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The ability to add info columns in 'Data' view

Kyle Geers shared this idea 9 years ago
Completed

I know this can be done in comp tables, but the client would like to see it on the dashboard when viewing the data tab. Has trouble identifying mutual funds by only the ticker when on the data tab.


Requested by Keith Osborne - NovaR Wealth

Replies (3)

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Follow up on this one. Can be extremely annoying clicking back to the overview tab in order to know which fund you're looking at - especially if you do not remember the tickers. I understand spacing may be an issue but figure it's worth another post. I think it would be helpful on the events tab too.

3cb6f66aaf99954a7c9272f781c0728d

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this would solve a request mark kennedy had (pro 4200). he wanted to be able to sort watchlists by sector/industry. told him he could in comp tables but clients are picky.

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Will do, no timeline as of yet

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