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The ability to upload custom data series for use within the platform
Under Consideration
The client, Ryan Thibodeaux (Goodwood Capital - 3 seats) envisions an upload template to enter proprietary data that can be used within different tools within the site. (Screener, charts, tables, etc.). His current use case revolves around commodity price data he currently pays for from another source. He'd like a way to get it into the platform for his analysis process, especially for charting.
I envision driving a Tesla Model X... doesn't mean it's gonna happen.
I envision driving a Tesla Model X... doesn't mean it's gonna happen.
Requested by Jay Casey at Intellectus Partners (Dynasty Firm)
"Do you think you guys will ever have / allow the ability for advisors to input monthly return stream data (for the hedge funds we invest in for example) to complement the listed security data? If so, this would be a great solution for us to communicate historical return data both internally and to clients. There really is no good solution for this that I have found yet. (Ie: most are either too complex or too inflexible).
I think people would pay extra for that for sure. Simple user interface. Ability to upload monthly return data (advisor does that). Then growth of $10,000 chart and annual returns and drawdown analysis based on advisor input % in each security/ fund."
Requested by Jay Casey at Intellectus Partners (Dynasty Firm)
"Do you think you guys will ever have / allow the ability for advisors to input monthly return stream data (for the hedge funds we invest in for example) to complement the listed security data? If so, this would be a great solution for us to communicate historical return data both internally and to clients. There really is no good solution for this that I have found yet. (Ie: most are either too complex or too inflexible).
I think people would pay extra for that for sure. Simple user interface. Ability to upload monthly return data (advisor does that). Then growth of $10,000 chart and annual returns and drawdown analysis based on advisor input % in each security/ fund."
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