Viewing profile — geno149

I see what you're saying. Agreed, there are barriers to entry and the market is competitive. I think one place we haven't been clear yet is what wealthbot.io does. He doesn't actua…

And the actual data is here - https://github.com/wealthbot-io/wealthbot/tree/master/src/We... Here's some more info on working with Symfony's fixtures bundle - http://symfony.com/d…

Mike, these are great ideas, we definitely want to make it easier for users to setup their own account. Just so you know, our roadmap is public - https://trello.com/b/klhsT5Xj/weal…

So, betterment (for example) offers something called betterment institutional where the advisor has to pay that same .1-.3% of AUM to provide those services to her clients. This en…

Are you saying all software used by RIAs has do be vetted and audited by FINRA or a CRCP? I don't believe this to be true. We don't offer advice, only code. Could you point me to a…

I like the cut of your jib! Let me know if you have any questions once you decide to give it a go.

Yes, I'll be the first to admit our documentation needs some work. How about screencapture gifs? Example: http://i.imgur.com/DsZx51m.gif As far as the Symfony upgrade, great minds …

I agree with you - that wording is unfortunate. That being said, better to think of the risk profile questions in the demo as "dummy data". And it's pretty easy to change. Go to Ad…

The install process in the readme is recommended for your local development environment, not prod. I'll be the first to admit our documentation needs more work. If you have any que…

Yay, thanks for that! Fixed. That's been so annoying.

You could use it to track the performance and to rebalance your own portfolio. Here's some background on rebalancing: http://www.bogleheads.org/wiki/Rebalancing Btw, I highly recom…

None actually. Haven't gotten around to troubleshooting linguist yet - https://github.com/github/linguist#troubleshooting