Great so far, few suggestions:
-for some reason, some accounts need to be manually refreshed sometimes (IBKR for example)
-would be nice if asset or net worth page had a pie chart of holdings by symbol instead of just by account. Basically take the table already given on the right and include a pie chart of that.
-would be nice to eventually include time-weighted returns and benchmark comparison for liquid assets (basically just assets inside brokerage accounts)
Great job so far, looking forward to the mobile app!
Book your activation call by clicking the button below. Or call us now on
+1 213-325-5109 .
Book a Call
Alice, Customer Support
Start Your Free Trial
Thank you! Now Check Your Email...
A member of our team wil be in contact shortly to discuss your existing contract and the next steps to take.
We've sent you a link to verify your free account. Click the 'VERIFY ACCOUNT' button in the email to complete activation and access your REVIEWS.io dashboard.
If you have any issues then please open chat to talk to a product specialist.