View Entire Watchlist in Fundamental Chart
Under Consideration
Give the user the ability to view all funds within a watchlist in a fundamental chart in one shot opposed to a list view. Per our discussion, the logic from custom e-mail reports might be useful to determine how many securities a user has and prevent the action from occurring if they have too many,
This comes up a TON with our mutual fund clients since they are often creating new watchlists and changing competitors in asset classes. They want a one click solution to chart all funds in a specific watchlist.
I like this idea
Requested by Dan Jensen (Power user at Catalyst $50k)
Requested by Dan Jensen (Power user at Catalyst $50k)
Requested by Paul Givens at NB ($63k)
Requested by Paul Givens at NB ($63k)
Requested by Jire Baran at NB ($63k)
Requested by Jire Baran at NB ($63k)
Requested by Joe Daly at Thornburg - $57.6k
Requested by Joe Daly at Thornburg - $57.6k
Requested by Adam Schrier at NYL MainStay - $$TBD
Requested by Adam Schrier at NYL MainStay - $$TBD
Requested by Gus Fennell at Victory Capital - $14,400
Requested by Gus Fennell at Victory Capital - $14,400
Requested by Mick Walsh at Invesco - $60k
Requested by Mick Walsh at Invesco - $60k
Requested by Harry Fisher - Morgan Stanley - $4,800 - potential SMA upsell and broader relationship.
Requested by Harry Fisher - Morgan Stanley - $4,800 - potential SMA upsell and broader relationship.
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