stock & account matrix

  • updated
  • Under review

I have the good or bad fortune of being the finance patriarch for my family.  I am constantly adjusting positions across 12 accounts and two brokers.  My process is to update a matrix I created on Excel with accounts across the top and holdings down the left column.  Then once each month, I enter the dollar values within the matrix.  Then is a holding exceeds my allocation per cents I will execute trades to correct the issue.  That takes a lot of time.  It would be great if you would create the matrix based on links to brokerage accounts.  That would be a nice value added feature for your clients.



SA Admin Kushal Mehrotra
  • Under review


Thanks for the feedback, I'll be sure to relay the same to or product team.

Kushal Mehrotra
Data QA Analyst, Seeking Alpha