Does anyone know if I can use Capital IQ to “jam in” a bunch of stocks that a prospective client has and attain some sort of rudimentary portfolio analytics, not unlike that which Morningstar’s “X-Ray” fuction might produce for funds? Willy
You probably can but since I’ve never used Morningstar’s “X-ray” function since I’ve never worked with funds.
No MS can, I’m wondering how to do it on Capital IQ. I can probably figure it out by playing around with it. willy