New Topic

All Topics

All Topics Ideas Problems

Custom Benchmark Selection in PDF Reports and on Quote Page

Under Consideration Nicole S. ● Other ● Comments: 2 ● Reply 3 years ago by Nicole S.
2 votes
Vote

Use Category Index or Custom Bench for Risk Calculations

Under Consideration Nicole S. ● Metrics/Calculations ● Comments: 1 ● Reply 3 years ago by Nicole S.
1 vote
Vote

View Entire Watchlist in Fundamental Chart

Under Consideration Kyle G. ● Dashboard ● Comments: 8 ● Reply 4 years ago by Brittany R.
3 votes
Vote

Historical Weighted P/E Ratio for Funds

Under Consideration Kyle G. ● Funds ● Comments: 7 ● Reply 4 years ago by Kyle G.
2 votes
Vote

Intraday technical charts

Under Consideration Rushi ● Technical Chart ● Comments: 5 ● Reply 4 years ago by Tommy J.
2 votes
Vote

Add 15y Lookback to Fundamental Chart

Under Consideration Kyle G. ● Fundamental Chart ● Comments: 1 ● Reply 4 years ago by Kyle G.
1 vote
Vote

Historical Morningstar Fund Category Returns

Data Request/Dependent Kyle G. ● Funds ● Comments: 8 ● Reply 4 years ago by Kyle G.
2 votes
Vote

Printer Friendly Outputs From Screeners/Tables

Under Consideration Kyle G. ● Screener ● Comments: 21 ● Reply 4 years ago by Tommy J.
2 votes
Vote

Excess Return

Under Consideration Kyle G. ● Metrics/Calculations ● Comments: 1 ● Reply 4 years ago by Kyle G.
1 vote
Vote

Import All Fund Holdings

Data Request/Dependent Carl R. ● Funds ● Comments: 6 ● Reply 5 years ago by Tommy J.
3 votes
Vote

Sharing Custom Email Reports

Under Consideration Tommy J. ● Custom Email Reports ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Down Jones Portfolio Indices

Under Consideration Tommy J. ● Indices ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

REIT Estimates

Under Consideration Tommy J. ● Companies ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Add Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index

Under Consideration Greg C. ● Indices ● Comments: 1 ● Reply 5 years ago by Greg C.
1 vote
Vote

company logo on custom email report

Under Consideration Tommy J. ● Custom Email Reports ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Additional Lookbacks for Risk Category Ranks

Under Consideration Kyle G. ● Metrics/Calculations ● Comments: 3 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Company Credit Rating

Under Consideration Tommy J. ● Companies ● Comments: 2 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Advance-Decline Index (Technical Indicator)

Under Consideration Kyle G. ● Indicators ● Comments: 8 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Enter Model Portfolio holdings by Shares or Dollars instead of % Weights

Under Consideration Caleb E. ● Model Portfolios ● Comments: 3 ● Reply 5 years ago by Tommy J.
2 votes
Vote

Average Credit Quality for Model Portfolios (Qualitative not Quantitative)

Under Consideration Kyle G. ● Model Portfolios ● Comments: 5 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Fundamental Chart Spread Normalized Data

Under Consideration Greg C. ● Fundamental Chart ● Comments: 1 ● Reply 5 years ago by Greg C.
2 votes
Vote

More Transparency on Benchmarks Used for Calcs

Under Consideration Kyle G. ● Other ● Comments: 2 ● Reply 5 years ago by Kyle G.
2 votes
Vote

Fixed Cash Holding in Model Portfolios

Planned Caleb E. ● Model Portfolios ● Comments: 6 ● Reply 5 years ago by Rushi
3 votes
Vote

Choose Lookback Period for Correlation Tool

Under Consideration Kyle G. ● Fundamental Chart ● Comments: 1 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Format Print Views on Comp Tables, Timeseries, and Screeners

Under Consideration Carl R. ● Comments: 8 ● Reply 5 years ago by Kyle G.
2 votes
Vote

"What's Moving"

Under Consideration Tommy J. ● Other ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Saved Metric Sets for the Data Tab on the Dashboard

Under Consideration Kyle G. ● Dashboard ● Comments: 1 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Add Management Fees to Model Portfolios

Under Consideration Kyle G. ● Model Portfolios ● Comments: 6 ● Reply 5 years ago by Kyle G.
1 vote
Vote

Sharing Model Portfolios

Completed Carl R. ● Model Portfolios ● Comments: 17 ● Reply 5 years ago by Carl R.
2 votes

More TSX60 History

In Progress Kyle G. ● Indices ● Comments: 1 ● Reply 5 years ago by Kyle G.
1 vote
Vote

S&P Target Risk Indices Suggested as Benchmarks for Model Portfolios

Under Consideration Kyle G. ● Model Portfolios ● Comments: 1 ● Reply 5 years ago by Tommy J.
1 vote
Vote

Add duration calculation for Model Portfolios

Validated Caleb E. ● Model Portfolios ● Comments: 4 ● Reply 6 years ago by Tommy J.
3 votes
Vote

ROC Calculation

Validated Caleb E. ● Metrics/Calculations ● Comments: 1 ● Reply 6 years ago by Tommy J.
1 vote
Vote

Stop Calculating Model Portfolios Immediately After Duplicating

Under Consideration Kyle G. ● Model Portfolios ● Comments: 1 ● Reply 6 years ago by Kyle G.
2 votes
Vote

Saved Comp Tables

Under Consideration Kyle G. ● Tables ● Comments: 5 ● Reply 6 years ago by Kyle G.
1 vote
Vote
Browse Archived
Powered by: UseResponse - Feedback Software