08-13-26 Product Update, Data Addition & Bug Fix

Product & Data Updates

We have updated the workflow when deleting a saved screen in the Screener tool. Now the deletion of a saved screen will return to the page of the saved screen immediately to the left of it rather than taking the workflow back to the very first saved screen in the list.

We have added the Last Price data point to the Overview module for Fund & ETF comparisons in the Compare tool to align with the current Previous Close Price inclusion for Stocks.

Bug Fix

We fixed a bug with our new Holdings Import capability in which semi-liquid CEFs were not always matched to the correct securities during the import process. These tickers will now translate correctly during both Watchlist and Portfolio importing.

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10-01-26 Product Enhancements & Bug Fixes

We released product enhancements and bug fixes.
09-24-26 Product Enhancements & Bug Fixes

We released security page enhancements and fixed a couple bugs.
09-17-26 Product Enhancements

We released enhancements.

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Product & Data Updates

Bug Fix

More Release Notes

10-01-26 Product Enhancements & Bug Fixes

09-24-26 Product Enhancements & Bug Fixes

09-17-26 Product Enhancements

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