Uploading brokerage portfolios
KB
Kaushik BanerjeeMay 06, 24 | Posted in general
Hi Guys,
Is there a way to upload or view and analyse broker portfolios in Portfolio Lab ? It would be a very useful feature.
Thanks
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Dmitry ShevchenkoMay 13, 24
Yeah, I think using the import functionality is currently the easiest option. We periodically evaluate different third-party services that allow connecting brokerage accounts directly, but we haven't found one that works reliably enough to use in production.
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