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Chinese Yuan to Canadian Dollar Exchange Rate (and Dollar>Yuan)

Under Consideration Greg C. ● ago ● Indicators ● No Comments

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Mapping "S&P CAPE" in search to the S&P 500 Cyclically Adjusted Price-Earnings Ratio

Under Consideration James H. ● ago ● Indicators ● No Comments

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Adding S&P 500 Value constituents to our list in the screeners/tables

Under Consideration Alison ● ago ● No Comments

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default dashboard

Under Consideration Caleb E. ● ago ● Dashboard ● No Comments

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Country Equity Exposure for Model Portfolios

Under Consideration Greg C. ● ago ● Metrics/Calculations ● No Comments

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Style Drift

Under Consideration Carl R. ● ago ● Metrics/Calculations ● No Comments

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Lumber Futures Prices

Under Consideration Greg C. ● ago ● Indicators ● No Comments

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"Dividend Growth" screen is returning companies with 0 div growth

Known Luke B. ● ago ● Screener ● No Comments

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Add ability to search lists/intersect tickers with Watchlists to find specific funds

Under Consideration Brittany R. ● ago ● No Comments

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BBG Barclays US Universal Index

Under Consideration James H. ● ago ● Indices ● No Comments

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Excel help - References within the Add-in Box

Under Consideration James H. ● ago ● Excel ● No Comments

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Bloomberg US 1-10 Year TIPs Index

Under Consideration Greg C. ● ago ● Indices ● No Comments

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Indicator Request - Wage Growth Tracker

Data Request/Dependent Kyle G. ● ago ● Indicators ● No Comments

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FINRA approved reports

Under Consideration Caleb E. ● ago ● Other ● No Comments

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Update the "Contact Us" page for logged in clients

In Progress Caleb E. ● ago ● Other ● No Comments

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Best and Worst performance over pre-set time periods

Under Consideration Caleb E. ● ago ● Funds ● No Comments

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Security Names Added Next to Tickers on Performance Page

Under Consideration Kyle G. ● ago ● Funds ● No Comments

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Within Admin, is it possible to create an audit log for email address so we can track email changes?

Under Consideration James H. ● ago ● Other ● No Comments

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Sector/Industry Ratios

Under Consideration Caleb E. ● ago ● Metrics/Calculations ● No Comments

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Syntax Search Widget within our Add-in Menu

Under Consideration Carl R. ● ago ● Excel ● No Comments

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Add Company Logo to 1 Page PDFs

Under Consideration Kyle G. ● ago ● One Pagers ● No Comments

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Re-order Lists Menu to Have Watchlist at Top

Validated Caleb E. ● ago ● Other ● No Comments

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Add Multiple Securities to Comp Tables

Under Consideration Kyle G. ● ago ● Tables ● No Comments

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Model Portfolio - Save As button in the Editor Page

Under Consideration James H. ● ago ● Model Portfolios ● No Comments

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Printer Friendly MultiChart Page

Under Consideration James H. ● ago ● No Comments

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Re-direct to Submit new billing after Subscription Expires

Under Consideration James H. ● ago ● No Comments

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Morningstar Fair Value

Under Consideration James H. ● ago ● No Comments

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Uploading returns to chart/analyze composites on the front end

Under Consideration James H. ● ago ● No Comments

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Model Portfolios Data Available Through the API

Under Consideration Kyle G. ● ago ● Model Portfolios ● No Comments

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Calling Model Portfolios from Excel

Under Consideration James H. ● ago ● Model Portfolios ● No Comments

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Allow for Model Portfolio Updates intraday

Under Consideration Caleb E. ● ago ● Model Portfolios ● No Comments

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Custom Info Point

Under Consideration James H. ● ago ● No Comments

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Default Content Based on Partner Sub

Under Consideration Kyle G. ● ago ● Other ● No Comments

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One Click to Equal Weight Model Portfolios

Under Consideration Kyle G. ● ago ● Model Portfolios ● No Comments

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Add YTD Returns to One Page PDF

Under Consideration Kyle G. ● ago ● One Pagers ● No Comments

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