Product Release Notes

October

New Content:

New Releases & Enhancements:

Interactive Analysis Tool:

The Interactive Analysis Tool enriches conversations with clients by providing a scenario-based experience. Guide clients in assessing whether a specific investment portfolio—considering contributions and withdrawals—aligns with their investment goals. Use the tool to illustrate future capital market assumptions and project potential market impacts, helping clients visualize how market trends could influence their outcomes.

Cap Gains Valet:

With year-end tax planning upon us, our new Cap Gains Valet data offering provides unparalleled insight into anticipated capital gains distributions for mutual funds. Empower your clients with information to help them avoid tax surprises and plan more effectively. Add Cap Gains Data

Quick Extract:

Designed to save you time, instantly extract portfolio data and text from PDFs and images, streamlining your portfolio onboarding and reporting process so you can focus on delivering value to your clients. Add Quick Extract

Alternative Investments with Custom Security Asset Classifications:

Create alternative investments within YCharts using the Custom Securities tool. Upload returns at any frequency (e.g., monthly, daily) to develop a custom security. You can then assign a specific alternative asset class, like private equity, hedge funds, or real estate, to this custom security. Incorporate this security into portfolios to display asset classification breakdowns and analyze performance with alternative assets included.

Passkeys for Login:

YCharts now supports passkeys for logging in, offering a seamless, secure experience through biometric authentication. Log in using a fingerprint or other biometric option instead of a traditional password, enhancing both convenience and security.

August

New Content:

Supercharged Portfolio Management with YCharts & Broadridge - Video
August 2024 Market Wrap - Deck
YCharts & FMG Present The Advisor’s Election Guide - Video
RIAs Are Embracing These 10 Active ETFs in 2024 - Blog
Proven Wholesaler Strategies with Brian Margolis & YCharts - Video
Why “Time in the Market” Trumps “Timing the Market” - Blog

Enhancements

Data

Enhanced transparency by providing the Performance Provider in the Info Field for securities and funds.
Introduced Batting Average metrics, offering more comprehensive analysis of fund managers.
When selecting a timeframe of one year or less in Technical Charts, the frequency is now automatically set to daily, ensuring more relevant data visualization.
Added a refresh option for seamlessly updating imported Addepar Custom Securities, keeping your data current with minimal effort.
Updated Mutual Funds performance and default view columns for more intuitive navigation and data display

Model Portfolio/Portfolio Optimizer:

Enabled sharing feature in Portfolio Optimizer, facilitating easier collaboration and sharing of portfolio strategies.
Users can now set their preferred start of series selection in portfolios.
Integrated Portfolio Optimizer modules into Custom PDF Reports, enhancing report customization with key optimizer metrics.
Enhanced Transition Analysis with an overall total row and support for dollar values in Custom PDF Modules, providing clearer financial summaries and precise value tracking.

Report/Tearsheet Builder:

Introduced Custom Disclosures modules in the Tearsheet Builder, allowing for tailored report disclosures that meet specific compliance needs.
Added a quarter-page security metrics module, compacting vital security information into an accessible format.
Enabled targeting of all securities in Correlation Matrix modules within Custom PDF Reports, broadening possibilities.
Improved security feature in Report Builder by allowing entries of securities with warnings, enhancing error handling.

Other:

Redesigned the 'Refer a Friend' modal and relocated the button, making referrals straightforward and more inviting.
Increased the maximum number of tabs on the Dashboard to 25, allowing for more extensive customization and information access at a glance.

Updates:

