Dave Swierenga from Dallas Chapter has developed an investment club dashboard that the Lone Star Investment Club is using as a portfolio management tool. If you haven't sat in on one of the club's online meetings you really should. It is very impressive how comprehensive their process is without taking too long to conduct. You can register to attend their meeting by going to the Dallas Chapter's Events tab on their chapter webpage (click here to jump right to it).

We hope to host a training session for all BI members (not just in South Region) on Dave's work here in the near future.

Thank you again Dave for sharing this with the community!