Excellent program!

This is perfect for the individual investor to track their portfolios.

Support is exceptionally fast to respond. I had an installation question and had an email response within two hours - had a follow-up question and another response within an hour.

I stumbled somewhat with the import until I realized that the transaction types had to be all one word with no spaces or underlines in the CVS file to correctly import (i.e. DividendReinvest insted of Dividend_Reinvest). Easily changed the CVS file with Excels find & replace and imported 11 years of transactions in 5 different portfolios with only minor changed that needed to be corrected.

I would have rated it 4 stars, but support was so great I went with 5.

hwillk about Investoscope