Saved Metric Sets for the Data Tab on the Dashboard

Kyle Geers shared this idea 6 years ago
Under Consideration

Requested by Tom Byrne - Byrne Asset Management $7,200

Different use case but figured I'd provide it for context. Tom runs a long/short strategy with high turnover. He uploads the updated holdings at the beginning of every week since it's the only feasible way to capture the updates. What doesn't change are the metrics he'd like to see within the data table of the watchlist, which he has to recreate every time he uploads it. He's like a solution to apply/add the same metrics he used previously. I mentioned comp tables but he prefers the dash as he has other watchlists he monitors.


Aside from Tom's use case, I feel this would benefit plenty of other users from RIAs to wholesalers.

Replies (1)

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Requested by Kim Chu Perrington - Alliance Bernstein 2 month $4k pilot but potential for a MUCH bigger opp

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