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Feature Requests

Anonymous

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My Graphs, as alternative to a Chart Template
Would be great to be able to sva echarts...so we don't have to rechart every time we want to see that chart.
19
·
under review
[CP] Bulk Delete of Client Portfolios
I have a lot of client portfolios and organising them is difficult when I want to delete a group of them at once. Doing it one by one is painful.
2
·
under review
Dividend Column for Client and My Portfolio
I'm trying to create a calculated field to show the value of dividends for each position. I would like to have a column that multiplies Market Value by Dividend Yield (Ind). Market Value is not available as a data item to use with a formula. '1. It would be great if we could use portfolio columns in calculations. '2 Please add Total Indicated Dividend to the Portfolio Tracking Columns
3
·
under review
[Reports] Compare more than 2 portfolios in a Report
Please add the ability to compare more than 2 portfolios or funds in a report or using another feature in the UI.
1
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under review
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