I don't see an option to add the Mutual fund or stock Manually. that would be a great addition to the existing way of auto inclusion of Mutual funds. because in a family we have Mutual funds in multiple family members name. so as a collective view.. we have to depend on Excel sheet.. this addition would be a great help.. this is allowed in MC or Value research etc.
1 Comment
G
Gayathri Ravi
said
2 months ago
Hi Karthik,
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 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.
Karthik Manickavasagam
I don't see an option to add the Mutual fund or stock Manually. that would be a great addition to the existing way of auto inclusion of Mutual funds. because in a family we have Mutual funds in multiple family members name. so as a collective view.. we have to depend on Excel sheet.. this addition would be a great help.. this is allowed in MC or Value research etc.