RELEASE UPDATE 7.45
- Admin
- 2 hours ago
- 2 min read
We recently released the following new features and upgrades on NGEN Markets (7.45):
A new section has been added to NGEN Pro which lets users compare multiple portfolio side-by-side (up to 10). Users can see main statistics for portfolios in one place and save the list of portfolios to reload them later. Users can also select a benchmark to add to this comparison. We will await feedback from users about reports and downloads that they would like for this new section.
RTA Cams (WBR4) and Karvy files (MFSD203) that are uploaded to your client section are now available for instant download. This can help you find discrepancies between client data that you expect to see and what the RTAs are sending through. Please note that NGEN Markets can only show what comes through the RTA files.
We have also started to update Karvy file updates (MFSD310) which will incrementally update client data. Users can request to upload the full Karvy file (MFSD203) as required by writing to support@ngenresearch.com. The date of this incremental update will always be shown separately on the client dashboard.
We added several more benchmark indices from Nifty to our benchmark list. We now have over 200 benchmark indices available for users in the compare section and individual analytics pages.
The compare section now allows you to save column views which can be loaded later. Please use the ‘Column Views’ button at the top of the main compare list to manage your saved column views.
The compare main list now shows the date of the latest NAV for each security – this helps with delayed prices from some AMCs to ensure that users can be aware of what returns they are looking at.
The Goal Based Planning section in NGEN Pro now lets users customise the title of the PDF download of projections.
The funds query section now allows you to filter your saved queries so you can ignore queries created by other uses in your organisation.
The Portfolio Analytics->Contribution download now also includes the ‘weight’ column
