Feature Requests

I want to be able to bulk move client portfolios, as when I import all my accounts it takes a lot of time to individually move them all into households.

I want to have an LLM tool that is structured as follows: Columns are tickers of companies. Rows are prompts like "Tell me about Comparable Sales". I can add multiple rows, add new companies, and build a comp table of the latest quarter of earnings, select transcripts and filings as sources, and so on.

Please add the ability to compare more than 2 portfolios or funds in a report or using another feature in the UI.

Please create a screener for SMAs