True TWR system
A TRUE way to keep track of performance like a true Time Weighted Return scenario. Don't just keep track of our current holdings. Let my tell you the real cash and keep track of all the historical by/sl so I can get a REAL return on my investment. Talk about a game changer.
Of course that means you have to provide a way for us to upload our transactions. Example: Can get schwab tx for the month including dvd/int, let us import that stuff.
All that being said, I understand you have to limit it to what you can price so basically stocks, MFs, ETFs...etc and no fixed income stuff.
Easily worth what ever you want to charge for it.
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Phillip Vong
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