Strategy Filters?

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  • #85028

    Is there a way to filter out investment strategies with certain characteristics from the builder?

    Examples are strategies that use:
    2x leveraged etfs
    Individual stocks

    The objective would be to eliminate up front asset classes or investment types you wouldn’t want or can’t have in a portfolio.

    Thank you.


    Sorry, but there are no filter options currently, but we will consider that feature for future improvements.

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