Conversions

A minor update has been released to include asset and liability conversions to deal with corporate actions such as mergers, acquisitions and restructurings. While it was possible to deal with those prior to the introduction of conversions, conversions makes it faster and cleaner for you. There has been the introduction of numerous quality of life improvements once again and we will keep making those as we always strive to save you time while providing you with best in class security by never sharing your data with any third party.

You will notice a new link on your dashboard. InvestorClerk will be offering watchlists so you can track all the relevant assets to you. We will be working on watchlists in the coming months so stay tuned for more information.

The next major update remains in development. We're excited to bring you the first iteration of the universal importer. We will let you know as soon as it becomes available.

Thank you for your support and we will see you soon.