Portfolio Holdings Date as an Info Data Point

Kyle Geers shared this idea 5 years ago
Under Consideration

This is becoming an issue with asset management clients. It's tough for them to rely on certain data points because they are unaware if the data is stale or misaligned. Supposedly M* has a data point that displays when the portfolio holdings data (Allocation, exposure, etc) was last updated.


We have this in the system and it's displayed on the quote pages, but would it be possible to create an info field for it as well? I.e. it could be brought in as an info field in comp tables when comparing 2 or more funds.


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