09 Apr 2019

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Pascal Lefrancois

Release Notes 20190409.1

09 Apr 2019

Overview

This post details the changes that went into Production for Inovestor for Advisor on April 9, 2019.

Feature 1

Revamped SPiX Page (Indices).

Old SPiX page has been removed from the menu and replaced by an “Indices” option. All former SPiX portfolios are listed on this page with the latest design of the application. Each Index features three different tabs or pages – Description, Holdings, and Returns.

The Description and Returns pages features information that were found on the Summary page in the previous version of the application. Description page includes a newly designed performance graph and periodic returns chart, new sector allocation pie chart, and a new top daily movers chart.

The Return page also includes the newly design periodic returns chart. The Calendar Returns view has been completely overhauled with a new, more intuitive look; contains two views – Value Added and Absolute Returns.

The Holdings page includes information from the Constituents page of the previous version of the application. Holdings page features three different views -Overview, StockPointer, and Fundamental.

Feature 2

Market Trends Migration.

The Market Trends page has been completed migrated to Indices page and removed from the menu selection. The feature can now be found on the Description tab of Indices in the sector allocation pie chart. The new Market Trend includes the new design of the application with a more dynamic display.

Fixes

This release also contains several bug fixes and text and error messages changes throughout the application.

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