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One of the biggest frustrations with using any portfolio management tool is keeping it up to date. Whether you’re using a spreadsheet or an online tool, keeping your portfolio up to date can be time consuming, tedious and confusing. We know that in order to get To solve this, we have built a way to allow seamless connection to your broker, so your portfolio will automatically stay up to date.
This has also allowed us to rebuild the portfolio from the ground up, meaning that we are no longer tied to the decisions that have been made in the past, and we can innovate and build the best portfolio management tool.
At this stage, the portfolio has very similar functionality to the existing watchlist, but we are actively defining the portfolio specific improvements that are going to be built, including the analysis that will be added.