Allow user to import Model Portfolio holdings from .csv upload or a watchlist
Planned
Adding the holdings 1 at a time is a bit cumbersome. A .csv upload could help significantly. Even watchlists can be created from a copy/paste of a list of symbols so using that as the input would work too.
I like this idea
I was looking into Y-charts because I was exploring TD's vendors and I was looking for a software to create portfolios in. After looking into the free trial I had a few questions. I see you are able to create model portfolios with the software. Am I able to upload client portfolios directly from TDA without having to manually enter the holdings. I currently use a tool called Kwanti, which this is possible. I believe your tool has more analytics to offer. Also, are their any PDFs or reports I can export or build using your software?
I was looking into Y-charts because I was exploring TD's vendors and I was looking for a software to create portfolios in. After looking into the free trial I had a few questions. I see you are able to create model portfolios with the software. Am I able to upload client portfolios directly from TDA without having to manually enter the holdings. I currently use a tool called Kwanti, which this is possible. I believe your tool has more analytics to offer. Also, are their any PDFs or reports I can export or build using your software?
jdbrown@aviancepartners.com ($4000)
jdbrown@aviancepartners.com ($4000)
Webinar:
lacey.cobb@personalcapital.com
paul.samett@eastlakescapital.com
jrobb@hzcapital.com
Webinar:
lacey.cobb@personalcapital.com
paul.samett@eastlakescapital.com
jrobb@hzcapital.com
Jeff Steele - Silverlake Wealth Management - $7,875
Jeff Steele - Silverlake Wealth Management - $7,875
Requested by Nate Blair at Palo Alto Wealth $3,600
Requested by Nate Blair at Palo Alto Wealth $3,600
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