I have multiple portfolios across brokers and 50+ stock holdings. I used a number of online spreadsheet templates to track my income for a long time, but it just became too much work and led to occasional errors. This site makes it easier for me and more reliable. The broker sync works well for 2/3 of the brokers I have, but has mixed results for the other. I reached out and they mentioned it's a work in progress improving the automatic syncing for most brokers. I'm still able to track that account well since transactions are pretty easy to add, even if not automatically synced. One feature request: I'd like to add custom notes to a chart or a position holding, which would help me track some thoughts.
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