SMA Screener
in progress
Conor MacNeil
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Conor MacNeil
Merged in a post:
Add detailed SMA (Separately Managed Accounts) Holdings Data for Advisor Core Plan
S
Sudden Frog
Please add detailed SMA (Separately Managed Accounts) Holdings data along with specified allocations like YCharts has for it’s SMA listings. Also with SMA screener for Advisor Core Plan.
Conor MacNeil
Hi Jake, SMA data is currently an Advisor Pro functionality, we have no plans to make it available in Advisor Core.
As for screener, we will start work on a screener soon. As for individual holdings data, we are not supplied this data from our vendor, so I am doubtful we have this data in the near-term.
Conor MacNeil
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