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Release Notes 2020-05-10

Market Returns Grid Improvements

Market returns grid can now be queried for instruments which are contained by indicated:

  1. Accounts
  2. Portfolios
  3. Temas
  4. Custodians
  5. Portfolio Groups

Furthermore, users can now sort rows by their column of preference.

Performance Query Improvements

Performance widget can now be queried for portfolios and/or share-classes which are contained by indicated:

  1. Teams
  2. Portfolio Groups

New Trade Dropdown Fix

For some reason, the "New Trade, Transfer, Investment or Action" button on trade listing page stopped showing all available trade types but only a few. This has happened very rarely. In this release, we tried to fix this issue, too.