[Reports] Compare more than 2 portfolios in a Report
in progress
Conor MacNeil
marked this post as
in progress
Conor MacNeil
Merged in a post:
Choosing multiple fund/portfolios to compare with separate benchmark for calculation
F
Fuchsia Armadillo
I would like to be able to take the current MP format and compare more than 1 fund/portfolio at a time. I would also like to choose the benchmark for the calculation of stats instead of it being the benchmark.
Conor MacNeil
marked this post as
planned
Conor MacNeil
marked this post as
under review
Conor MacNeil
Merged in a post:
Allow More Than 1 Mutual Fund For Comparison Report
H
Horizon blue Tuna
As a Financial Advisor, one of our new regulatory responsibilities in Canada is that we must compare the fund we are recommending to clients with at least 2 other alternatives. This is known as "Know Your Product" rules. It would be extremely helpful to all advisors if you would make it possible to add 2 or 3 funds when creating a Comparison Report of the funds. This would allow us to satisfy the due diligence requirements and also help Koyfin attract more advisors to the platform.