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Style box data for individual equities
Completed
Looks like we have access to this but not sure if we pay to display it?
Looks like we have access to this but not sure if we pay to display it?
I like this idea
dont think we are licensed...
dont think we are licensed...
Checked contract, this is something we have licensed.
Checked contract, this is something we have licensed.
Requested by Kirby Houchin - 2 seat pro. And I'm sure there are many more clients that have requested this.
Also, not having the investment style makes the stylebox portion of the 2pg portfolio overview template (Our most popular template/model) useless if the client uses a mix of stocks and funds.
Requested by Kirby Houchin - 2 seat pro. And I'm sure there are many more clients that have requested this.
Also, not having the investment style makes the stylebox portion of the 2pg portfolio overview template (Our most popular template/model) useless if the client uses a mix of stocks and funds.
Another deal hinging on this, we're building a jankey formula in excel ti try and win the business but this data would have likely sealed the deal.
Another deal hinging on this, we're building a jankey formula in excel ti try and win the business but this data would have likely sealed the deal.
http://equityapi.morningstar.com/DataCatalogOutput.aspx?category=GetProprietaryDataSnapshotList&exchangeId=NYS&identifier=IBM&responseType=XML&identifierType=Symbol&
http://equityapi.morningstar.com/DataCatalogOutput.aspx?category=GetProprietaryDataSnapshotList&exchangeId=NYS&identifier=IBM&responseType=XML&identifierType=Symbol&
Requested by Joe Anderson at Severin Investments (2 for $7.2k)
Requested by Joe Anderson at Severin Investments (2 for $7.2k)
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