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Hi everyone,

I have a few different brokerage accounts and currently just manage my holdings on a spreadsheet to stay on top of it. I also was looking to potentially go cross-asset class and add a small amount of crypto to the mix.

I tend to use just basic portfolio theory to optimise my holdings and their sizes.

Has anyone used a tool or product that lets you do this in one place? Or at least add crypto to your exposure while optimising the holding relative to my stocks etc?

Thank you!



Submitted November 03, 2021 at 12:48PM by hex72 https://ift.tt/3k5j6EN

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