🪄 Magic Ticker Fill - A new feature within Advisor Core

No Tickers? No Problem with Magic Ticker Fill!
We are thrilled to announce the release of our latest feature, Magic Ticker Fill, designed to simplify and expedite your extraction and analysis process.
Have you ever encountered the challenge of uploading a statement without ticker symbols and not having the information extracted?
Magic Ticker Fill is here to save you time and effort. With a single click, our system will search for and match the closest publicly traded ticker to your unmatched holdings, including stocks, mutual funds, ETFs.
Better yet, trusts and non-public retirement funds will be matched with the closest publically traded ticker so you can run an analysis on the entire statement.
How to get started using Magic Ticker Fill
Simply upload your PDF statement, navigate to the holdings tab, and click the Magic Ticker Fill button for any unmatched holdings. Once the holdings are matched you'll see a green checkmark for any matched holdings and an explanation of the matching holding.
If you're not satisfied with the match, our edit-after-upload feature allows you to manually adjust the ticker symbol.
Learn more: www.yourstake....