Optimizing your portfolio across brokerage accounts - with Simon Roy




Tearsheet Podcast: Exploring Financial Services Together show

Summary: It's been a real pain for investors which multiple brokerage accounts to get a birds-eye view of all their accounts. Startup investment manager, Jemstep takes account aggregation to a whole 'nother level. Jemstep's Simon Roy joins me on Tradestreaming Radio to talk about how his firm's technology analyzes client portfolios. Once everything is thrown into the analytical blender, Jemstep clients are treated to a holding-by-holding analysis of their portfolios with concrete suggestions on how to improve/optimize their portfolios. This is exactly what I was describing in my book, Tradestream your Way to Profits, when I discussed the investing trend toward automated, professional-grade services. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.