Potential Tools Assessment

In no particular order:

NetWealth: No. After logging into the account on the website, always says too many redirects occurred. Already cleared cache and cookies and still showing the same error. If website has issues, it’s a huge red flag not to proceed with their services. Also tried downloading their mobile app. Interesting enough, it works and was able to log in. However, I don’t see the Research stuff anywhere since I did sign up for a free Research account. Too bad for them. It’s their loss, not mine.

Sharesight: No. Already mentioned my comments on a prior post. Info seems static (uploading data), and not dynamic (data syncing automatically), so it’s not sustainable for the long term. Seems good for novice investors, but not as helpful for us experienced investors.

Selfwealth: No. Many forums posted poor customer ratings. Also their website info seems to be gimmicky. Low trading fees feels like a switch and bait method, where they tack on additional fees elsewhere, hence, the poor reviews.