interact withI remain available to beta test for you with clients at Schwab and Interactive Brokers. -CB3

For those interested, I will share some updates on how we are progressing with this project to support daily syncing of integration accounts. The TLDR is that we are approaching the light at the end of the tunnel.

This functionality represented a monumental build. We have developed a new model/architecture to support such a large scale of daily automated syncing. This was important not only to support current demands on the system, but to future-proof it and make it scalable as Koyfin continues to grow.

The "plumbing" for this functionality has been created. We are now in the process of (a) adding the complimentary visual aspects of daily sync (the UI) and (b) testing this in production with a small subset of users to iron out kinks. We will gradually be inviting more users to participate in a beta.

The current focus is to scale this beta to more and more users, across different integration partners, continue to monitor and test for issues, and eventually roll this out to everyone. We are now at the home straight phase.

Our initial feedback sessions with beta users have helped us understand that there are a few quality of life improvements to be made. Things such as improving the search experience, supporting the bulk movement of accounts and portfolios, and supplying the homepage table for client portfolios with more meta-data on the accounts. These improvements, which are underway, will help organisation, identification, and movement of accounts. There are more improvements we plan to make too.

Thank you for your patience here. We appreciate it has been some time since we embarked on this journey.

Kind of makes the whole Advisor subscription a useless time sink unless accounts update overnight.

The sooner the better. All of my Schwab portfolios are very stale. I am tired deleting and re-adding them every day!