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Option to view Growth of $X in Fundamental Charts
Under Consideration
Pretty self explanatory here, just the option to show Growth of $ in charts. If we pick a constant - $10,000 seems to be the most used.
I like this idea
requested by Matthew Lattimer (pro).
requested by Matthew Lattimer (pro).
Requested by all of our wholesaler clients, but most recently AAM (Advisors Asset Management) $48,000
Lord Abbett - $89,125
Catalyst - $50,000
Brandes - $20,000
$207,125 in ACV that this functionality would help retain and grow
Roosh built something similar but more advanced in Excel for Catalyst, which they love and use a ton for Hypothetical Portfolios (See image). This also includes contributions and withdrawls over the holding period. It seems advisors love seeing actual $ values opposed to performance - much easier for them to process and envision expectations relative to the allocation.
Requested by all of our wholesaler clients, but most recently AAM (Advisors Asset Management) $48,000
Lord Abbett - $89,125
Catalyst - $50,000
Brandes - $20,000
$207,125 in ACV that this functionality would help retain and grow
Roosh built something similar but more advanced in Excel for Catalyst, which they love and use a ton for Hypothetical Portfolios (See image). This also includes contributions and withdrawls over the holding period. It seems advisors love seeing actual $ values opposed to performance - much easier for them to process and envision expectations relative to the allocation.
Requested by Mac Winchester at Lord Abbett $97k
Requested by Mac Winchester at Lord Abbett $97k
Requested by Mike Biondo at First Eagle - $62k
Requested by Mike Biondo at First Eagle - $62k
Requested by Spencer Page at Invesco - $199k
Requested by Spencer Page at Invesco - $199k
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