Gotcha thanks!There is sort of a bad design in versions 14 to 16 regarding ETFs in the swap mails. You need to go to the SwapCalcs tab and activate the check box in column A for the ETF you want included. I have a draft v17 that will bring that all back to the MySummary tab, and some other updates, but it is on the backburner for another non-BH programming project right now.I checked the ETF in mySummary tab, however the swap email only contains fund.. not sure why.
Curious what's the criteria of the ETF selection? I see it has VTEC (California tax exempt) but no other states like MUNY. It would be interesting to compare CA and NY's fund.
Statistics: Posted by Switcheysha — Fri Dec 05, 2025 12:55 am — Replies 855 — Views 356955