Looks really cool, very much appreciate making it free/select price.

Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much unusable (can't submit!)

Issue was only with add account, so continuing to try to onboard myself.

Is there more detailed documentation available? A few troubles I've run into:

- Having trouble with stock splits -- Schwab simply reports the added shares, not the split ratio, so I can't do it via csv import

- Separate but probably related, if I add some shares back in 2022 (e.g. SWPPX, a SP500 index), the "performance" shows essentially immediate -90% return. I suspect this is also related to splits; possibly Yahoo finance retroactively applies the future split quantity on historic quotes. Edit: figured this out, I'm responsible for entering any splits across the history, it seems

- How do you designate the counter-account for transfer-in / transfer-out transactions?

- Schwab does some funny business with date strings occasionally ("03/16/2022 as of 03/15/2022"); not your problem per se, but interpreting either presented date would be better than quietly defaulting to 1970

- In the activities tab, I can only reverse date order in list view, but not grid view

- As a wishlist item.. default csv import settings for major brokerages would be great, considering this is in principle how you're expecting users to repeatedly interact with the software

- Maybe I'm missing it, but is there a simple way to see the list of accounts you've created? This would seem like a very basic feature. Edit: okay, I see them in dashboard, but can't add them there. Would seem like an appropriate nav column entry.

I don't mind dumping in a few csv every month to update, but having to manually fix my csvs before upload adds a lot of effort.