Squashed a bug in default exposure modules to improve data accuracy.
Squashed a bug affecting refreshing iRebal imported holdings for smoother data integration.
Squashed a bug in Scenario total return calculations, ensuring accurate financial summaries.
Squashed a bug in VRGL to refresh imported holdings more effectively.
Increased the column size for transition analysis tax impact, providing clearer tax-related information.
Squashed a bug affecting the export of text values in screeners for more reliable data extraction.
Squashed a bug when auto-scaling full page images in landscape reports to ensure proper display.
Squashed a bug fixing Market Cap help modal text for better user guidance.
Squashed a bug in the Report Builder where bar chart modules displayed incomplete data.
Squashed a bug in the PDF Report Heatmap Module that caused it not to function.
Squashed a bug that removed mutual fund data features to maintain comprehensive data availability.
Squashed a bug in the "Select All" functionality in the security selector modal to enhance user efficiency.
Squashed a bug removing a failing filter from the Addepar API query to improve security level data accuracy.
Squashed a bug that prevented data retrieval from the excel plugin.
Squashed a bug ensuring the correct metrics are used in default market cap charts for consistent reporting.
Now displaying the full name of Primary Performance Providers for clearer data attribution.
Squashed a bug in the Fund Chart Options Dropdown
Added a custom 'as of' date to relative attribution exports on the Model Portfolio Quote page for more precise reporting.
Updated the Broad Asset Class tab selection on the generic page to improve navigation.
Squashed a bug fixing broken URLs in Sectors on the Stocks page for reliable resource linking.
Squashed a bug on the Y-Rating Report's Value Score page to ensure accurate scoring displays.
Squashed a bug reconciling two sets of calculations for the quote page fund flows module for consistent data presentation.
Squashed a bug validating feature access in Custom PDF Report previews to ensure appropriate user permissions.
Squashed a bug fixing interactive 1Y X-Axis dates in tech charts for more accurate time representations.
Squashed a bug fixing missing 2023 values for annual metrics in bar chart PDF modules.
Squashed a bug in formatting Portfolio Description and Advisory Fee in Tearsheet Basic Info for clearer communication.
Squashed a bug in Mutual Funds performance table calculations for accurate analysis.
Squashed a bug catching the 'watchlist does not exist' exception in tech chart cleaning for more reliable operations.
Addressed Saved Portfolio Optimizer errors used in Custom PDF Reports for smoother PDF generation.

July

New Content

Enhancements

Report Builder

Experience a more streamlined workflow with our prioritized template selection in Report Builder, making it easier to start reports.
Integrate comprehensive asset data with new landscape modules for saved assets and bar charts.
Quickly access relevant information with our enhanced security search modal for aggregated security overviews.
Auto-display key talking points when the option is enabled, saving you time and enhancing presentation quality.
Optimize your layout with the new single-column custom text modules and generate multi-page tearsheets seamlessly.

Tearsheet Builder

Enhance your analysis with new Style and Sector Exposure modules, designed to give you a clearer picture of market dynamics.
Add depth to your reports with the Investment Risk and Advanced Portfolio Settings modules, which are now available in landscape format.
Add more variety to the visuals used in presentations with the newly added Bar and Pie Chart modules.

PDF Reports

Present security metrics in a sleek landscape orientation.
Visualize complex portfolio transitions with our specialized PDF report modules, designed for clear and actionable insights.
Switch to landscape or portrait orientations in your PDF reports with ease, ensuring your reports match your presentation needs.

Data

Trust in our robust backfilled price data for key indices, ensuring your analysis stands on accurate historical data.
Keep your data secure with new IP Match tracking and streamline operations with saved metric sets for dashboard columns.
Stay updated with critical market changes directly on your dashboard with real-time economic indicator news.
Start dates will be automatically displayed when viewing data in the “max” view of fundamental charts.

Other

Simplify your workflows with the new Addepar Import Security feature that will populate the imported security as a Custom Security in YCharts.
Navigate YCharts effortlessly by activating the search bar with a simple slash key keyboard shortcut.
Added new attribution views and projected yield metrics to help you make informed decisions.
Manage your client expectations better with new preferences for displaying forecasted dividend yields.
Updated colors and styles throughout the app, making navigation more intuitive.
Analyze fund flows as a percentage of AUM, for insights into the growth rates of popular funds.
Enhanced exact word match for indicator autocompleters.

