Looks great, but they don't support my current broker. I could of course always switch broker, but I'm kind of happy where I'm at.
Do you like the Reports that fundseeker provides?
Could you "Roll your Own in excel?
More importantly would a prospective client find them adaquate?
Moving forward with my trading
Do you know anyone who has done what you want to do? Ask them what Reports were of Value to the process they survived.
Do you have a list of ideal prospective customers in mind. (Would anyone who has done this before put you in contact with a few prospects?) Write it down, Contact a few. Ask Them what They want.
Your broker might have more extensive data and Reports of interest. That would be worth an email query to them. Again, ask Them what They say prospective customers will want.
Do you use an order execution platform? a charting platform? Those quarters might have all kinds of Reports of Interest. If you don't use either an execution platform or charts, then you can get ideas from the Reports generated by platforms that Do have them like sierra charts and ninja etc, and roll your own in excel. They can work in tendem with your Statements to get the conversation started with a prospective customer.
