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WealthBot.io

Open source wealth management platform

Featured comment

vlad ko
@vladkotwt · Master of Gears
@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 … See more

Discussion

Desi Saran
@desisaran · Growth Strategist, Lean Startup Machine
This is awesome, great to see some fin tech startups on here
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vlad ko
@vladkotwt · Master of Gears
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… See more
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Gene Kobilansky
@gkobilansky · Awesomer
Hey guys, I help with strategy and community development on wealthbot.io. AMA!
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vlad ko
@vladkotwt · Master of Gears
@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 … See more
Richard Kain
@richardkain · Messing around on software projects
This is one of the most interesting Product Hunts I've seen. The codebase of financial services in general is in general very closed of course. There are some very well financed companies like Addepar in this field and will be interesting to see how an open source alternative fares. Good luck! A peanut gallery comment on your model client(s) in the screensh… See more