Updates

Reduced the size of Criteria and Assumptions landscape modules in reports.
Squashed a bug to display complete preview images for Periodic Return modules in custom PDF reports.
Squashed a bug in the tax efficient analysis calculations to enhance accuracy.
Squashed a bug in the alignment of the Basic Info section of the Cumulative Return Module.
Squashed a bug with Model Portfolios mapping to enhance support for Model Portfolios in ImportedHoldings.
Squashed a bug that disabled the 'next' button for custom labels in the Report Builder.
Squashed a bug to correctly export weights for funds in the Portfolio Optimizer.
Squashed a bug to include exchange symbols properly in transition analysis results.
Squashed a bug adjusting page previews for better visibility in multi-page PDF modules.
Introduced a custom footer option to cover pages in the Report Builder.
Squashed a bug fixing links for sectors and industries in Comparison Tables.
Squashed a bug to update the modal managing tax rates effectively.
Squashed a bug where duplicated public custom securities were incorrectly shared.
Squashed a bug affecting checkbox errors in Model Portfolios.
Squashed a bug fixing the back button and checked state in Model Portfolios.
Squashed a bug where fund chart average labels were cut off on the Dashboard.
Squashed a bug fixing the cover page cut-off in the Report Builder.
Squashed a bug fixing gradient colors on quote pages.
Squashed a bug missing detailed labels in security metric info modals.
Squashed a bug in retries to add portfolio entries to autocompleter.
Updated the 'Create New Button' colors in Report Builder.
Added the correct export icon in Relative Attribution tabs for portfolios.
Squashed a bug fixing rounding errors in custom transition analyses.
Squashed a bug moving fund family autocomplete to the top of modals.
Squashed a bug hiding the FINRA footer when the custom footer is empty in legacy tearsheets.
Squashed a bug causing chart errors on quote pages for delisted securities.
Squashed a bug addressing issues in CMG returns, adding a temporary workaround.
Squashed a bug ensuring mutual fund total return indices are up-to-date.
Squashed a bug involving comparison report generation in Model Portfolios.
Squashed a bug enforcing a one-line title in stress tests within PDF Reports.
Squashed a bug ensuring the sidebar does not overflow on short pages.
Squashed a bug adding Mutual Funds to the performance navigation table in disclosures.
Squashed a bug loading the exchange traded note security list.
Squashed a bug correcting improper Trademark Symbols in Security Names.
Squashed a bug fixing the YTD module in the Attribution heatmap.
Squashed a bug normalizing Bond super sectors in default views.
Squashed a bug impacting note-sharing.

June

New Content:

Enhancements:

[NEW] Streamline your portfolio management and reporting capabilities with the new Broadridge integration
Ensuring your reports adhere to the latest compliance standards with performance disclosures in saved asset modules
Further tailor your client communications with added Custom Text and Performance Disclosure module sizes in the Tearsheet Builder
Customize client tearsheets more effectively with new configuration options for basic information modules in Tearsheet Builder
Expanded the Credit Quality Exposure module in Custom PDF Reports, to provide a more detailed view of credit risks
Improved readability in PDF Reports by adjusting bar chart positions and font sizes in Periodic Return modules, enhancing the clarity of visual data presented to clients
Enhanced visual elements in Custom PDF Reports, including expanding the Credit Quality Exposure, making adjustments to bar chart positions and font sizes in Periodic Return modules, and adding clearer, more detailed descriptions in the Holdings Module
Added "as of" date in security metrics modules in the Tearsheet Builder, ensuring the data presented to clients is compliant and up-to-date
Merged various Tearsheet modules in the Report Builder to streamline the report creation process, reducing the time spent on report setup
Added custom image modules to the Tearsheet Builder, enabling more personalized report aesthetics that can help strengthen client engagement
Added a new Cumulative Return module to Custom PDF Reports to enable a clearer long-term view of investment returns that aids in client discussions
CAPM Expected Return calculation is now available for Mutual Funds
Replaced legacy sector classification with GICS data to provide more accurate sector-based analysis
Four levels of GICS classification are now available in the security list modal, providing a detailed breakdown for advanced sector analysis during research
Replaced legacy Sectors security lists in saved assets with updated information, ensuring the data used in portfolio analysis is current and accurate
Get more detailed insights into housing market trends with the NAHB/Wells Fargo Cost of Housing Index Report, now available in Economic Indicators
Security names are now included in alert emails, enhancing the effectiveness of communications
Added a News Module to Economic Indicator Pages, to keep you updated with the latest economic developments
We added descriptive text to the Performance Proxy modal to help clients better understand and communicate performance metrics more clearly
Multi-Factor Authentication (MFA) was implemented for SSO Logins to bolster security and protect client data more effectively

Updates:

