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Feature Requests

Anonymous

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Shorts in My Portfolio and Client Portfolios
Please add the ability to enter shorts in MYP and CP as well as the MP.
8
·
in progress
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?
10
·
in progress
Add Calendar Year Performance to MP Homepage
In model portfolios i can't show the returns for discrete years eg 2025,2024,..
4
·
in progress
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
4
·
in progress
Insider Transactions Data in Screener/Watchlist
Please add Insider Transactions Data in Screener/Watchlist
5
·
in progress
Portfolio Attribution vs Benchmark
4
·
in progress
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