Questrade Edge

This app desperately needs a sort function that consolidates positions across accounts so you have a simple list of Positions ranked by mkt value. The Group Symbols function is not it. I want to see all my AAPL, GOOG, etc. summarized on a single line, regardless which account they’re in. Instead group symbols creates separate pages for each company with line items for each account’s holding of that symbol. Not very useful for overview.

The app is generally quite useful but occasional glitches can make a user a bit nervous. From time to time things appear in the Positions summary that are factually incorrect. While the app still adds up correctly the individual equity sometimes appears to differ from the actual market price that particular day. As well the initial purchase price of an equity position can change which makes the transaction look much less successful I have not wasted much time holding but have sent a few emails to support and heard back crickets.

The app is pretty good now, especially compared to previous versions. Feature request: I need to see at what price an order will get triggered when I set up trailing stop orders by %. Other issues I face frequently: - it keeps asking for 2FA quite often. I use faceid and connect most of the time over VPN. - Notifications need to show at what price the order executed. I’d rather not log in to the app to figure that out.