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Picket Invest
Estimated
May 2024
Category
Uncategorized
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2
Import Assets into Investments PIP (aka Manage)
in progress
Leo Orozco-Mulfinger
Investors should be able to add/import existing portfolio. This import should be easy enough for a final user to self service on the IO PIP side.
Both Bulk Import and Individual Import is needed.
March 17, 2024
F
Filip Witkowski
marked this post as
in progress
·
May 24, 2024
·
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Leo Orozco-Mulfinger
marked this post as
planned
In so far as Manage PIP needs to grow up, we'll need to support with the appropriate importing set of features.
·
March 17, 2024
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