Use Research to look up a stock, ETF, or mutual fund and see both the market information Kerdora has available and where that security is recorded across client households. Research is available to advisors at the practice level; clients do not have access to it.
How do I research a security?
Select Research in the practice navigation.
In Ticker, search by ticker symbol or security name.
Select the matching security.
Review the displayed price, price history, key facts, allocations, top holdings, description, and source date.
The available sections depend on the security type and the data supplied for it. For example, an ETF may show total assets, expense ratio, dividend yield, holdings count, sector allocation, and top holdings. A security with less source data may show fewer sections.
The price and three-month chart use end-of-day market data. Check the Updated date at the bottom of the page before using a value in a client conversation. Research is an information surface; it does not place a trade or make an investment recommendation.
How do I add a security to the practice watchlist?
Open the security in Research.
Select Add to watchlist.
Confirm that the button changes to Remove from watchlist.
The security can then appear in the practice watchlist on Home. To remove it, return to the security and select Remove from watchlist.
If Kerdora reports that the watchlist could not be updated, leave the page open and try the action again. If the error continues, contact Kerdora Support and include the ticker and the message shown.
How do I see which clients own the security?
Open the security and review Client exposure. Kerdora shows the recorded households, account names, shares, and tracked value available for that ticker. Select a household name to open that household's Office.
The exposure total uses recorded share counts and the latest available price. It does not include simple-balance accounts that do not contain individual holdings. A household can therefore own an investment without appearing in Client exposure if the account is recorded only as a balance or allocation.
Use Client exposure as a review starting point. Before acting on it, open the client account and confirm that the holding, quantity, source, and connection status are current.
Why is information missing or unavailable?
If Research cannot load the security, search again and confirm the ticker. If price history, key facts, allocations, top holdings, or Client exposure are unavailable, the rest of the page may still be usable; those sections load from different data.
Check these items before escalating:
Confirm that you selected the intended security and exchange listing.
Check the Updated date.
Refresh the page once.
Open the affected client account when the issue is limited to Client exposure.
Confirm that the client holding uses the same ticker and has a recorded share count.
If the data remains unavailable or appears materially stale, contact Kerdora Support with the ticker, the missing section, the displayed update date, and an affected household when applicable.