Inspired by Users
I am pleased to announce that now you can group your portfolio holdings to up to three accounts, and turn each on and off. Right side of the portfolio page will only analyze what is turned on.
In particular, this is inspired by a comment from our longtime user on Reddit:
Why This Is Cool
So what can you do with this? Let’s look at a few real world examples.
A 20-something Hello Money user posted on Reddit: “Budget conscious bride, don’t want to destroy our savings for the wedding. Help me streamline the wedding budget?”
Then she shared this portfolio with three accounts to explain her financials. She received 200 comments about how to cut down her wedding cost.
Advisor vs. DIY
A 30-year-old user is wondering whether he should continue working with an investment advisor, or go DIY and design his own. He asked Reddit which portfolio design is better: Advisor’s or his.
After examining both options on one portfolio page, Redditors decided DIY version is more promising, and provided helpful comments how to make it better.