Release notes

What's new.

We ship something new almost every week. Here is what changed, month by month.

October 2026NGEN Markets India

Portfolio Optimiser and Compare Two Portfolios

Portfolio Optimiser (Pro). Better mixes of a portfolio's own holdings: the best return for the risk, the least volatile, risk parity and more, each tested on recent months it did not see. Save a mix as a portfolio, download the run to Excel, or share a co-branded report.
Compare Two Portfolios (Premium and Pro). Two portfolios side by side: performance, risk, drawdowns, allocation, overlap and the trades that move one into the other, with a co-branded report for client reviews.
Compare, over any period. Measure every figure in the main list to a month-end, a quarter-end or any date, from one, three or five years back; Excel downloads that look like the screen.
Portfolios. Rebalance monthly, quarterly or annually; a new SWP tab; redesigned asset allocation and stats; contributions that add up to the portfolio's return.
ngenQuartiles (Premium and Pro). Filter on any quartile, rank on calendar years, and see a whole fund house at once with its scorecard.
And more. A monthly STP calculator in TOOLS; support replies inside the app; renew or upgrade online from Settings; client search by PAN; fresher NAVs for funds that publish late.

September 2026NGEN Markets India

NGEN Hub. Searchable documentation for every section, support requests with attachments, a Library of papers and templates, and release notes, all inside the app.
NGEN TOOLS. A monthly SIP calculator for any fund, stock, index or category, with step-ups, a benchmark comparison, a rolling view of every start month, Excel steps and a co-branded report; an SWP calculator that finds the most you can withdraw sustainably; and the Statement Parser.
The AI desk (Premium and Pro). A print-ready Weekly Brief every Saturday, branded with your logo, and daily summaries that open in a reader.
ngenQuartiles on windowed measures. Returns from one month to ten years; volatility, Sharpe and Sortino over a one, three or five-year window; and TER.
Strategy templates (Pro) rebalance every month, and show each version and what changed.
Compare and clients. Sort the calendar-months heatmap by any month; a category column on Point to Point; a data-status view for each registrar.

Watch the walkthrough ↗

August 2026NGEN Markets India

AI Fund Summary (Premium and Pro). A monthly AI-written view of large equity funds: the investment thesis, six months of portfolio moves and the risk character. Optional pages in your HTML reports.
Alpha tab. Performance against the benchmark for any fund, stock or portfolio: hit rate, period-by-period wins and a monthly excess-return heatmap.
Beta tab, rebuilt. Bull and bear betas, rolling beta and a regression scatter.
Distribution and drawdowns. Return distributions with percentiles; fund and benchmark drawdowns side by side.
Ten new stress-test scenarios from 2023 to 2026, and peer analysis for every fund.

July 2026NGEN Markets India

HTML reports for funds and portfolios. Choose the pages and their order, co-branded with your logo, which you can now upload yourself in Settings.
ngenQuartiles. Quartile rankings of actively managed funds against their peers, in the Funds section and on fund pages.
Specialised Investment Funds (SIFs) added and refreshed daily.
World Bonds. Government bond yields across major countries, in Markets.

June 2026NGEN EQ

NGEN EQ, our equity research platform for NSE and BSE stocks, is live at www.ngeneq.in: stock research with printable reports, a screener, watchlists, portfolios you can upload from an NSDL or CDSL statement, a live markets page and AI-written market commentary.
NGEN Markets subscribers get discounted pricing on NGEN EQ.

Earlier: April 2026 · December 2025 · January 2025 · NGEN Markets PRO launch (November 2024). Watch every release video ↗