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Add Custom Benchmarks to Custom Email Report Lists

Under Consideration Kyle G. ● ago ● Custom Email Reports ● No Comments

1 vote

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SIC Codes

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

1 vote

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A one click solution to average data points on charts

Planned Kyle G. ● ago ● Fundamental Chart ● No Comments

1 vote

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Census Building Permits when available in the API

Data Request/Dependent Guest ● ago ● Indicators ● No Comments

1 vote

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Pull percentages into Excel

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

1 vote

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Fund Distributions Aggregated by Year

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

1 vote

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S&P/TSX Composite Total Return Index

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

1 vote

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Add P/E and P/B coverage for MSCI Emerging Markets index

Under Consideration Alison ● ago ● No Comments

1 vote

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Adjust model portfolio "Weights" to reflect the current weights since last rebalance

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

1 vote

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Change the Scoring Scale from 0 - 1 to 0 - 100

Under Consideration Carl R. ● ago ● Scoring Models ● No Comments

1 vote

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Have the time-frame shift to MAX if something on the chart does not have the full selected history

Under Consideration Kyle G. ● ago ● Fundamental Chart ● No Comments

1 vote

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Segmenting API Data

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

4 votes

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Make the templates tab the "primary" tab when going to the Excel page.

Under Consideration Gene R. ● ago ● No Comments

3 votes

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Adjust Average Line Calcs for Fundamentals via Annotate when Data is Unavailable

Under Consideration Kyle G. ● ago ● Fundamental Chart ● No Comments

1 vote

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Change the date format on charts that are 3M or less to include year.

Under Consideration Carl R. ● ago ● Fundamental Chart ● No Comments

1 vote

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EV to CFO Frequency from Quarterly to Daily

Validated Caleb E. ● ago ● Metrics/Calculations ● No Comments

1 vote

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Morningstar Institutional Categories

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

1 vote

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Add conditional formatting option to comp tables and timeseries

Validated Caleb E. ● ago ● Tables ● No Comments

1 vote

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Save Custom Date Ranges in a Drop Down Within Fundamental Charts

Under Consideration Kyle G. ● ago ● Fundamental Chart ● No Comments

1 vote

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Add ^BKX as an index (KBW Nasdaq Bank Index)

Under Consideration Guest ● ago ● Indices ● No Comments

1 vote

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Customize Data Columns in CER Module

Under Consideration Kyle G. ● ago ● Custom Email Reports ● No Comments

1 vote

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Short Interest for ETF's

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

1 vote

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Multi-Add Securities to Existing Watchlist

Under Consideration Gene R. ● ago ● No Comments

1 vote

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Links to SEDAR filings for Canadian stocks

Under Consideration Lauck O. ● ago ● No Comments

1 vote

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Annotations for Ratios, Spreads and Correlations

Under Consideration Gene R. ● ago ● No Comments

1 vote

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Ability to set up Dynamic Alerts

Under Consideration Alison ● ago ● No Comments

1 vote

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Add company founder and CEO information

Under Consideration Alison ● ago ● No Comments

1 vote

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Darken Recession Lines on new designed Fundamental Chart

Known Alison ● ago ● No Comments

2 votes

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Individual Country Exposure for Model Portfolios

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

2 votes

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