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Release Update 2.95



COMPARE


· You can now print a PowerPoint Comparison report for major tabs for compare lists up to 20 items. Just use the PowerPoint icon on the top right corner in this section. We will keep improving this feature and adding more functionality based on your feedback.

· Relative columns are now not calculated by default, as this can increase loading times when adding and removing from compare lists. Please check the ‘CALCULATE?’ box if you would like relative columns to be calculated every time an item is added or removed from your list.

· The Rolling Analysis tab now lets you run rolling analysis on not just returns, but also Volatility and Return/Vol. All further calculations are affected by these options, and this can be a powerful tool for example, to check rolling volatility statistics across various securities.

· The Rolling Analysis tab now auto populates the distribution ranges from the minimum value to the maximum value across the five available buckets.

· A new column called ‘Cum’ has been added to the main return-based statistics. Please note that this column will only be populated if you select a specific start date for Return columns, and cumulative returns will show from this date.


ANALYTICS PAGE


· The Rolling Analysis tab now auto populates the distribution ranges from the minimum value to the maximum value across the five available buckets.

· For Mutual Funds, we have added a Fund Manager tab which shows details about the current fund manager as well as other funds they currently manage or have managed in the past.


· The Asset Allocation->Overview sub tab for Mutual Funds now shows an optional view of derivative short positions for Balanced Advantage, Dynamic Asset Allocation and Arbitrage funds.


PORTFOLIOS


· When creating desktop share links, the start date used in portfolio analytics is now saved with the share link. Please first run the portfolio with your desired start date, then generate the desktop share link for this to work.

· Asset allocation now considers the net equity position for any Balanced Advantage, Dynamic Asset Allocation or Arbitrage funds in your portfolio.


FUNDS


· We now have several filters in the screener section including AUM, Age, returns, VaR, Sharpe etc. This can help you narrow down the screener list


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