ZestFi Product Update (Mar 2024) NEW Equity Explorer and more

1–2 minutes

I am thrilled to present the latest updates to ZestFi products as part of my ongoing commitment to enhance your user experience.

Introducing the Equity Explorer ($4.99 or FREE to existing customers of the ZestFi Stock Portfolio Tracker)

Features

  • Scorecard: Displays live quotes of major indexes in the US, UK, Europe, Asia and the forex market.
  • Customize up to 4 FX pairs
  • Customize up to 4 moving averages for either daily or weekly chart
  • 3 additional customizable columns of financial attributes

The Equity Explorer will be built into the latest version of the ZestFi Stock Portfolio Tracker. Existing customers, please access your purchase from your receipt or your Gumroad library to find the link to the latest version. Click here for detailed instructions.


Updates to the ZestFi Personal Income & Expense Tracker

  • Automated upcoming billing email reminders sent to you every month
  • Automated upcoming billing reminders created on your Google Calendar every month
  • Recurring Transactions Input Form for batch input of repeating transactions (for income AND expense)
  • Flexible naming & remarks creation for batch transactions
  • Custom menu for easier access to key functions
  • Introducing Flex Queries!
    • Highly flexible queries that let you filter & sort your transactions by various parameters
    • Customizable date range
    • Filter by payment method, currency, category or subcategory

Meanwhile, check out the New Setup Guide.

Existing customers, please access your purchase from your receipt or your Gumroad library to find the link to the latest version. Click here for detailed instructions.


Happy investing, 

Joshua

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