new products!

‘Advisor’
‘Manage’
What are these new P123 products? They sound cool, but details are light. :sunglasses:

Is there more detailed information about these things somewhere, and possibly an ETA?

Nice to see some growth happening, good luck with it.

We will be removing Advisor from the products very soon, sorry. It was supposed to launch this year but the advisor we were partnering with is no longer available . I also don’t think we were different enough in what we came up with, so not too exciting of a project. A lot of firms are now offering stock models with low fees and some have some nice twists. We have some innovative ideas for Advisor that we’ve been mulling, but no one to spearhead them at the moment (we’re open to partner with the right person).

As far as Manage… it was designed to facilitate deploying your models from the Research section, and also to make placing lots of orders a breeze. With a linked account a rebalance is just a few clicks. It’s still a work in progress and we can only send orders to two brokers at the moment (IB & Tradier) but more linkable brokers will be coming soon.

Thanks for your feedback

Also see https://help.portfolio123.com/hc/en-us/categories/360000983031-Manage-Introduction and https://help.portfolio123.com/hc/en-us/categories/360000981312-Linked-Accounts-