Platform Updates

Find Better ETFs and Mutual Funds Without the Guesswork

We just made it easier to find better ETFs and mutual funds in the same category with a dedicated alternatives comparison page.

March 18, 26

New Portfolio Metrics: Alpha, Beta, R², Upside and Downside Capture

We added a Benchmark Metrics block to all portfolio pages and to the portfolio analysis tool results.

February 23, 26

Walk-Forward Backtesting for Portfolio Optimization

Portfolio Optimization now supports walk-forward backtesting. Re-optimize your portfolio quarterly or yearly using only past data.

Discussions

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Drawdowns and Data

Bee Zee

last yr. in General

Improve colors of plots

last yr. in Enhancement Requests

last yr. in General

last yr. in General

Is there a Maximum number of securities in a portfolio

Ken Hess

last yr. in General

Redesigned User Accounts

Dmitry Shevchenko

last yr. in Announcements

Set tolerance bands for individual securities?

last yr. in Help

last yr. in General

last yr. in General

Feature requests: portfolio comparison and pdf reports

Steven Pearson

last yr. in Enhancement Requests

Unknown symbols in transactional portfolio

last yr. in Help

Ticker Request: XXTW.L

Chris W

last yr. in General

ETFs in Europe - Newbie

Miguel Cunha

last yr. in General

VEVE.L perf chart is off

Chris W

last yr. in General

Mutual funds NAV

Bobjerritts

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Portfolio by date created

Ryan M Dorsey

last yr. in General

Feature request: Treynor & Summers ratios in screeners

Scott Allen

last yr. in General

Feature request: AUM and/or NAV in ETF screener

Scott Allen

last yr. in General

Over 1,200 new US ETFs added to the platform

Dmitry Shevchenko

last yr. in Announcements

Transactional Portfolio Use

last yr. in General