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ETF Action Platform v3.0

Report Builder

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*Manage your custom logo and disclosures in your My Account page.

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Model Builder 

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*Please note that some reports may take up to 30 minutes to be available in the marketplace while our data pipelines finish running.



If you are unable to troubleshoot, please contact team@etfaction.com for assistance.

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Create Model

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Create UMA

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SMA Report Builder

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*Manage your custom logo and disclosures in your My Account page.

Bridge Authentication

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*Bridge integration enables model creation and model changes to flow to Bridge for trading.

**ETF Action does not store Bridge login credentials. Access tokens will expire after 30 days of inactivity.

Upload Model Positions

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*Please use the header and field formatting found in our Sample Holdings Upload Template.

Upload Ticker List

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Upload Ticker List

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Upload Ticker List

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Drag and Drop File Upload

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Drag and Drop File Upload

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Sample File Template

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Sample File Template

Update Position

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**Only month-end dates may be used, if a date selected is not month-end it will automatically update.

Update Performance

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**Only month-end dates may be used, if a date selected is not month-end it will automatically update.

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This requires our DIY Plan ($29/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.



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This requires our DIY Plan ($29/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.



Upgrade
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This requires our Model Builder Plan ($199/mo). Please head to the Plans page to review and upgrade, or schedule a 30 minute demo to receive a free 2 week trial.



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Team Channels are part of our Enterprise offerings. Please reach out to team@etfaction.com to learn more.



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