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M1 Finance also has this capability, does it not? Lyn Alden maintains her newsletter portfolios using M1. (I'm Canadian and to my knowledge, no established comp
by debo_ 2y ago
M1 Finance also has this capability, does it not? Lyn Alden maintains her newsletter portfolios using M1. (I'm Canadian and to my knowledge, no established company does this well for Canadian accounts.)
- jjmaxwell4 2y agoAs far as I'm aware, M1 does not offer automatic portfolio rebalancing or optimization. I also don't think you can really do any sort of direct indexing as you cannot lower the weights of any stock below 1%. I think we have a few extra features as well and would love for any M1 users to check us out.