Expanding investors’ visibility to their brokerage accounts
We’re excited to announce that we’ve launched new transactions screens to our SDK to support our core products, PortfolioView and TradingTicket. These new screens provide investors with great visibility into their accounts.
Users will now be able to view their transactions… trades, deposits, dividends, interest, etc. The new screens for transactions will be accessible via PortfolioView, where the end user can select from the activity menu in the upper right corner. These new screens can be stand-alone screens as well if you have built your own portfolio tools, similar to how partners can integrate the order history screens.
We’re thrilled to extend this new feature and hope your app users will benefit from it!
For more information about the new screens, check out the documentation here.
Email firstname.lastname@example.org for more details or with any questions.