Client portfolios in charts and other platform features. | Voters

Client portfolios in charts and other platform features.

complete

Fuchsia Cat

The ability to pull client portfolios into charts is a critical feature for me. Allows me to look at my client portfolios across a bunch of different measures as well as compare to various other securities or portfolios.

April 22, 2025

Conor MacNeil

marked this post as

complete

Conor MacNeil

Hi folks, you can now access Client Portfolios in the search bar under a new section (CP - Client Portfolios).

This means you can pull client portfolios into charts and watchlists.

Conor MacNeil

marked this post as

in progress

Conor MacNeil

marked this post as

planned

Conor MacNeil

marked this post as

under review