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Including Family Accounts from Brokers

It would be wonderful if you had the option to incorporate our Family portfolios from Zerodha, as it will be useful for us to assess our overall net worth and make tax preparations. (e.g., like other portfolio management sites, which have that option.)

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Hi Vignesh,

Thanks so much for reaching out about this and sharing your perspective. While we currently don’t offer this feature, this is indeed a great one from a user's perspective. Truly appreciate you explaining how it would help you out. We have had other customers asking about this feature as well. 

We have passed along your thoughts and needs to our product development team for now. Additionally, we have added you to the follow-up list, so as soon as we do have news regarding this feature, we’ll be sure to reach out. 

Feel free to let us know if you have any other questions or feedback.


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