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Release Notes 2020-02-16

Stock Comparison​

This function allows comparing stocks of instruments in accounts between two dates. If there is a change in stocks, the number is reported. For convenience, users can click on the number and go to ledger to see the reason of the change.

You can access stock comparisons in three different locations (see below for screenshots):

  1. Under portfolio details to see changes in the portfolio account stocks,
  2. Under account details to see changes in the account stocks, and
  3. Under a dedicated page to see changes according to multiple container types, as in Consolidation:
    1. by Accounts,
    2. by Portfolios,
    3. by Custodians,
    4. by Teams, and
    5. by Portfolio Groups.

Open Alternative DECAF Cafelatte Versions in New Browser Window/Tab​

In this release, we made a change so that the selected version of cafelatte opens in a new browser window or tab.