1. I'd say somewhere between brokerage account(s), or similar applications, and spreadsheets, e.g. keeping track of investments made on multiple brokerage accounts. I currently use spreadsheets for this, but wanted an alternative.
2. This is definitely something to improve.
I'm currently working on portfolio tooling and your points are very helpful, thank you.
1. I'd say somewhere between brokerage account(s), or similar applications, and spreadsheets, e.g. keeping track of investments made on multiple brokerage accounts. I currently use spreadsheets for this, but wanted an alternative.
2. This is definitely something to improve.
I'm currently working on portfolio tooling and your points are very helpful, thank you.