This is the best software tool I've found for insight into my entire financial picture. The interface is clean, clear, and just customizable enough. Syncing is generally very good, with responsive support. Though, other platforms that sync using the same underlying Yodlee/Plaid engines seem to match the exact share/dollar numbers of the actual account more precisely for some reason. Overall investement analysis is pretty good. The most important factors are covered. There is class, geography, sector, market cap, but not investment style (value, blend, growth), and there is no analysis of fixed income/bonds (e.g., duration/interest rate sensitivity, quality/risk).