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Release Notes 2020-07-05

New Trade Order Group Download Function​

Trade order groups can now be downloaded into a Microsoft Excel spreadsheet as an additional option.

This option provides a subset of the CSV data with one addition: Grouped rows as a summary of multiple allocations.

For example, if there are two trade orders which are identical except of allocation, the spreadsheet will contain an additional row which reports the total quantity for these multiple identical trade orders.

Overhauled Ledger Page​

The ledger page is overhauled, most noticably:

  1. Include much more information on each line as per underlying trade data.
  2. Faster page load.

More User Friendly Asset Class Dropdown​

The "Asset Class" dropdown on instrument details page is now more user friendly: It shows the entire hierarchy of each asset class shown in the dropdown.

Page Load Performance Fixes​

It seems like we have introduced a regression in an (much) earlier version which caused significant slowness in rendering following pages:

  1. Account Listing
  2. Institution Listing
  3. Stock Comparison
  4. Ledger

This regression is now fixed.