Feature Requests

it would be really nice if I could filter a screen down to a list of symbols that are also on a watch list. for example id like to load in the dividend aristocrats into a watch list and then run a screen on that watch list to see which ones match a certain criteria.

I'd like to import those as well as client accounts.

In order to find overlap between say MOAT and IGM, I would like to be able to add the "ETF Constituents" criteria multiple times to the universe selection. That way I would be able to easily find the holdings that are in both ETFs. Or make it so we can specify multiple ETFs, with an "AND/OR" between

Not sure if this has been mentioned previously or if I am missing the ability to do this, but it would be nice if we could sell a position in the model portfolio without adjusting the other weights. Currently, if you "add allocation" you could change the position you are selling to 0%, but the other weights would be the same as the last rebalance, which would rebalance the whole portfolio (I believe). It would be helpful to have the option to load in the current weights in the add allocation section so that you could sell (or add) a position without rebalancing the rest of the portfolio. You could do this manually, but it is a hassle. Let me know if something like this can be done already and I'm missing it...