Squashed a bug affecting benchmark values in the Tearsheet builder
Squashed a bug to get the Info fields ordering background task back on track
Squashed a bug in Common Holdings, enhancing functionality
Squashed a bug in Transition Analysis to properly account for transactions involving delisted securities
Squashed a bug in the Separate Account Enhanced Monthly Beta Calculation Tasks
Squashed a bug due to a Morningstar API change affecting the market cap field
Squashed a bug causing unresponsiveness under the chart legend in Technical Charts
Squashed a bug where scenario's standard deviation lines unexpectedly dipped
Squashed a bug that included HTML tags in security descriptions in the Excel add-in
Squashed a bug causing a 'reference before assignment' error in the importer
Removed delisted securities from apps where they are not relevant
Squashed a bug to prevent a system error 500 when unable to access an S3 image
Squashed a bug to make the side navigation sticky for improved UI consistency
Squashed a bug in Bulk Returns calculations for portfolios with delisted holdings
Squashed a bug in the Security Metrics PDF module related to “as of date” formatting
Squashed a bug that resulted in missing data for metrics without history in the Custom Scatter Plot PDF module
Squashed a bug in the Report Builder that affected the display of bar chart quarterly frequencies
Squashed a bug involving the handling of 0% allocations in custom transitions
Squashed a bug that incorrectly bolded subcategory text for benchmark dropdowns when viewing a security
Squashed a bug to properly block popup scripts using asynchronous methods
Squashed a bug in removing the Performance Proxy in Model Portfolio items
Squashed a bug causing errors when fetching earnings chart data for delisted securities
Squashed a bug where News AI retrieved irrelevant articles for similar tickers
Squashed a bug that caused errors when disabling MFA without a backup device

May

New Content:

How Do Presidential Elections Impact The Market? - Deck
Nick Maggiull: How Do Presidential Elections Impact The Market? - Webinar
iRebal Integration - Webinar
YCharts 101: Using Report Builder for Tearsheets - Video
How Asset Managers Can Showcase Unique Holdings with YCharts to Grow AUM - Blog

Enhancements:

[NEW] You can now easily build custom tearsheets using the Tearsheet Builder, which includes modules for fund charts, comparative tables, and security metrics
[NEW] Transition Analysis is now available in the Portfolios, designed to simplify the review of transitioning a client's portfolio
[NEW] Explore the Common Holdings View in Holdings (Overlap)/Comparables to better understand the overlap and distinctions within your portfolio or fund
[NEW] The Dashboard now features Heatmap & News modules as default tabs, providing instant access to market trends and headlines
Report Builder now categorizes reports by type, simplifying navigation and customization
Report Builder improvements include the ability to display the benchmark Model Portfolio name in Cumulative Return displays
Enhanced flexibility in the PDF Report Builder with options for saved asset security in your custom reports
PDF Reports now feature a reorganized group metric module for enhanced report structuring
Compliance reports now replace report types with categories, streamlining compliance tracking and reporting
Comprehensive Account View Tax Analysis now includes a column specifically for clearer tax implications analysis
Enhancements in Attributions include the addition of Bond Sector and Bond Maturity options, enriching the relative tab for more detailed bond insights
We've introduced Model Portfolio Turnover Ratio, allowing for a deeper analysis of Model Portfolio turnovers
Support for Cash holdings in imported VRGL accounts, expanding compatibility and integration
Launch of a New Report - ICI Money Market Fund Assets, offering insights into money market fund behaviors
Updates to Mutual Funds Quote pages include revised labels and YCharts Categorization/Benchmark for a better understanding of fund metrics
GICS sector data is now available in the Attribution tab, providing deeper insights into sector performance
Holdings as of Date info field added, ensuring up-to-date and accurate reporting of holdings data
Improvements in Lipper holdings coverage enhance the depth and accuracy of fund data
Implementation of Multi-Factor Authentication (MFA) for user logins, bolstering security across your accounts
Single Sign-On (SSO) now requires a Partner for AutoLink Providers, enhancing security and integration efficiency

Updates:

