Traditional banking customers are still just a policy change away from a locked account tho. Hard to avoid with current systems.
31 karma · joined February 10, 2019
EQZEN lets you track multiple stock portfolios, cash savings, and other investments in a single view. Creating a portfolio does not require an account and it's not linked with your trading account, all your data can be saved (i.e. downloaded) to your device.
EQZEN makes it easy to experiment with stock portfolios and compare investment ideas without actually buying anything, it also has basic stock information, such as historical price changes, peers, and news.
Michael Sjöberg
I actually don't get it, portfolio data can be saved to your local filesystem and is deleted when ending session.
You're right, should add some notification or indication that both are needed, or just make both available and ignore when calculating portfolio performance.
It actually refreshed automatically every 15s, but maybe a button to switch between manual and automatic would be helpful anyway?
EDIT: Could you expand on what features you are using, or what features are missing from your broker?
Could you expand on slot based positions?
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.