Introducing Magic Ticker Fill 🪄
No Tickers? No Problem.
We've launched Magic Ticker Fill to streamline your data extraction and analysis.
In one click, our system identifies and aligns the closest publicly traded tickers with your unmatched holdings—including stocks, mutual funds, ETFs.
Learn how this feature, among many others, can help you generate insights faster using our latest OCR and AI technology.
"YourStake's Advisor Core tool has made analyzing prospective client portfolios a breeze. The statement extraction feature offers a seamless pathway to impact analysis upon upload, and has proved to be an essential tool in our office."