Prashant
1 review written · 1.0 average
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Reviews by Prashant
★★★★★
One of the worst designed portals. Simple things don't make sense and is very frustrating, clunky interface. Can't export data out in excel. The transactions already recorded won't show up in the quarterly holdings so then you have to go back and look at every single trade. Not only that, when you edit a trade in your holdings and save changes, the entire security record will just disappear from your holdings. Automatic calculations of holdings is severely flawed. Overall a very unreliable tool not ready for prime time.
