Brilliant product, invaluable.

I like the fact that the web support is helpful. For example, my broker Finecobank, was not set up with them, so I ask, and they enabled integration.

There is a small lag, as it is database intensive. But its only a second or so.

Walking away because I need a more complete solution.

Seemed like it should handle everything I need, including ability to group holdings across brokerage accounts according to user need

Can't auto-import your portfolio from even the most widely used brokerage in the USA, Fidelity. Can manually upload with a spreadsheet -- but only trades, not dividends. Can't automatically learn about new transactions in the brokerage account without needing access to my broker emails (transaction confirmation) -- which don't provide share counts.