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by vladko
4027 days ago
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that's kind of what wealthbot does... you can set it up to manage your own portfolio.
i.e. you can set yourself up as an RIA and a client of your own firm, the on-boarding process for both sides takes 45 min total. And if you are good enough with writing code you can script all your setup data (we have examples of that).. than setup is even faster. Once that's done you can run the rebalancer on tolerance or quarterly (time-frame) basis to rebalance your own portfolio without any fees. You'd only pay fees with your custodian if you decided to execute the trades proposed by the rebalancer. |
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