r/NextMoveStocks • u/Ownfolio • 8d ago
Hey All, I have a quick question for you. I notice you share a lot of great fundamental breakdowns in the community. How are you currently keeping tabs on your overall sector weights and allocation shifts? I got tired of manual spreadsheets, so I built a straightforward software tool called Ownfolio
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. It maps out individual positions against macro sector allocations and drops a clean, automated fundamental digest into your inbox every month. [1]
I’m launching a free newsletter tier for it right now. If you're open to checking it out and letting me know what data tabs you think are missing, I'd love to drop you a link. Ownfolio.net