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Grouping in Screener
Add a grouping option in the screener view that exists in watchlists.
4
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complete
6
Near-Real Time Company Filings
Currently the company filings section items are not updated when new filings are made, and take a while to update (days if not multiple hours). Is there a way to make them available close to real-time (if not real time)?
4
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complete
12
Dividend Yield in Custom Data
Are you able to include dividends into the custom data series when creating custom securities? Dividends in Custom Data Series
5
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complete
5
Shorts in My Portfolio and Client Portfolios
Please add the ability to enter shorts in MYP and CP as well as the MP.
9
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complete
34
Highlight Criteria Failures in Screener Results for a specific stock
In the screener, could you add a feature that highlights where a company fails to meet screening criteria?
11
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complete
7
More data sets helpful for REITS
AFFO, Price/FFO, and Price/AFFO would be great
15
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complete
49
Earnings Yield
It would be great to see that ...?
9
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complete
19
Free Cash Flow Payout
It would be useful to have an FCF Payout feature. This a more realistic way to measure dividend safety than traditional earnings payout. FCF Payout = Dividend per share/Free Cash Flow per share.
8
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complete
9
Aggregated P/L Calculation in MYP-CP
P/L ratio in My Portfolio In my calculation, the P/L ratio should be -9.6% =Loss -1,892.68 / Total cost 19,688.70. But the ratio shows -8.75% in the following table. All figures set in USD. Am I missing?
15
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complete
2
Operating Cash Flow Margin %
Please add operating cash flow margin.
12
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complete
14
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