Beta Testing Version OXYFINZ: - 4 ⭐ (Awaiting full version to decide on 5 ⭐ rating)
Pros
It’s a perfect investment platform having a great interface that simplifies portfolio management and tracking. It is also very user-friendly / seamless transactions with real – time monitoring which enables to take important investment decisions immediately. It is very easy to export the full portfolio to Excel for more flexible viewing for everyone’s requirement. All Transactions report is very helpful and flexible, can view investments as per Banks, Category, Name, Ticker, Ref Id, Currency and so on. Since it’s a Beta version many reports I’m yet to experience but so far, the reports available are helpful (E.g. Overall Summary shows all investments with every possible detail including the real time Market prices, Gain / Loss).
Cons
Since its still in Beta Version there were few challenges as initially entries require correct security tickers to show real time market prices, Gain / loss. To find correct tickers for investments website had been shared by the developers which was very helpful (https://markets.ft.com/data). To enter Hedge Funds / Equity Mandates Standalone model is missing and so must show them in Other Assets which was confusing initially.
Overall, a complete Investment Platform – Efficient, Reliable, User – Friendly, Innovative, AI – Enabled Software, Awaiting the final version to launch so I can be one of the 1st Subscribers for this amazing software.