Squashed a Bug that prevented the correct validation of Client Group logos
Squashed a Bug affecting validation of files uploaded from memory
Squashed a Bug where certain metrics did not sort properly in tables
Squashed a Bug in the GICS importer that incorrectly removed some records
Squashed a Bug affecting category flow calculations, now using share class flows instead of fund-level flows
Squashed a Bug during the refactoring of the create module method in Custom Email Reports
Squashed a Bug that affected logging during FTP Model Portfolio uploads
Squashed a Bug that disrupted the layout of the Portfolio Optimizer
Squashed a Bug that added necessary context for logs in commands and tasks
Squashed a Bug that corrected None objects appearing in exchanges lists
Squashed a Bug that caused incorrect sizing of the Risk/Reward module in landscape PDF reports
Squashed a Bug that fixed label overlap in the Tech Chart when in full-screen mode
Squashed a Bug that improved handling of unauthorized errors
Squashed a Bug that addressed overflowing content in the Security Metrics PDF module
Squashed a Bug that eliminated timeouts when generating large PDF reports
Squashed a Bug in PDF reports where the datatable tearsheet module exceeded the page limits
Squashed a Bug that caused the pie chart to ignore certain calculations in Charts
Squashed a Bug that corrected the default color state in tech chart technicals
Squashed a Bug that converted IRebal blended model holdings current values to Decimals in Integrations
Squashed a Bug that added a body-width variable in Portfolios and Attribution
Squashed a Bug that ensured the correct display of legends and hid value labels in fund charts in Report Builder
Squashed a Bug that updated the least frequently used calculation for security metrics
Squashed a Bug that adjusted fractile calculations to account for holidays
Squashed a Bug that corrected bond sector and maturity staff checks
Squashed a Bug that enabled the request user to generate tearsheets and disclosure
Squashed a Bug that resolved issues with the Fund chart in the tearsheet builder
Squashed a Bug that fixed an issue with legacy tearsheets not appearing
Squashed a Bug that fixed the overflow of the expense ratio table in dynamic disclosures
Squashed a Bug that included DynamicModelPortfolio in transition analysis
Squashed a Bug that addressed the overflow of definitions in dynamic disclosures

April

New Content

Cathie Wood’s Disruption Era Discussion - Webinar
Q1 Fund Flows Webinar with VettaFi’s Lara Crigger - Webinar
Q1 2024 Economic Summary - Deck
YCharts Monthly Product Update - Blog
A Closer Look at Q1 Fund Flows - Blog

Enhancements:

[NEW] You can now add Tech Chart modules to your Dashboard with options to hide/show the legend and zoom navigation bar, allowing for a tailored viewing experience
[NEW] You can now enrich descriptions for Custom Securities and Model Portfolios with links and customized fonts
[NEW] You can now import cost basis data into Model Portfolios from Addepar, Black Diamond, and Orion, enhancing your portfolio management capabilities
GICS Category data is now available in securities’ Info Fields, providing deeper financial insights
Use Comparison Portfolios in Portfolio Optimizer to better analyze and compare different investment strategies
You can now set Fundamental Chart start dates to when markets were closed if data is available, providing more flexibility in your analysis
You can now remove value flags in Fundamental Charts, allowing for a clearer display.
Only valid frequency options are shown in Tech Charts, no longer have to disable them
Load Adjusted Return calculations now available for mutual funds
One week total return and one week price return metrics are now available
You can now create, save and print "draft" reports in Report Builder, providing greater flexibility in report preparation
Help modals have been added for pie charts in the Report Builder and for setting Email Report frequencies
Report Builder Designation is now available in User Preferences
Added Tearsheet PDF modules to Multi Comp PDF reports and increased the character count in PDF report footers

Updates:

