ciju
Joined 16 years ago
Joined 16 years ago
We will soon add more import conveniences, like asking your llm to generate importer for your special pdf formats. See https://finbodhi.com/changelog for details.
We also write about related topics:
We wrote about comparing investment options: https://finbodhi.com/docs/blog/compare-charts
Benchmarking your returns: https://finbodhi.com/docs/blog/benchmark-scenarios
Understanding double entry account: https://finbodhi.com/docs/understanding-double-entry
Most recently we added support for creating custom dashboards. You can compare return with leading/trailing/rolling charts for investment options and benchmark (create custom dashboards tracking nav and value chart of) your portfolio (or a subset of assets you own) and US stocks, etfs etc. And family dashboard (e.g. you can see networth, cashflows, income, use sheets at family level and more). See https://finbodhi.com/changelog for details.
We also write about related topics:
We wrote about comparing investment options: https://finbodhi.com/docs/blog/compare-charts
Benchmarking your returns: https://finbodhi.com/docs/blog/benchmark-scenarios
Understanding double entry account: https://finbodhi.com/docs/understanding-double-entry
Most recently, we added support for comparing funds with leading/trailing/rolling charts and benchmarking (create custom dashboards tracking nav and value chart of subsets of your portfolio) and US stocks, etfs etc. And family dashboard (e.g. you can see networth, cashflows, income, use sheets at family level and more). See https://finbodhi.com/changelog for details.
We also write about related topics:
E.g. Benchmarking your returns: https://finbodhi.com/docs/blog/benchmark-scenarios Or, understanding double entry account: https://finbodhi.com/docs/understanding-double-entry
We also write about like:
How fund performance explain part of returns, rest is explained by timing. And ways to tease those out: https://finbodhi.com/docs/blog/benchmark-scenarios
Or, understanding double entry account: https://finbodhi.com/docs/understanding-double-entry
Supports multiple-accounts (track as a family or even as an advisor), multi-currency, a custom sheet/calculator to operate on your accounts (calculate taxes etc) and much more. Most recently, we added support for benchmarking (create custom dashboards tracking nav and value chart of subsets of your portfolio) and US stocks, etfs etc.
We also write about like:
How fund performance explain part of returns, rest is explained by timing. And ways to tease those out: https://finbodhi.com/docs/blog/benchmark-scenarios
Or, understanding double entry account: https://finbodhi.com/docs/understanding-double-entry
Most recently, we added support for benchmarking (create custom dashboards tracking nav and value chart of subsets of your portfolio) and us stocks, etfs etc.
I wrote about benchmarking here: https://finbodhi.com/docs/blog/benchmark-scenarios
NOTE: you can try demo without signup, but it doesn't work in Firefox Incognito mode.
Currently building https://finbodhi.com/
Open for short term consulting gigs.