I do this already on a spreadsheet, which is fine. However, I would like to know if there are any platforms out there (schwab, fidelity, etc) that allow you to manage and logically create groups for the equities you own in your account.
I do this already on a spreadsheet, which is fine. However, I would like to know if there are any platforms out there (schwab, fidelity, etc) that allow you to manage and logically create groups for the equities you own in your account.
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