Squashed a Bug in our Mutual Fund calculations that was causing Total Return Level not to update for a subset of funds.
Squashed a Bug that was causing invalid fund identifiers from the MSCI API
Removed time from Key Stats module as of date
Squashed a Bug causing the fund chart timeframe to auto-change to max
Squashed a Bug to correct holding weights when importing blended models from iRebal
Squashed a Bug causing annual & bar chart landscape module report & preview misalignment
Squashed a Bug causing the Portfolio Optimizer to get stuck when using a quickflow
Squashed a Bug causing “as_of_quarter_end” issues in Holdings PDF modules
Squashed a Bug causing figures to display incorrectly in the bar chart in the custom PDF report module
Squashed a Bug causing duplicate MP from the edit view
Squashed a Bug causing Ticker tape securities to reset to default when a deleted list is saved
Squashed a Bug causing error responses on logo requests for emails in Email Reports
Squashed a Bug causing the main scrollbar to close dropdown menus when clicked
Squashed a Bug causing issues with zooming in on the minimum or maximum point in a chart or scatter plot
Squashed a Bug causing index data to not display in the Metric Groups module in PDF Reports
Squashed a Bug causing comparison portfolios to remain enabled in Portfolio Optimizer even if parameters are invalid
Squashed a Bug causing Multi Metric Select Modal to exceed the limit in Email Reports.
Squashed a Bug causing issues with importing holdings without CUSIP from Black diamond
Squashed a Bug causing custom colors not to apply to scenario charts in PDF reports.
Squashed a Bug causing Percent Off All-Time High to be calculated using an incorrect All-Time High date
Squashed a Bug causing Tech Chart dashboard module errors due to log scale parameter issues
Squashed a Bug causing correlations without metrics to remain in fundamental charts
Squashed a Bug causing Referral Marketing Content Link to display outdated information
Squashed a Bug causing talking point metric values not to be formatted by type
Squashed a Bug causing security list type to be un-set when empty
Squashed a Bug causing import holdings symbols to be formatted incorrectly
Squashed a Bug causing user-saved data inlines to display if objects exceed 1,000
Squashed a Bug causing dates to display incorrectly in the Tech Chart legend
Squashed a Bug causing tooltip frequency help popup to not work properly in Tech Charts
Squashed a Bug causing “include_benchmark” to be unset when creating a custom report from a template
Squashed a Bug causing MACD display values not to update and Ichimoku Cloud opacity to be incorrect in Tech Chart
Squashed a Bug causing Email Reports to not send properly in Custom Email Reports
Squashed a Bug causing issues with Dark Mode stylesheets
Squashed a Bug causing the ticker tape edit button to not be visible on the dashboard
Squashed a Bug causing exceptions on failed cost basis requests from Orion
Squashed a Bug causing sleeve Model Portfolios to flatline
Squashed a Bug causing Client Group logos not to validate correctly

March

New Content

2024 Advisor-Client Communications Survey Recap with Samantha Russell - Webinar
2024 Advisor-Client Communication Survey - White Paper
YCharts Proposals & Reports Update - Blog
A Closer Look at Feburaury Fund Flows - Blog

Enhancements:

You can now bring your cash holdings over using the iRebal integration, allowing for more comprehensive portfolio rebalancing
Model Portfolio upload template files have been updated, streamlining your portfolio management process
You can now toggle between Dollar and weight values in Report Builder, offering you more flexibility in how you view your data
You can now update the title in the Holdings Module in Report Builder, giving you more control over how your information is presented
The Basic Info Module in Report Builder now features updated security naming logic in the Overview report, enhancing clarity and understanding
We've updated Separate Account and benchmark information in Dynamic Disclosures, ensuring you have all the necessary details to stay compliant
New Tenant Rent has been added to the suite of Economic Indicators, so you can stay ahead with the latest insights from the real estate sector
Fundamental Chart start dates can now be on a day when markets were closed, provided data was reported on that day, offering you more accuracy in your analysis
Info Fields have been added for ESG Data, helping you make more informed, socially responsible investment decisions
Display iRebal push errors as a list, making it easier to identify and address any issues during integration

Updates:

