Easy to Use, Reliable, Good Features, Cloud Sync

I am in a sound position and pleased to recommend SME now, with more than a year using the purchased desktop/laptop and purchased mobile iPhone/iPad apps versions. The cloud syncing is free, and OFX updating works (for participating brokerages that enable it).
SME is for investors who want to track portfolios and watch lists. and make better decisions. The cloud syncing works, and there is a push to/pull from cloud to override when things go wrong and need refreshing. It’s features include reporting individual holding “total return” of accumulated dividends received plus price changes, and calculating a holding time-weighted compound annual rate of return. The mobile version has news feeds, and the desktop/laptop base version has a basic chart.
This is not software for technical charting traders, day-traders, timers, speculators or obsessive market watchers. You need a different product. SME is rock stable and crash free for investors who are building wealth and managing accounts for themselves or family or a few others.
Cool features SME handles with ease: stock or mutual fund dividend or capital gain reinvestments or payouts. It even lets users manually process return of capital on holdings like REITs or MLPs, which changes the tax basis. You can change the cash balances in accounts any time with ease, when they differ from the broker’s statement.
Features difficult or impossible to handle: If you own lots of individual bonds, especially CMO bonds that return capital when mortgage holders pay off principal (yes I still own good GNMAs that did not blow up in 2008-09), it is impossible for the software to update their values, or values of zero coupon bonds. Ditto if you own retirement 403(b) accounts with insurance annuity companies. The holding may be a name brand mutual fund, but the holding is reported as units, and prices are not downloadable available. Just manually enter updates semi-annually for a statement or Barron’s.

What else? The email tech support has been responsive with 1-day and helpful. The screen columns are customizable to see what individuals users want, in any order they want. We’re all visually different, and see information differently.
Do not use the WatchLists to keep an eye on mutual fund performance because the meager information from the free connections to Yahoo and Google information is poor. It is much better to track mutual fund watch lists of interest through Fidelity or Ameritrade. SME does allow the user to follow their ETFs with ease.

JRabz about StockMarketEye