Family members could easily contribute to a larger portfolio by simply adding cash or crypto to the portfolio, whereby taking a certain percentage stake in it over time. By tracking the actual date and time of contributions it would be possible to calculate and display the value of this holding over time at a glance, and make withdrawal transactions to keep track of the balance. Would just need to display their balance, % change, % of total portfolio, transactions.

A great way for family members to more easily contribute and diversify without having to create and manage an entire portfolio themselves!

I’m already doing this with a spreadsheet but it is cumbersome and have to calculate the running balance manually.