Squashed a Bug that hid the date in the Tech Chart legend
Squashed a Bug where text was cut off in landscape custom text modules with a blank module title for improved readability
Squashed a Bug with importing same-day Assets Under Management (AUM) data for various mutual funds and ETFs
Squashed a Bug to fix stress test default templates for new users
Squashed a Bug in Custom Email Reports to handle no access errors
Squashed a Bug to remove tearsheet PDF reports from the PDF reports filter for a more streamlined experience
Squashed a Bug that allows user to un-delist securities, if possible, instead of creating new ones
Squashed a Bug involving the On-Balance Volume indicator in the Tech Chart tab's default state
Squashed a Bug that hid the back button when creating new memberships for client groups with large numbers of memberships, enhancing navigation
Squashed a Bug that allowed excessive market cap evaluations for a more realistic market representation
Squashed a Bug to fix VRGL investment strategies weightings for precise strategy implementation
Squashed a Bug to fix stress test PDF export x-axis dates for accurate timeline representation
Squashed a Bug to fix an error in Model Portfolios levels calculations for MPs with historical returns
Squashed a Bug to fix long titles & long cover notes for PDF report cover pages
Squashed a Bug to fix PDF reports proposals module and fundamental chart legend cut-offs
Squashed a Bug to adjust the Fundamental Chart start date when the start date is before the performance
Squashed a Bug with model portfolio calculations not scaling Cash correctly when it's the only item in the portfolio
Squashed a Bug with model portfolio calculations and rebalances when the portfolio has historical performance data for enhanced accuracy
Squashed a Bug to fix PDF comparison table module spacing for a better report layout.
Squashed a Bug to remove the report title in landscape footer custom report PDFs for a cleaner presentation
Squashed a Bug to that disabled the ability to return client portfolio holdings in the dashboard watchlist
Squashed a Bug to fix preview images on unsaved stress test PDF modules for a more reliable editing experience
Squashed a Bug to show the custom footer in portrait cover pages
Squashed a Bug to improve Report Builder Full-Access view behavior
Squashed a Bug to fix the initial Model Portfolio level 0 for correct portfolio initiation
Squashed a Bug in Tech Chart to update the error message when the securityInfoMap is empty for clearer error communication
Updated the fixed check and set needs review method
Squashed a Bug with portfolio duplication where historical data was not duplicated when uploaded via SFTP
Squashed a Bug in the End-to-End (E2E) Home Mobile Screenshot for improved testing accuracy.
Squashed a Bug to ensure all securities have data on the as-of date for reliable report generation

February

New Content

Charles Schwab Integration - Webinar
YCharts Proposals & Reports Update - Blog
The S&P Just Crossed 5,000. What's Next? - Blog
A Closer Look at January Fund Flows - Blog

Enhancements:

[NEW] iRebal integration is now available
[NEW] Export Portfolio Optimizer results as a PDF, with Correlation Matrix export settings, correlation tab labels, and a Holdings weight band
[NEW] Public Custom Securities are now available starting with Hines Global Income Trust AX- Advisor
With Schwab, Pershing, and Redtail integrations you can import an account as a single holding
Pie Chart and Basic Info modules are now available in Report Builder
Choose your preferred report orientation with the new PDF Report Builder template picker
Full-page images now fill the page in landscape reports, making your Report Builder outputs more engaging
Full Page Cumulative Return and Basic Info Multi Comp With Fees modules now available in Report Builder
Export your tearsheets as landscape-oriented PDF modules for a better viewing experience
You can now subscribe to shared Email reports to keep a pulse on the latest insights and updates
We've updated our Return on Equity calculation to use Total Equity instead of Book Value
Gross Expense Ratio now available as a metric
The Bloomberg Intermediate US Govt/Credit Index is now available
WSTS Semiconductor Billings Report is now available in Economic Indicators

Updates:

Squashed a Bug regarding handling large negative date values for the Excel API for enhanced data accuracy
Squashed a Bug in the Stock sectors heatmap, fixing a bad color issue
Squashed a Bug regarding the VRGL import benchmark/investment strategy
Squashed a Bug involving the creation process for Talking Points
Squashed a Bug when retrieving relative attribution data with no returns data for portfolio or benchmark
Squashed a Bug with dashboard modules not updating correctly after changing the security list
Squashed a Bug regarding apostrophes in stress test titles
Squashed a Bug to remove null value custom labels from generated PDF reports
Squashed a Bug with the correlation matrix export modal title
Squashed a Bug to update the fundamental chart 'no data' class
Squashed a Bug to exclude delisted companies/mutual funds from alerts
Squashed a Bug where the email reports save button was not enabling on changes
Squashed a Bug to account for when reports have no custom security labels
Squashed a Bug in Pershing: increased timeout for requests
Squashed a Bug with Portfolio Optimizer involving exporting weightings
Squashed a Bug where there would be overlap on fundamental chart legends on the Dashboard
Squashed a Bug in "Bar Chart" and “Annual Return” modules in PDF Reports
Squashed a Bug with landscape PDF templates that had blank pages
Squashed a Bug with model portfolio calculations when the portfolio has historical performance data
Squashed a Bug with Branding Account Settings pane buttons in dark mode
Squashed a Bug in Email Reports related to the unsubscribe confirmation page and benchmark validation
Squashed a Bug in the Model Portfolio with an undefined variable error on the list page
Squashed a Bug with landscape tearsheets’ overflow for company funds
Squashed a Bug to allow more than 9 gradient colors in custom PDF reports
Squashed a Bug with in the portfolio optimizer export modal

