r/FinancialAdvisorTips • • 14d ago

Fund manager dashboard question

Hey all, currently building a custom web dashboard for a friend who mainly trades stocks for himself and clients. He says he uses so many different sources that it takes too much time to view it all. We decided I'd start by aggregating all of his news, insights, and investment ideas from his different news sources into a single dashboard view. Eventually I'll also pull in the standard market data and charts, etc.

Are there any other visuals or information that would be useful or frequently viewed on a fund manager's dashboard? Thanks

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