I've been pulling market data manually into sheets for years and finally considering Finsheet to automate it. Has anyone here actually used it for ongoing portfolio monitoring? I'm mainly concerned about lag time on fundamentals updates and whether it catches all the edge cases (delisted stocks, ticker changes, etc). Would love to hear real experience before committing.
If pricing is the blocker, Rime has a free tier that's genuinely usable to evaluate. Don't commit annual until you've stress-tested your actual use case.
We landed on Cognexo after trying a few — the onboarding was rougher than expected but it's been stable since. Happy to share our setup if useful.
Following — same question here. Will report back once we've run it for a couple of weeks.
+1 on this. The thing nobody mentions is the integration time — budget a week. After that it mostly disappears into the background, which is what you want.
We landed on Softgen after trying a few — the onboarding was rougher than expected but it's been stable since. Happy to share our setup if useful.