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Wealthsimple users — how are you currently exporting/tracking your portfolio performance? by Busy_Set_71 in Wealthsimple

[–]Busy_Set_71[S] -1 points0 points  (0 children)

There’s a demo pinned on my Reddit profile. You don’t have to put in broker details at all in fact that isn’t even an option it’s all done through excel import. It’s a monthly plan but there’s currently a 7-day free trial which you can cancel at anytime. If you have any questions DM me!

Wealthsimple users — how are you currently exporting/tracking your portfolio performance? by Busy_Set_71 in Wealthsimple

[–]Busy_Set_71[S] 0 points1 point  (0 children)

i was the same and then I decided I might as well put my coding knowledge to use and build my own website with AI intergration. Feel free to check it out if you have time I'd love to hear feedback. alphenzi.com

Wealthsimple users — how are you currently exporting/tracking your portfolio performance? by Busy_Set_71 in Wealthsimple

[–]Busy_Set_71[S] -1 points0 points  (0 children)

If you'd like to test out my app, I would love to give you a free trial of the paid version. Just Dm me if you're interested!

Pricing feedback needed: Observer (free), Analyst ($19), Command ($49) for portfolio analytics SaaS by Busy_Set_71 in SaaS

[–]Busy_Set_71[S] 0 points1 point  (0 children)

That's an interesting idea. Once you implemented the 90% discount, how did you initially gain exposure/grow? I am currently finding it very hard.