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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Hi @heather ,
Quick 2025 check-in: what are the hard parts of this feature?
My assumption is we just need to parse stock holdings from each brokerage account. Shouldn’t a full-time engineer be able to ship this in about a month?
Welcome @allenchen.capital
It’s not that it’s hard, it’s more that we’ve got other priorities that have taken precedence.
Thanks for your response!
Tiller is a great product and offers much more flexibility than other apps and platforms. It would have even greater potential if it could include stock holdings as well. (I still really appreciate how powerful and well-designed it already is.
I would also very much welcome having a list of holdings with dates, basis, prices, etc, etc. People have been asking for this for 5 years.
BTW Quicken seems to do this.
Thanks.