Accounts should populate portfolio and loans

I have SimpleFin accounts that represent my stock portfolio and loans, I don’t want to have to import those separately, they should feed from my account info directly the way Copilot money does it. As is, much of budgets, analytics and the rest are obfuscated by my stock transactions which really should be excluded and presumably are if this is treated as a portfolio instead of a regular account.

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Status

In Review

Board
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Feature Request

Date

15 days ago

Author

Michael Shafir

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