Import very weak, and does not import from brokerage accounts
I bought this App because it has a performance report with IRR, this is unique and valuable, now, if only I could manage to import my data…
After buying Investoscope, I realized that to get started, I have to export my transactions from my brokerage account at Schwab to a csv file, and import them into Investoscope. What a disapointment, this usually never works smoothly, and this App is no exception.
After explaining what the columns in the csv file means, it failed to understand anything other than 1 single position out of about 50 that should have been there.
The file is from Schwab, a large broker, its surprising that such an expensive App does not support direct connections to brokerages and import in a "live" fashion, this may have been aceptable in 1990s, but not today.
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Investoscope