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Report Builder

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Create Model

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SMA Report Builder

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

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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.

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

**For additional help and troubleshooting, please reference our Model Builder Guide.

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

Upload Ticker List

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

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

**For additional help and troubleshooting, please reference our Model Builder Guide.

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**For additional help and troubleshooting, please reference our Model Builder Guide.

Drag and Drop File Upload

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**For additional help and troubleshooting, please reference our Model Builder Guide.

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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 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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