For manually created Investment Accounts, I’d like to be able to manually add holdings information, ideally through a CSV or some other quick import options so I don’t have to enter tons of data.
For manually created Investment Accounts, I’d like to be able to manually add holdings information, ideally through a CSV or some other quick import options so I don’t have to enter tons of data.
Please authenticate to join the conversation.
Planned
Feature Request
Platform
11 months ago

Stuart Lawder
Get notified by email when there are changes.
Planned
Feature Request
Platform
11 months ago

Stuart Lawder
Get notified by email when there are changes.