DizzyMuffin
DizzyMuffin
26mo

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 ?

26mo ago
ZestyDonut
ZestyDonut

Scripbox does that

BubblyBiscuit
BubblyBiscuit

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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