This year, we introduced over 40 features designed to make your investment workflow faster, clearer, and easier. Here’s a breakdown of what we delivered in 2025:
My Portfolio
- Account filter to switch between individual accounts and total portfolio. Learn more
- Equity & Fixed Income stylebox exposure.
- Higher holding limits from 200 to 2,000 holdings. Learn more
- Cash included in tables and exposure. Learn more
- My Portfolio launched on mobile. Learn more
Model Portfolios
- Scatter Plot chart for analyzing and comparing models. Learn more
- Support for short and leveraged allocations. Learn more
- Higher holding limits from 200 to 2,000 holdings. Learn more
- Cash included in tables and exposure. Learn more
Client Portfolios
- Three-tier structure: Household, Portfolio, Account. Learn more
- Equity & Fixed Income stylebox exposure.
- Views to save and reuse table layouts. Learn more
- Customizable columns on the homepage. Learn more
- Rebalance table to compare portfolios vs benchmarks or models. Learn more
- Cash included in tables and exposure. Learn more
- Higher holding limits from 200 to 2,000 holdings. Learn more
Client Reports & Proposals
New pages
- Fee Comparison Table. Learn more
- New Holdings Table page. Learn more
- New Top Holdings page. Learn more
- Breakdown Table
- One pager
New visuals
- Equity and Fixed Income comparative style box. Learn more
- Asset Allocation Comparison. Learn more
- Detailed Fee Breakdown. Learn more
- Net and Gross Performance. Learn more
- Instrument Type breakdown. Learn more
Customization
- Comparison Summary customization. Learn more
- Top Holdings customization
- Cash and fee sensitivity customization. Learn more
- Customizable quantitative metrics. Learn more
Custom report pages
- Editorial pages. Learn more
- Team pages. Learn more
- Macro Graph pages. Learn more
- Feature cards. Learn more
Integrations & Imports
- New custodian and PMS integrations:
- Altruist. Learn more
- TradePMR. Learn more
- Interactive Brokers. Learn more
- Black Diamond. Learn more
- Orion. Learn more
- PDF brokerage statement upload to create client portfolios. Learn more
Alerts
- Desktop alerts for prices, fundamentals, technicals, news, and filings. Learn more
- Alerts available for Watchlists, My Portfolio, Model Portfolios, and Client Portfolios
Watchlists & Screener
- Search inside Watchlists and Screener tables. Learn more
- Historical financial data in Watchlists and Screener. Learn more
- Historical growth rates added to metrics. Learn more
Research & Data
- Custom Data Series upload for private or external data. Learn more
- Transcript summaries for earnings calls and events. Learn more
- Support for Separately Managed Accounts (SMAs). Learn more