⁽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 tactical allocation models.
⁽³⁾ Basic plan allows 50 portfolio models to be saved and and pro plan enables 150 portfolio models.
⁽⁴⁾ Customize fonts, color themes, branding logos, and disclosures. Include or exclude specific report sections.
⁽⁵⁾ Create and import custom return series for use as portfolio assets and benchmarks.
⁽⁶⁾ Synchronize model portfolios, report templates, fee structures, and other settings across multiple team member accounts.