None! You just log in, build/import your portfolios, and you’re up and running!factorE currently supports…
Conor RoodOctober 14, 2020
What is the private asset feature? Introduction to the private asset library, sharing/permissions, updating, etc.
Conor RoodOctober 14, 2020
Edit your portfolio by adding or removing accounts, adding assets, creating custom assets, and more.
Conor RoodOctober 14, 2020
Uploading a csv file or setting up an integration to load your portfolio into factorE
Conor RoodOctober 14, 2020
Launch of factorE v1.0: Black Diamond Integration, Multi-Account Portfolio Analysis, Proxy Assets
Conor RoodOctober 14, 2020
Smart beta vs. factor investing, factor definitions & smart beta performance.
Conor RoodOctober 13, 2020
Differences between a market cap, fundamental & active strategy. Additional FANG weighting comparison.
Conor RoodOctober 13, 2020
