Active Portfolio with Alerts

I was using Robinhood for over a year and loved how well they displayed stock positions and portfolio performance. I recently moved away from them to a big name brokerage whose app is not nearly as good. This app allows me to track my portfolio performance and gains without me having to provide the user name and password of my brokerage account (something no one should trust to an app). Love the interface and that I can manually build my portfolio. The only suggestion I have is to add an iOS widget. Robinhood had one and it allowed me to see the portfolio without opening the app. That would make this a 5 star app.

I have found the Active Portfolio to be a great tool for managing my investments. I am retired and manage my own portfolio. The TA and FA scores have been very predictive based on my experience. I had contacted the developers about adding a ranking of the TA and FA scores by high to low or low to high scores. It was just added and a great improvement. I was very impressed that input was considered and acted upon if it makes sense. So thanks for the great app. I have started investing using a robo broker with the concept of investment pies (sectors). I have already started setting up my portfolios by each of the pies. It gives me significant quick analysis of every sector as measured by the individual stocks in the sector which I fully manage. A great tool for the cost annually (top level for me) and I have recommended to all my friends.

This app has basic functionality and I am impressed that the developer seems to actually read review comments so I am recommending the following improvements: - The circle/pie charts need to show all holdings in the portfolio and not just show 100% stock. As they are now, they are not helpful to show distribution of holdings. - The Summary roll-up needs to show the percent holding of each of the portfolios. This is critical for tracking distribution and checking to see when re-balancing might be needed. A circle/pie chart at the summary level would be a nice feature to illustrate the percentage of each portfolio. - If the stock being tracked is a mutual fund, the dollar amount listed under "Today's profit" should not reflect yesterday's profit. The amount should be zero or a comment saying "waiting for market close." - News alerts are hard to decipher. This may be a formatting issue. Also many of the alerts seem to not be applicable to any of the holding in my portfolios. - Need charts for mutual funds - Kind of cool that stock charts show continuous (after hour) trades but please format the 5 day chart to make it easier to see the start and end of trading for each day. - Would be nice if the summary page also listed the major stock indices so one can gauge the market and/or make comparisons between portfolios and market performance.