Viewing profile — jjmaxwell4

The url got messed up somehow. Trying to delete but can't

I know that Cursor and the related IDEs touch millions of secrets per day. Issues like this are going to continue to be pretty common.

The idea of a universal AI assistant across the desktop is cool. Like the emphasis on local processing and provider choice. I have tried out V1 and while it's a bit barebones, the …

Hey HN, We recently launched a tool to compare ETFs that I wanted to share with the HN community. I've always found it difficult to quickly contrast important metrics between ETFs …

Yes we've thought about them a fair bit. We believe that in most ETFs right now the transaction costs are largely factored into either the expense ratio or the ETF bid-ask spread, …

You are correct the in-kind creation/redemption pushes any taxable gains/losses to the trading of the ETF by the holder, not the ETF itself. But there are some benefits to doing wh…

Other than fees, we are also quite a bit more customizable than most other options you mentioned. We let you do things like rebalance between positions and pick your optimization t…

No relation but I have shared some emails with the founder and we are both in SF I believe.

We choose to lead with the expense ratio savings in this marketing push, but I really think the platform allows for the best investment account out there with tax loss harvesting b…

I'd argue the specifics are quite a bit different than Yotta/Synapse. We do not hold any funds ourselves. You connect your bank and ach/wire money to an Apex bank account. You can …

We don't currently offer Roth IRA or 401K accounts, but once we do then yes it would be possible to transfer the account without changing the tax-advantaged status.

We optimize (look at the account) daily but only trade if the portfolio meaningfully improves. We take into account tax rates while optimizing your account. You can also chose to p…

If Double goes out of business, your assets are safe and held in your name at Apex Clearing. They have processes in place for these scenarios to help you access and transfer those …

Yes we allow this right now very easily, although we don't call it "soft shorting". You can remove or de-weight specific stocks or sectors quite easily.

Fair point! We also let you build a pretty customized indexes, and migrate between positions easily over time. For example, you can diversify away from your employer or your employ…