[scubakid]

sounds like that would also mean overhauling the data model to track individual positions within every account, not just balances?

and then folks would expect every account's asset allocation to be automatically derived from those positions too I imagine? that would differ a lot from how asset allocation modeling and change over time currently works in the tool.

maybe I'm missing something, but it feels like there could be a lot of complexity here that would need to be carefully weighed against the product vision and other things on the roadmap.

[yesimahuman]

I think all I can do as a customer is just say what my biggest pain point is (having to copy and paste a bunch of values every time I check in with the tool) and however you think it's best to solve that, or to not solve it, is really up to you.

I think adding account linking is something you absolutely should not do, that definitely will add so much complexity and also touches up on people's security fears around 3rd party linking, so definitely don't do that.

Will keep using the product for sure. Nice work and congrats on the success so far