Hi Mark,
I've been using this software a couple of days now and am thus far very happy with it. I spent significant time trying to find the best software for comprehensively tracking my portfolio - this takes the cake.
The largest issue for me is that PM does not support margin, leverage, derivatives, shorting etc. The fact that the software has no built-in method of dealing with these things makes it necessary to hop through extra hoops to get to an imperfect approximation of what I want.
Relatedly, I find it important to differentiate between the value of an investment, gross exposure, and net exposure.
These are, in my view, essential features to portfolio management and the absence of them drives me to switch to another software. And I would if I a viable alternative existed. I'm staying not because FM is so great but because everything else is so bad.
Would also be nice if GUI was updated to something more modern .
Appreciate the active customer support.