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nisser
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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. |
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Burd4
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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. |
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yuvaltaylor
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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. |
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Quantonomics
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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 |
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yuvaltaylor
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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. |
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Quantonomics
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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! |
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Edit 1 times,
last edit by
Quantonomics
at Dec 2, 2020 11:54:05 AM
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Quantonomics
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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 |
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