So great to have tried this out as it answered most of my gripes about other portfolio apps. Being able to merge multi-piece trades into one to find the avg cost etc was a game changer for me. I also really appreciate the ease of use for drilling into individual wallets or exchange holdings. So great. I wasted so much time trial testing other software which usually had some sort of roadblock to edit or find transaction data. Can’t say enough about this…I am so frkn happy.
Hi @A_Freeman!
This is awesome to hear, thank you so much for taking the time to give us your feedback.
I know with the run up to many peoples’ tax deadlines quickly approaching it can be a stressful time, so it’s great to hear we were able to make it easier for you.
If you need any support with your wallets/transactions, please don’t hesitate to get in touch and have a great day.