do-it-yourself investor to analysis a portfolio. I am thinking here about P/E ratios, yields, etc. Also, it has an American focus on financal reporting in that it uses terms like “short term capital gains”. Short term gain profits are no different than long term gain profits where I live (Canada).
I think the lack of good quality financial software packages on the Apple products is a real bugaboo. Many people, espeically retired people, have to monitor their financial holdings more carefully than this software package allows.
Wobbles7388 about
Banktivity 5 (formerly iBank 5), v5.1