January

New Content

[UPDATE] Super Charged Asset Gathering: Top 10 Visuals for Prospects & Client Meetings
[NEW] Best Performing ETFs of 2023 (Equity) Deck
[NEW] Best Performing ETFs of 2023 (Fixed Income)Deck
Quarterly Economic Summary Deck (PDF, PPTX)

Enhancements:

[NEW] Templates are now available in Scenarios to quickly visualize withdrawal and contribution scenarios for your client
[NEW]PDF reports can now be created in landscape view, ensuring that every team member can benefit from comprehensive data insights
Personalize your PDF reports with tailored footers, so that your reports meet firm-specific compliance requirements
You can personalize Email Reports templates that go directly to your inbox
You can now customize PDF naming conventions across all relevant modules, making your modules easier to identify
Users can now import accounts as single holdings directly from Addepar, VRGL and Black Diamond
We've added exposure/performance proxy and cost basis columns to the Model Portfolio template upload for a more comprehensive view of your portfolios
There’s now a 'Download Image' option in the Export dropdown for Scenarios, enabling easy sharing and presentation of your data visuals
Added FOMC projections to our suite of economic indicators
PDF reports are now available for security lists, offering a polished and portable format for your data analysis
Fundamental/Scatter Plot charts now automatically adjust their height to the remaining window space, ensuring optimal visibility and layout
Create custom categories for your custom PDF report templates, allowing for more tailored and relevant report sorting
Removed the two metric minimum restriction on the top 10 holdings PDF report modules
Added a weight/dollars metric toggle to the absolute attribution table, giving you more control over how your data is displayed and analyzed
Updated our default consent settings for EU countries to align with GDPR, ensuring your data is handled with the utmost care and compliance
For smoother and more secure login experiences, we've incorporated Deflate Compression into our SAML Request process

Updates:

Squashed a Bug regarding styling issues in the Tech Chart and Portfolio Optimizer apps for an improved visual experience
Squashed a Bug in Watchlist Manager where the Watchlist modal did not always show the correct text
Squashed a Bug regarding a freezing issue in the heatmap module when handling a large number of items
Squashed a Bug concerning the redirect issue to the quote page from the attribution page for stocks
Squashed a Bug regarding items remaining shared with a group even if changing the group fails
Squashed a Bug regarding invalid characters in custom security file names
Squashed a Bug in the Tech Chart annotations toolbar could not be closed
Squashed a Bug with dark mode colors in the heatmap module and Portfolio Optimizer
Squashed a Bug regarding creating a duplicated portfolio when the original one was deleted
Squashed a Bug regarding missing portfolio disclosure for client portfolios and benchmark portfolios
Squashed a Bug regarding a dark mode override in Portfolio's ESG pie chart for consistent theme application
Added multipliers (M, B, T) for formatting numbers in Excel exports
Squashed a Bug with general data info endpoint used in the stress test bar chart if no end date is given
Squashed a Bug with instantiating PDF Template with Saved Fund Chart
Squashed a Bug with CAD/USD price importing issue for CE funds
Squashed a Bug with Corrected Stock Sector Exposure module height when benchmark is enabled
Squashed a Bug with paginating metric definitions that include tables in PDF reports
Squashed a Bug regarding Y-rating valuation formula
Squashed a Bug regarding deleting performance proxies when security is deleted
Squashed a Bug regarding company admin price links for closed-end funds
Squashed a Bug regarding the height cut off in the Indicator page chart and email report preview modal width
Squashed a Bug regarding periodic returns PDF CSS, improving the aesthetic and readability of reports.
Updated arrow position to scale based on font size
Squashed a Bug regarding page numbers in PDF reports generated for a security list
Squashed a Bug concerning calculation being fetched with an invalid date field
Squashed a Bug where reports were generating for unavailable securities
Squashed a Bug where users could view deleted dashboard tabs
Squashed a Bug regarding the calculation of “since inception” Alpha and Beta

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