Alternative to 'Model Portfolios'
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Fuchsia Puffin
I find the Model Portfolios tool to be a little confusing and of little use to me as an individual investor. What I would LOVE to have is a tool that allows me to input all of my stock positions, including the date when each stock was purchased, average price per share, commissions paid, etc... and start receiving advanced portfolio analytics that shows me how my portfolio is doing versus an index of my choice, what the Sharpe and Sortino ratio of my portfolio is, etc. I would be willing to pay more for this tool. It would be perfect if I could input when I sell my positions (partially or fully), at what average price, and the commissions paid on the sale of those shares... so that the tool can actually track my portfolio's performance and not just the results of my open positions.
Conor MacNeil
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Conor MacNeil
Hey Diogo, we've been working on something like that recently, and you should hear more about it in the coming 1-2 weeks.
The first iteration won't have the concept of benchmarking or performance, but its heading down that path.
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Fuchsia Puffin
Conor MacNeil Hi Conor, looking forward to it!