When creating a pie chart, it would be great if I could label each slice of the pie with its monetary value. The legend shows the percentage of the portfolio for each slice, but not the money. It is nice to have both values (percentage and NAV) on one chart.
Since converting to your software, I find the pie charts helpful to show not only what we've invested in, but also where (broker). It's an immediate way to see who has the money and the asset balance.
Totally a fan of your software, by the way. But you already knew that.
This fills a much-needed niche for the individual investor and the private executive accountant who is "herding the cats" for someone. Sure glad I found you!