La facilité de navigation et les rapports et analyses complets
Portfolio analysis tools are not robust enough for me, for the version we are subscribed to. Have you ever seen Ycharts?
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.
La facilité de navigation et les rapports et analyses complets
The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a...
Portfolio analysis tools are not robust enough for me, for the version we are subscribed to. Have you ever seen Ycharts?
Currency settings do not have any impact on the tool, and is a meaningless component. Must upload custom assets to ensure appropriate currency is used. Tool is also of no use when it comes to fixed income investments from a Canadian investor perspective.