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@cfosilvia Really great ideas with pretty makeup. However, under the sheets it does not track transactions. It syncs snapshot level information only and does not yet do transactions. Synching has stopped for over a week from Fidelity (no API blocking). I had such high expectations for this product that is seeming, hopefully in alpha and WILL BE (???) a product that matches that pretty UI. On a side note, the AI implemented (Sylvia) is very nice, conversational and informative. It's a shame I was not able to dig to deep because of no transactions. But it answered basic allocation questions and understood a lot about the ETFs and Equities in my portfolio. I finally closed my account after having support ignore me over a week while my account was not syncing.
Want a sneak peek at Silvia in action? Give her a call at 406-629-1990 for a quick demo—experience firsthand how she'll help manage your assets! Ask her about your net worth, transactions, properties, vehicles, and much more.
@cfosilvia Really great ideas with pretty makeup. However, under the sheets it does not track transactions. It syncs snapshot level information only and does not yet do transactions. Synching has stopped for over a week from Fidelity (no API blocking). I had such high expectations for this product that is seeming, hopefully in alpha and WILL BE (???) a product that matches that pretty UI. On a side note, the AI implemented (Sylvia) is very nice, conversational and informative. It's a shame I was not able to dig to deep because of no transactions. But it answered basic allocation questions and understood a lot about the ETFs and Equities in my portfolio. I finally closed my account after having support ignore me over a week while my account was not syncing.