I’m a new user. What I need is a list of my holdings with balances, asset category, account name, etc. for each holding. I can compile this myself by going to each of my brokerage accounts and downloading the data. I was hoping Tiller would make this task easier. The summary in the Tiller Foundation Template is nice, but I want all the data on a spreadsheet.
We don’t have holdings available just yet, but you can join the waitlist for access to this beta feature by completing this form.
You’ll receive an automated email with more details after filling out the form. I don’t have any timelines just yet on next steps with it.
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