The ability to view all reports in one place is great! I am able to see my portfolio within minutes instead of having to open multiple programs for each report that needs attention. There are some issues with this program such as not being very user friendly when it comes time to make changes or add new reports; however these problems can be overcome by using tutorials provided online. This product works well if you have many different types of investment accounts but do your research first because there may be other products out their which could better fit your specific requirements. We use this tool primarily to track our investments so we know what percentage goes into certain funds at any given moment during the year. It allows us also keep an eye on how much money we spend versus income coming from those assets.