Hi, I was told to email the request if I want a 7 day trial to the pro plan that integrates with Schwab.
I am making that request. I've used Koyfin top tier for I think three years now
I have one question, Ycharts reached out to me and said they have a number of integrations with platforms (Orion, Blackdiamond etc)
Are you considering such integrations? I currently use NEBOWealth build by people at GMO Asset Management.
(Personally I think integration with a player like NEBO Wealth is an both more impactful/useful and easier to do than something like Black Diamond.)
Best,
Rob Dainard, CFA
Phone 425-522-2322 Mobile 425-269-1995
13555 SE 36th St, 100 Bellevue, WA 98006