Dear MoneyReady App users,
With our Wealthica integration, it is very easy to quickly import accounts into the MoneyReady App and many have imported portfolios with many investments.
You can also add the investments manually. In any case we have daily market data provided by Fundata for most Canadian and US stocks and Canadian Mutual Funds.
I'm happy to announce that the MoneyReady App now provides users the ability to optimize and rebalance their portfolios using Modern Portfolio Theory to maximize return and minimize risk, given the historical market performance of their assets.
I've written more about it in a blog post that you can find at https://www.moneyreadyapp.ca/blog/post/11.
This new feature is included with a subscription.
Your questions and feedback are always welcome.
Elisabeth Tillier, Ph.D.
Head of MoneyReady