Single Security Exposure Data in Screener

Kyle Geers shared this idea 5 years ago
Under Consideration

Requested by Devon Mahussier at Fidelity Canada - $44k

"Question for you - is there a way in the fund screener tool to have a column that lists the % weighting that a stock has in a mutual fund? For example, I have advisors always reaching out to me for Fidelity funds that hold Tesla, and I can generate that on fund screener, but I cannot figure out how to have an actual % showing."

I know this would be difficult throughout the platform but could we do something one off in the screener where it would display a column to show the weight based on the single security used in the filter?

Leave a Comment
 
Attach a file