Index | Recent Threads | Who's Online | Search

New Thread
This topic has been viewed 190 times and has 7 replies
Quantonomics
Canadian ETFs still missing

I have a client who owns XEG:CN, a plain vanilla canadian energy ETF. He asked me if I can track his portfolio. I can add all of his stocks except that position. I tried adding it with the CUSIP but the system does not recognize. Is there any reason why P123 does not allow Canadian ETFs? I can understand maybe for the ranking / screening part but at least just for the display of return in the live strategies it would be great. You guys made XIC:CN available a while ago but so far it's the only one and it's only the benchmark. Many canadian portfolios own canadian ETFs.

Thanks

Dec 1, 2020 7:30:58 AM       
Edit 2 times, last edit by Quantonomics at Dec 1, 2020 7:35:12 AM
nisser
Re: Canadian ETFs still missing

It is pretty frustrating how lacking it is overall. Most of this stuff should be fairly easy to put up as well (ex. more benchmarks, etc). There's not a single Canadian benchmark for the account strategies yet. Doesn't leave a lot of hope for the European data when even Canadian continues to have so many easily patchable holes.

Dec 1, 2020 2:38:50 PM       
Burd4
Re: Canadian ETFs still missing

I've brought this up a few times with P123 but nothing came of it. It would be fantastic to have Canadian EFT's added to the universe for a lot of reasons. I feel like this would give Canadian subscribers better value for their subscription cost that's charged in $USD.

Dec 1, 2020 9:46:11 PM       
yuvaltaylor
Re: Canadian ETFs still missing

We will add Canadian ETFs to Manage tomorrow. Instead of setting up a Live Strategy in Research, set one up in Manage and you'll be able to track Canadian ETFs there. You'll also be able to search for them using the search box. Adding them to Research is difficult because we have to categorize each one manually. It's on our agenda, but it might have to wait.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Dec 2, 2020 10:38:57 AM       
Quantonomics
Re: Canadian ETFs still missing

We will add Canadian ETFs to Manage tomorrow


Can you allow them in live strategies instead? I don't have access to that client's account so I can't link his stuff to P123. I'm acting as a consultant to a strategy that he manages (he's an investment advisor). So basically the best I can do is track what he does with a fictive live strategy. Everything works fine with live strategies except that I am not able to add ETFs at the moment.

Thanks

Dec 2, 2020 11:01:36 AM       
yuvaltaylor
Re: Canadian ETFs still missing

We will add Canadian ETFs to Manage tomorrow


Can you allow them in live strategies instead? I don't have access to that client's account so I can't link his stuff to P123. I'm acting as a consultant to a strategy that he manages (he's an investment advisor). So basically the best I can do is track what he does with a fictive live strategy. Everything works fine with live strategies except that I am not able to add ETFs at the moment.

Thanks

You'll be able to add those ETFs to live strategies manually. I suggest you switch to using Manage, though. It's a lot easier, more powerful, and more flexible, and you don't need to link an account. You just have to open a paper account. If you want Paul or me to walk you through it, just let us know a good time.

Yuval Taylor
Product Manager, Portfolio123
invest(igations)
Any opinions or recommendations in this message are not opinions or recommendations of Portfolio123 Securities LLC.

Dec 2, 2020 11:12:18 AM       
Quantonomics
Re: Canadian ETFs still missing

We will add Canadian ETFs to Manage tomorrow


Can you allow them in live strategies instead? I don't have access to that client's account so I can't link his stuff to P123. I'm acting as a consultant to a strategy that he manages (he's an investment advisor). So basically the best I can do is track what he does with a fictive live strategy. Everything works fine with live strategies except that I am not able to add ETFs at the moment.

Thanks

You'll be able to add those ETFs to live strategies manually.


As long as I can add them manually or with the import that's totally fine. Ok I will take a deeper look at paper account,

Thanks alot, that's a big thing!

Dec 2, 2020 11:21:29 AM       
Edit 1 times, last edit by Quantonomics at Dec 2, 2020 11:54:05 AM
Quantonomics
Re: Canadian ETFs still missing

It seems to be working now! I was able to add XEG:CN manually as a transaction, that's awesome, I will check it out in more detail very soon!

Thanks

Dec 3, 2020 9:58:06 AM