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EX-ANTE COST CALCULATOR FE

NathanNathan Member
in Paraplanning tips & tricks

FE has saved our lives with the new portfolio EX-Ante Calculator

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  • TomLloyd_ReadTomLloyd_Read Member

    Hi Nathan

    I was just looking for something similar this morning funnily enough! Have just checked this out- any idea what to do with portfolios that have holdings which do not have MIFID data? We use a few ETFs which don't seem to have MIFID data for whatever reason. When I run the report it doesn't include the portfolio cost because of this.

    Cheers

    Tom

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  • TomLloyd_ReadTomLloyd_Read Member

    Don't worry, got it, you can add charges manually. I just told my team this might be the best day in my life ever (but they can't tell my wife that...)

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  • NathanNathan Member

    @TomLloyd_Read said:
    Don't worry, got it, you can add charges manually. I just told my team this might be the best day in my life ever (but they can't tell my wife that...)

    Love it!

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  • NathanNathan Member

    here is how to find it

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