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Under review

stock & account matrix

papagiki 1 month ago in Website updated by SA Admin Kushal Mehrotra 1 month ago 1

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.

Thanks

Jim

Under review

Hi,

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

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha