Hello,
as new user, I have posted some first comments here:
Découverte de finary - Discussions sur Finary - Forum Finance n°1 pour les investisseurs en France - Finary
What I find most frustrating, and questionning the interest to use Finary on my side:
* I like the fact that on CTO or PEA, instead of asking a resync with banks, the number of shares and references of the shares is kept, so that the amount are updated automatically by Finary. However, I see plenty of mistakes which make the reporting unreliable. For instance: IE000BI8OT95 has increased significantly today, but is shown as 0% increase on Finary. Even yesterday, after a full week, multiple prices were wrong and not at the last known value.
For me reliability is number 1 criteria to select a tool.
* I am disappointed by the lack of basic features. For instance, for an “assurance vie” splitted between Euros and shares, we can see each part separately, but there is no simple view to see the global amount for this “assurance vie” with both combined, or I did not find it. On mine, I could even have some SCPI, FPCI… and if this is splitted in 4 different pieces, not so good. In fact, the view by type is OK, but would be good to also see it by account or even by bank as well.
* I agree with one on the comment above. Would be good to see only adults, or only children, rather than only the full family.
* Also lack of ability to manage private equity. The 2 banks I am working with (inter-invest, ramify) are not supported in the automatic synchronization. Also I would prefer to see the private equity in a dedicated section rather than in “other invests” with all the ones not supported together (knowing that I have entered them manually, and mentionned that they are FPCIs). But this looks less critical to me for now, as the values are updated every quarter, so doing it manually is not a big deal.
BR