Who this is for

Who might like this program

This program should match your needs if you meet some of the following conditions:

• You want to own your data instead of giving these away to a third party company
• You buy and hold investments for the long term hence you rarely sell any investment
• You own a small number of investment types and you diversify through funds such as ETFs
• You generate a small number of transactions, for example you invest once a month
• You are happy to maintain the records for all your investment transactions on a regular basis
• You own investments through multiple platforms and you want to have a consolidated view

Who might not like this program

This program will probably not match your needs if you meet the following conditions:

• You are doing frequent trading, ie you keep buying and selling stocks very often
• You are an active investor and you own lots of different shares to diversify
• You want your data files to be stored in the cloud and managed by a third party company