vlad ko

started using the product yesterday and already see a lot of value... what would a great a addition is an automated slack reminders. also it would be great to have the reminders be somewhat intelligent based on time zones of individual team members. (if no status has been posted by set time, a reminder should be triggered. ideally the deadline should be adjusted based on users' time zone.. or...

@andrzejb200sx ... i think the calculations might be different, but the basic premises should be the same.. for example the key is to find which holding is the most out of balance, and bring to accepted levels (as funds allow) either by selling or buying more. secondly you'd like to minimize the amount of trades executed (to reduce cost).. and finally you'd like to take care of the most of out...

we've recently launched wealthbot.io ... would love to chat at some point in time.

Hi, Product Hunters... I wanted to give you a quick intro into what webo is, and why we've built it... Wealthbot.io automates a lot of the RIA’s non-value add tasks so she can focus on her client relationships and her client’s goals. Webo will ensure documents are flowing electronically, he will happily apply tax loss harvesting and rebalance portfolios on household and account levels, he...