05 Jul 2019

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Pascal Lefrancois

Release Notes 20190705.1

05 Jul 2019

Overview

This post details the changes that went into Production for Inovestor for Advisor on July 5th, 2019.

Feature 1

Added Key Performance Indicators

Four new KPI’s added – Reputation, FGV on Market Capitalization, Economic Performance Index, and EVA vs NOP. The Reputation KPI is based on the Market Value Added module and rates the company on a scale of 1 to 5 stars. The KPIs include graphs and an intuitive display of the performance of the company.

Feature 2

New Intrinsic Value section

New Executive Summary page puts now puts more emphasis on the intrinsic value. The retooled page includes a section devoted solely to IV metrics including the actual IV of the company, adjusted IV, price over IV, etc. The IV section also illustrates on how much upside or downside the company has.

Enhancement 1

Retooled Executive Summary page

The Executive Summary page has been revamped with the new design and feel of the other application pages. The new design provides a more intuitive user experience and general direction of the company. The new page design puts more focus on the intrinsic value of the company with a section dedicated to the metric.

Enhancement 2

NOPAT and Capital Pages migrated

The NOPAT and Capital Pages have been removed from the Stock-Pointer tab menu and migrated to the Executive Summary page. Both pages are displayed in a pop-up mode.

Enhancement 3

Simple print function

A print-friendly version of most application pages is now available. The page print-outs will also include the name of the account user.

Fixes

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

Executive Summary

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