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Sending a CER directly to other people (distribution list)

Under Consideration Ara A. ● Custom Email Reports ● Comments: 5 ● Reply 6 years ago by Kyle G.
4 votes
Vote

Separately Managed Account Data

Declined Kyle G. ● Funds ● Comments: 7 ● Reply 6 years ago by Tommy J.
1 vote

Scatter Plot on the Website

Under Consideration Carl R. ● Other ● Comments: 3 ● Reply 6 years ago by Kyle G.
2 votes
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Shareable Alerts!

Under Consideration operator ● Alerts ● Comments: 7 ● Reply 6 years ago by Kyle G.
2 votes
Vote

Allow users to create an IPS (Investment Policy Statement)

Under Consideration Lauck O. ● Model Portfolios ● Comments: 1 ● Reply 6 years ago by Lauck O.
1 vote
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"Back-Filling" Holding Returns with Index Returns

Under Consideration Carl R. ● Model Portfolios ● Comments: 3 ● Reply 6 years ago by Kyle G.
1 vote
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Blend Benchmarks when creating a Model Portfolio

Planned Caleb E. ● Model Portfolios ● Comments: 6 ● Reply 6 years ago by Kyle G.
3 votes
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Adjust holdings historically in Model Portfolios

Planned Caleb E. ● Model Portfolios ● Comments: 7 ● Reply 6 years ago by Kyle G.
2 votes
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More Than 50 Holdings in Model Portfolios

Under Consideration Kyle G. ● Model Portfolios ● Comments: 5 ● Reply 6 years ago by Kyle G.
1 vote
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15Y Metrics and Pre-Sets

Completed Carl R. ● Metrics/Calculations ● Comments: 1 ● Reply 6 years ago by Kyle G.
3 votes

Industry Specific (non-standardized) Financial Statements

Under Consideration Caleb E. ● Comments: 1 ● Reply 6 years ago by Lauck O.
2 votes
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Currency conversion on Fundamental Chart (especially CAD)

Under Consideration Kyle G. ● Fundamental Chart ● Comments: 3 ● Reply 6 years ago by Kyle G.
1 vote
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Real Time Pricing

Data Request/Dependent Kyle G. ● Companies ● Comments: 4 ● Reply 6 years ago by Kyle G.
1 vote
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Intraday Updates for Russell Indices

Data Request/Dependent Kyle G. ● Indices ● Comments: 3 ● Reply 6 years ago by Kyle G.
1 vote
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Off Shore Fund Data

Under Consideration Neal B. ● Funds ● Comments: 1 ● Reply 6 years ago by Neal B.
1 vote
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Default Metric for Mutual Funds as Total Return Price (Forward Adjusted) in Fundamental Chart

Completed Kyle G. ● Funds ● Comments: 3 ● Reply 6 years ago by Kyle G.
1 vote

Values/Dates Displayed on Charts

Validated Kyle G. ● Fundamental Chart ● Comments: 2 ● Reply 6 years ago by Kyle G.
1 vote
Vote

"Annual" and "Never" Rebalancing Options in Model Portfolios

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

Mapping Average Credit Quality Score before pulling in Excel

Under Consideration James H. ● Excel ● Comments: 3 ● Reply 6 years ago by Kyle G.
2 votes
Vote

PDF Report of Model Portfolio Statistics

In Progress Caleb E. ● Model Portfolios ● Comments: 10 ● Reply 6 years ago by Kyle G.
4 votes
Vote

Allow user to import Model Portfolio holdings from .csv upload or a watchlist

Planned Caleb E. ● Model Portfolios ● Comments: 5 ● Reply 6 years ago by Kyle G.
2 votes
Vote

Add Percent Off High as a data metric

Under Consideration Guest ● Metrics/Calculations ● Comments: 4 ● Reply 6 years ago by Kyle G.
2 votes
Vote

Ditch SEC yield when it's more than 30 days stale

Validated Caleb E. ● Metrics/Calculations ● Comments: 1 ● Reply 6 years ago by Caleb E.
1 vote
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Allow users to view Model Portfolios from Dashboard

In Progress Caleb E. ● Model Portfolios ● Comments: 3 ● Reply 6 years ago by Kyle G.
4 votes
Vote

Add 15 year % Rank in Category

In Progress Kyle G. ● Funds ● Comments: 1 ● Reply 6 years ago by Caleb E.
1 vote
Vote

In scoring models, let user toggle each metric added to treat a "null" value as max, min, or zero

Completed operator ● Scoring Models ● Comments: 9 ● Reply 6 years ago by Kevin F.
4 votes

The ability to show normalized returns as an annualized figure in charts

In Progress Carl R. ● Fundamental Chart ● Comments: 8 ● Reply 6 years ago by Ara A.
2 votes
Vote

Change Calc Name for Net Income from CF Statement

Validated Caleb E. ● Metrics/Calculations ● Comments: 2 ● Reply 6 years ago by Caleb E.
1 vote
Vote

Fund Z Statistic!

Under Consideration Carl R. ● Funds ● Comments: 4 ● Reply 6 years ago by Kyle G.
4 votes
Vote

7 Day SEC Yield for Money Markets

Completed Kyle G. ● Funds ● Comments: 1 ● Reply 6 years ago by James H.
2 votes

Add data columns when scoring model is added (optional anyway)

Validated Caleb E. ● Scoring Models ● Comments: 6 ● Reply 6 years ago by Kevin F.
4 votes
Vote

Custom Metric creation for use within the screener and other tools within the platform

Under Consideration Kyle G. ● Screener ● Comments: 6 ● Reply 6 years ago by Kyle G.
1 vote
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Pull in secondary prospectus benchmark for funds

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

Add the one day price movement and change to price charts in normal fundamental charts.

Declined Carl R. ● Fundamental Chart ● Comments: 3 ● Reply 6 years ago by Caleb E.
1 vote

S&P 500 PS Ratio

Completed Carl R. ● Indicators ● Comments: 4 ● Reply 6 years ago by Caleb E.
2 votes
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