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Investment accounts/investment functionalities

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1 comment

  • Aleksei

    An investment solution can relate to different types of investments (stocks, options, investments with fixed interest rates, etc.) with different investment horizons (short-term, medium-term and long-term) to ensure the current/actual investment position and corresponding results in a predetermined investment period (month, quarter, year, year to date, etc.), as well as projected investment balances.

    Investment modeling can also be part of the solution, projecting the existing investment account position according to the results obtained in previous periods.

    TLDR: I fully agree with the previous opinion. I would like to see my investment portfolio, which would update data in real time.

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