Please share your thoughts later on!
For our passive portfolios benchmarking doesnât make much sense anyway, since we are not actively trying to create extra yields above of the general market.
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Itâs not the most important feature, but if you overweight some asset classes like EM or small cap, itâs always interesting. In any case, this info is available in the IB interface.
After the closure of Google finance account, it was the best platform found. Also the price are updated only once per day, not an issue, but interesting to know
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I use this platform for more than a year, if you have any question
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Just opened the account and imported data from Yahoo Finance.
Love its richness of detail so far!
And even sorts out the USD-CHF currency gains etc.; impressed!
Thanks for that. Out of curiosity, do you use the paid version? Which one? The price seems a bit steep for me and unfortunately I have a portfolio of over 10 securities.
No, I use the free one because I only have five funds.
I havenât yet taken the time to look into is seriously; does anyone know if it helps with the rebalancing part? Can you define a target asset allocation, in % ?
I just check their forum and there seems to be some beta support for IB. That is indeed very interesting.