Filtering portfolio screening columns
BZ
Bee ZeeJuly 12, 24 | Posted in general
Can we get filtering ability per column? Like say I want DD between 1-5%, Performance 2-8%, ect. for all the columns
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DS
Dmitry ShevchenkoJuly 12, 24
So you need functionality like in screeners but for public portfolios? We don't have that at the moment, only basic sorting. Finding portfolios using specific criteria will be not easy. Could you explain your use case and why you need this functionality? It will help us understand how to better support that.
BZ
Bee ZeeJuly 12, 24
There are thousands of portfolios, I would like to filter based on my specific criteria for example.
Sharpe > 1 Max DD < 15% Annual Return > 5%
otherwise it's almost impossible finding specific ones that fit the criteria
DS
Dmitry ShevchenkoNovember 04, 24
We added portfolio screeners a while ago
NS
Navis SekNovember 03, 24
Dmitry,
Is there a way to identify public portfolios that have allocation to specific stock tickers. Tickers that I identified based on some criteria in the screener.
DS
Dmitry ShevchenkoNovember 04, 24
No, we don't have this functionality yet. But it might be trivial to add support for it, I’ll check with the team.
NS
Navis SekNovember 04, 24
Thanks. Also to exclude a ticker.
Ex. Most portfolios might be performing very well just due to the presence of one ticker NVDA.
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