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Feature Requests

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Edit Asset Class & Attributes for Custom Holdings
For integrations, whenever Koyfin doesn't support data for securities like bonds, options, and so on, they create custom securities. This is fine, but often they have asset class "Other" and i'd like to be able to edit that to Alternatives or Fixed Income. Also i'd like to add dividend yield or expense ratio as a data point and have that appear in reports.
1
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under review
Batch Processing of Reports
Sometimes I need to process multiple reports at once, and it would be nice to do this instead of downloading reports one by one.
1
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under review
Make My Dashboards Shareable
17
·
under review
Periodic Risk Metrics in Model Portfolio
Sharpe Ratios in Model Portfolios For the Sharpe Ratios that are shown on the Model Portfolios page: Does the measurement period encompass the life of the model? And if so, could there be a way to control the date so different portfolios can be compared?
4
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under review
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