UBS Acquires Wealthfront for $1.4B

Re:UBS Acquires Wealthfront for $1.4B by mbesto on Wednesday January 26, 2022 @05:34PM (#30093079)

boglehead here. Switched off of Wealthfront awhile back. AFAIK they wouldn't outperform a three-fund portfolio.

I actually wouldn't mind a platform that uses my brokerage as a backend and lets me do % allocations on 3~4 funds, automatically identifies rebalance opportunities and tax loss harvesting. Basically nudging me like 3~5x per year. I'd pay a flat fee to do that.

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Re:UBS Acquires Wealthfront for $1.4B by zylepe on Thursday January 27, 2022 @07:01AM (#30099462)

I have a google sheet where I keep track of each fund I’ve bought and sold. From there I added a column with gain/loss for each tax lot with remaining shares, and a script that runs once a day to email me if there’s an opportunity for tax loss harvesting. It works pretty well.

I like the idea of rebalance opportunity notifications, but it’s harder to get retirement funds into a google sheet with all the automatic contributions that happen…

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Re:UBS Acquires Wealthfront for $1.4B by adammenges on Friday January 28, 2022 @05:24PM (#30121284)

Thought about integrating it with Alpacha?

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