Robo advisors
I have an investment account at a robo-advisor, which requires manual updating. What type of account is best for this?
The "Stock & Share" type requires me to input the unit and the price per unit. In my robo-advisor account, I don't control how my investment is spread to various assets.
The "Pension plan" type has a maturity date. My robo-advisor is not only for my pension. Even if it is, there is no maturity date as I can take out my money any time.
Should I choose "Alternatives"? This type requires me to input the current value and purchase value. I invest to my robo-advisor continuously so there is no single purchase.
I suppose in Strabo user interface, it's more like "Cash Account" although robo-advisors are investment accounts.
Any advice?
Hey Andre,
We mentioned this in the reply to your other issue, but I think for now you are best adding it as an alternative to be honest. We are re-working manual accounts from the ground up so that you should be able to add both brokerage accounts and multi-asset accounts, and have these reconciled on the investments page and the main Dashboard.
Apologies for the inconvenience! I've recorded your feedback for the change