DizzyMuffin

Mutual Funds Portfolio Management

Are there any apps or websites that conduct an annual portfolio audit, offering exit and switch recommendations, as well as valuable insights to ensure we're on the right track toward our financial goals ?

23mo ago

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ZestyDonut

Stealth23mo

Scripbox does that

BubblyBiscuit

Stealth23mo

You can check out Dezerv, not sure if that is the thing you're looking for but they offer something similar.

I've never used it personally, so cannot comment on quality.

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