Feature Requests

I would like to be able to sync my portfolio from IBKR.

To allow us to a dividend as a column to "client portfolio", same as it is displayed under "My Portfolio"

average 3/5/10 year ROE/ROIC adding this to screening is an obvious must for any serious users.

It would be easier to add earnings surprise % / revenue surprise % (even EBITDA surprise) in columns in watchlist rather than going ANALYTICS and Earnings calendar to get them. It would be more easy to have a view on watchlist with all other data, and to be able to filter using EPS surprise % in MY SCREENS Thanks Hicham

Is it possible to show FY historical data in Screens or Watchlists? e.g. Total Revenue FY0 and FY-1? Thanks

Hi - I propose you integrate earnings call transcripts with Claude or ChatGPT to automatically generate some short summaries

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.

It would be first-class if you can add line-item detail to the EAC tab. For example - Bloomberg and Factset both are able to break out the Income statement line items and key KPIs. At a minimum, the income statement line items like COGS expense, Sales and marketing expense, R&D expense, G&A expense can easily be pulled and summarized in the EAC tab like you have for the other line items. This would be a game changer for analysts