Archived Topics | Community

The ability to commingle ETFs and MFs within comparables

Archived Kyle G. ● Funds ● Comments: 1 ● Reply ago by Carl R.

3 votes

save search results as watchlist or offer keyword filters in screener

Archived Caleb E. ● Screener ● Comments: 2 ● Reply ago by Caleb E.

1 vote

Vote

Historical Returns using NAV instead of Price

Archived James H. ● Funds ● Comments: 5 ● Reply ago by James H.

2 votes

Notification of Releases/Maintenance

Archived Kyle G. ● Comments: 1 ● Reply ago by Guest

1 vote

The ability to add info columns in 'Data' view

Archived Kyle G. ● Comments: 3 ● Reply ago by Guest

1 vote

First Trading Day

Archived Carl R. ● Companies ● Comments: 7 ● Reply ago by Guest

3 votes

Export Alerts to Excel

Archived Kyle G. ● Comments: 9 ● Reply ago by Kyle G.

1 vote

screener or multi-metric alerts alerts

Archived operator ● Alerts ● Comments: 4 ● Reply ago by Guest

3 votes

Tax Cost Ratio

Archived Kyle G. ● Funds ● Comments: 2 ● Reply ago by Kyle G.

1 vote

EPS Estimate Growth Metrics

Archived Carl R. ● Companies ● Comments: 1 ● Reply ago by Kyle G.

2 votes

Add Labor Market Conditions Index

Archived Carl R. ● Indicators ● Comments: 2 ● Reply ago by Kyle G.

2 votes

Potential Cap Gains Exposure

Archived James H. ● Funds ● Comments: 1 ● Reply ago by Guest

1 vote

Add historical AUM for mutual funds

Archived Guest ● Funds ● Comments: 2 ● Reply ago by James H.

2 votes

Add SEC Yield as a metric

Archived Guest ● Companies ● Comments: 3 ● Reply ago by Ara A.

2 votes

Add a 3 Year chart view in Fundamental and Technical Charts

Archived Carl R. ● Fundamental Chart ● Comments: 2 ● Reply ago by Kyle G.

2 votes

Dividend Pay Date, Declared Date, and Record Date available in Excel/API

Archived Kyle G. ● API ● Comments: 4 ● Reply ago by Kyle G.

1 vote

Historical NAV

Archived Guest ● Funds ● Comments: 8 ● Reply ago by Guest

2 votes

Add monthly frequency for jobless claims indicator

Archived Guest ● Indicators ● Comments: 1 ● Reply ago by Guest

1 vote

Calculate or add Float Shares Numbers

Archived Caleb E. ● Comments: 6 ● Reply ago by Guest

3 votes

Vote

UITs - any reason we aren't covering these?

Archived Caleb E. ● Comments: 1 ● Reply ago by Caleb E.

2 votes

Allow users to see more than 25 screener results per page

Archived Caleb E. ● Screener ● Comments: 1 ● Reply ago by Guest

2 votes

Info call for "updated as of dates" for exposure data, allocations, fund flows etc

Archived Guest ● Comments: 2 ● Reply ago by Guest

1 vote

1/3 year Beta calc in excel and Upside/Downside metric in excel

Archived Guest ● Comments: 2 ● Reply ago by Caleb E.

2 votes

Timestamp for intra day quotes in Excel

Archived operator ● Excel ● Comments: 1 ● Reply ago by Guest

4 votes

We need stylebox breakdown for funds (exposure to each style box region)

Archived operator ● Comments: 2 ● Reply ago by Caleb E.

3 votes

Ability to pull company/fund comps into Excel with a single call (comps that we list on our website)

Archived Carl R. ● Excel ● Comments: 3 ● Reply ago by Ara A.

1 vote

For Ratios, Corr., Spread widget allow security A or B to be toggled based on chart.

Archived operator ● Fundamental Chart ● Comments: 1 ● Reply ago by Ara A.

1 vote

Have a default chart that opens after clicking on Techincal or Fundamental Charts

Archived Carl R. ● Comments: 2 ● Reply ago by Caleb E.

1 vote

Annualized Total Returns (Daily)

Archived Kyle G. ● Comments: 1 ● Reply ago by Ara A.

1 vote

Incorporate the 'Browse' menu for metrics into the screener for creating filters

Archived Caleb E. ● Screener ● Comments: 3 ● Reply ago by Guest

1 vote

Ability to search for ETFs/MFs based on exposure to single stocks

Archived Kyle G. ● Funds ● Comments: 1 ● Reply ago by Guest

1 vote

'View In' for funds on the dashboard

Archived Kyle G. ● Comments: 1 ● Reply ago by Guest

1 vote

Ability to draw lines and make notes directly on fundamental charts

Archived Guest ● Comments: 4 ● Reply ago by Guest

3 votes

Vote

continued requests for M* ranking (in category) in fund world

Archived Caleb E. ● Funds ● Comments: 2 ● Reply ago by James H.

3 votes

Chat box link to schedule a demo

Archived Kara H. ● Comments: 1 ● Reply ago by Guest

1 vote