⁽¹⁾ Basic and pro plans support up to 150 assets with YTD results, free tier supports portfolios with up to 25 assets and excludes the current month-to-date results.
⁽²⁾ Basic and pro plans include YTD results and display of forward trade signals for timing models.
⁽³⁾ Customize fonts, color themes, branding logos, and disclosures. Include or exclude specific report sections.
⁽⁴⁾ Import custom return series for use as portfolio assets or benchmarks, and save portfolio returns as blended benchmarks.
⁽⁵⁾ Synchronize model portfolios, report templates, fee structures, and other settings across multiple team member accounts.