RELEASE UPDATE 5.95
- Admin
- Nov 8, 2024
- 2 min read
Updated: Jan 24
We recently released the following new features and upgrades on NGEN Markets (version 5.95):
You can also follow us on https://x.com/ngenmarkets and https://www.youtube.com/ngenmarkets for video tutorials and general updates.
If you have any specific questions, please write to support@ngenresearch.com.
· We have now integrated with Meta to allow users to send WhatsApp messages to any phone number. We will be adding several messaging features soon. Portfolio Mobile client-links can already be sent using WhatsApp. You may get a popup message to update your phone number (you can skip this if you want). Please note we will never share your number with anyone else.
· We updated more than 50 new indices on the platform including several Nifty TRI, BSE Shariah, and many others
· We now have options to add any index from our index list into the main Markets page chart, not just the ones showing on the page
· You can now add custom benchmarks (created in the Analytics page) to the main compare list
· Portfolio Analytics-> Risk/Return: You can now see the benchmark and portfolio risk and return in this scatter plot
· We added an extra column, showing 'units' for every item in Economic Data on the Markets page
· Funds->Query: We have removed the edit option to help reduce complications when building queries
· Funds->Query: Any queries that you are working on will remain unchanged if you happen to change tabs midway
When searching for client portfolios to add to Compare or Compare Portfolios, search results will group different ARNs together for ease of use
For organisations with multiple users, you can now control which users have access to RTA client data
We added a Regular/Direct drop down to the search box used to add new funds to the Compare main list, making fund searches easier
We have removed any holdings termed as 'TREPS' when calculating portfolio overlaps