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Release Notes 2020-01-05

Performance report enhancements and fixes​

  • Users can choose whether to overlay extrnal valuation on top of fund's or share class' series. This means effectively:
    1. If yes, the performance follows YTD % (Ext) (external) value on the fund report.
    2. If no, the performance follows YTD % (Int) (internal) value on the fund report.
  • Default starting date for performance reports is not the previous years last weekday.
  • Various other performance report fixes.