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Pull Exchange Rates from Morningstar Equity API

Under Consideration Carl R. ● Securities ● Comments: 1 ● Reply 8 years ago by Ara A.
4 votes
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Credit Default Swap Quotes

Data Request/Dependent Kyle G. ● Securities ● Comments: 1 ● Reply 8 years ago by Ara A.
1 vote
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Portfolio ETFs on the Toronto Stock Exchange

Declined Kyle G. ● Funds ● Comments: 1 ● Reply 8 years ago by Ara A.
1 vote

Add AAII Investor Asset Allocation Survey data

Data Request/Dependent Guest ● Indicators ● Comments: 3 ● Reply 8 years ago by Ara A.
1 vote
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News should be filterable based on types of articles, industry, etc.

Under Consideration operator ● Comments: 2 ● Reply 9 years ago by Caleb E.
1 vote
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add estimated earnings release date until actual date is announced

Under Consideration Rushi ● Companies ● Comments: 2 ● Reply 9 years ago by Ara A.
1 vote
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Add tickers to values on charts

Under Consideration Kyle G. ● Fundamental Chart ● Comments: 1 ● Reply 9 years ago by Kyle G.
1 vote
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Pull sector and industry data into excel

Under Consideration Guest ● Excel ● Comments: 3 ● Reply 9 years ago by Kyle G.
2 votes
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YCI Benchmark Index Call for Funds/ETFs

Planned Carl R. ● Excel ● Comments: 3 ● Reply 9 years ago by Kyle G.
2 votes
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CESI - Citi Economic Surprise Index

Data Request/Dependent James H. ● Indicators ● Comments: 3 ● Reply 9 years ago by James H.
1 vote
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daily (or intraday) commodities

Data Request/Dependent Caleb E. ● Comments: 3 ● Reply 9 years ago by Carl R.
1 vote
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Update Fund Benchmarks on Performance tab and PDF reports

In Progress Caleb E. ● Comments: 1 ● Reply 9 years ago by Ara A.
1 vote
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Importing the Income and Poverty Report from the St. Louis Fed

Data Request/Dependent Carl R. ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
2 votes
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Add earnings call transcripts

Data Request/Dependent Guest ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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UNII (Undistributed Net Investment Income) or UNII per share for Closed End Funds

Data Request/Dependent Kyle G. ● Funds ● Comments: 2 ● Reply 10 years ago by Caleb E.
1 vote
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Find a way to work with a subset of securities returned within a certain range of a "score"

Under Consideration Caleb E. ● Screener ● Comments: 2 ● Reply 10 years ago by Guest
1 vote
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Azure Active Directory Compatibility

Declined Kyle G. ● Comments: 2 ● Reply 10 years ago by Ara A.
1 vote

Add technical charts as option on Right Column of Dashboard

Declined operator ● Dashboard ● Comments: 1 ● Reply 10 years ago by Guest
1 vote

Ability to include Qualitative measures with in a score

Declined operator ● Scoring Models ● Comments: 1 ● Reply 10 years ago by Guest
1 vote

Allow for charting Ratios, Spreads, Correlations on the Dashboard Charts.

Declined operator ● Dashboard ● Comments: 1 ● Reply 10 years ago by Guest
1 vote

Ability to use Saved Scores with in New Scores

Under Consideration operator ● Scoring Models ● Comments: 1 ● Reply 10 years ago by Ara A.
1 vote
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Allow charts to be saved with custom trailing lookback periods.

Under Consideration operator ● Comments: 2 ● Reply 10 years ago by Caleb E.
1 vote
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Setting price targets should be an easier process than current alert creation

Under Consideration operator ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Technical Indicator Request - Percent Above Moving Average

Under Consideration Kyle G. ● Technical Chart ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Update Comparables on Canadian Stocks to Show A Canadian Index Instead of the S&P 500

Data Request/Dependent Carl R. ● Comments: 1 ● Reply 10 years ago by Ara A.
1 vote
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Information Ratio from Morningstar

Completed Kyle G. ● Comments: 1 ● Reply 10 years ago by Ara A.
1 vote

Add SnP 500 Free Cash Flow Yield as metric

Data Request/Dependent Guest ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Econmic Indicator Request: Canadian Real Estate Boards - House Price Index

Data Request/Dependent Kyle G. ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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customize benchmarks much like custom comps

Under Consideration operator ● Comments: 1 ● Reply 10 years ago by Ara A.
2 votes
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Add Baseline to Chakin Money Flow Indicator on Technical Charts

Under Consideration Kyle G. ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Add "NY Fed Yield Curve Recession Probability" and "NYSE Net Margin" econ indicators

Data Request/Dependent Guest ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Chart Annotations for Company/Fund Dividends...and Earning Announcements for Companies

Planned Carl R. ● Fundamental Chart ● Comments: 1 ● Reply 10 years ago by Ara A.
1 vote
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Pulling in NBER Recession Data from the Fed

Data Request/Dependent James H. ● Indicators ● Comments: 1 ● Reply 10 years ago by Guest
1 vote
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Chinese Government Data (i.e. GDP)

Under Consideration James H. ● 9 years ago ● Indicators ● No Comments
1 vote
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CAGR for several metrics on the Performance and Valuation tab

Under Consideration James H. ● 7 years ago ● Companies ● No Comments
1 vote
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