Foliofn

[WTMHouston]

I agree that it has some of the features of sharebuilder, but this seems to cost MUCH less and also seems to be far more powerful in terms of screening tools, tax planning (it lets you designate lots for sales), keeping track of the CG consequences of trades (and making it available to download in an importable format), and the ability to modify and customize all of the prepackaged options.

I have no dog in the hunt over who uses who (and really don't care), but I have not seen anything before that combines tools the way this seems to do so.

I have not pulled the trigger yet, but am inclined to do so. I just keep waiting to figure out what the gotcha is -- since things that look to good to be true usually are.