Pull sector and industry data into excel
Under Consideration
requested by many many clients, most recently Casey Clark of Cadence wealth management
requested by many many clients, most recently Casey Clark of Cadence wealth management
I like this idea
This has huge implications / issues that we would need to figure out, we will look again after the watchlists, info data, other major initiatives in Excel are done.
This has huge implications / issues that we would need to figure out, we will look again after the watchlists, info data, other major initiatives in Excel are done.
Requested by Ian Machir (Goodman Financial) 6 seats $12k
Particularly looking for industry ratios in Excel. Similar to what we show in the valuation tab.
Industry Ratios
It would be great if there was a YCP function to pull industry ratios into an excel template. I’m currently accessing Morningstar.com and entering them manually into our excel template. The snapshot below shows the Morningstar data that I’m accessing.
Requested by Ian Machir (Goodman Financial) 6 seats $12k
Particularly looking for industry ratios in Excel. Similar to what we show in the valuation tab.
Industry Ratios
It would be great if there was a YCP function to pull industry ratios into an excel template. I’m currently accessing Morningstar.com and entering them manually into our excel template. The snapshot below shows the Morningstar data that I’m accessing.
Requested by Matthew Chen - API Client
Requested by Matthew Chen - API Client
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