Uploading returns to chart/analyze composites on the front end
Under Consideration
I heard it 3 times this week, including a difficult project for Ryken Harris - Drive Wealth Mangement that JV is working on.
People want to upload returns to form a composite/portfolio that can be charted and analyzed on the website. Additionally, they want to have a single ticker that is assigned to the composite/portfolio that can be used in excel.
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