Have you ever wondered how much you've made from dividends in total?
Have you ever wondered how your portfolio is diversified across sectors, securities and strategies?
Have you ever wanted to employ sophisticated quant strategies but can't gather all the necessary info?
Building a really cool app lately:
- Pulls in your account from your brokerage.
- Gives you education about each holding
- Statistics and metrics on entire portfolio and each holding
- Select from known quant strategies to build from
- Screens potential buys for your strats
This is what I call the "Upfront Theory":
If you want a value of some kind in your life you MUST pay upfront.
Want a better job:
Learn more skills upfront
Want to be trustworthy:
Be honest upfront as often as possible
Want to be fit:
Go to the gym and exercise upfront