Feature Requests

Hi, my understanding is that the "Investment Growth" shown on charts is based on price return only, not on total return (i.e. including dividends). Would it possible to allow an option to see the Investment Growth based on total return? Dividends can make a significant difference to returns over time, so this will be a very valuable feature for investors who focus on reliable dividend paying stocks to build up their investments. Thanks

Currently, the model portfolios lack an “Analysis” tab, which could function similarly to the “Watchlists” tab. It would be extremely convenient if the following features could be implemented: 1. Create an “Analysis” tab within model portfolios. 2. Add the ability to copy views from the “Watchlists” tab to the new “Analysis” tab.

Hi, a feature to backtest certain portfolios/time series VS the S&P500 would be great. I mean more advanced backtesting not just comparing peformance, but also incorporate Drawdowns during the periods. One more example would be besides looking at Standard Deviation to also incorporate the "Ulcer Index" https://en.wikipedia.org/wiki/Ulcer_index . A very great tool could be developed regarding backtesting/portfolio simulations. I could go on and on on this one. Cheers ! :)

Not sure if any plans in the works to add alerts for price above and below but I for one would love to have this addition. Might allow me to replace MarketSmith.

Hey, I think it would be a neat idea to let us add custom slides to our Reports that range from things like: • Adding pages for team member profiles • Add custom macro graphs • Add pages for highlight strategy and other firm related talking points. • Maybe other pages for images and text

Need to be able to combine tickers: for example AAPL + MSFT to create "baskets" - also very important with macro data

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.

Can we get the rolling returns chart from model portfolio added to the graph chart tab so we can use that for more than just MP?

Please support TradePMR as custodian in Client Portfolios

Sync accounts and/or portfolios with those in Black Diamond