Skip to main content

Release Notes 2022-09-17

Instrument Watchlist​

We have implemented a new function, namely "Instrument Watchlist", that allows individual users to create their own instrument watchlists. Such watchlists can be observed on the dashboard application.

Users can start "watching" new instruments on the dashboard. Then, the dashboard will show each watched instrument as a card along with its:

  1. Symbol (and name when the mouse is hovered over the symbol),
  2. Last available price,
  3. Percentage change in the price (and the dates of the change when the mouse is hovered over the percentage change), and
  4. A quick line-chart showing the trajectory over the last 10 price observations (and their dates when the mouse is hovered on each observation on the chart).

Updates to Instrument Filters​

  1. Name filter is added to instrument filters. For a given keyword keyword, the filter works as follows: give me all in instruments that contains keyword in its name field, in a case-insensitive fashion.
  2. Symbol filter is added to instrument filters. For a given keyword keyword, the filter works as follows: give me all in instruments that contains keyword in its symbol field, in a case-insensitive fashion.
  3. Users can now choose multiple types when filtering.
  4. Users can now choose multiple subtypes when filtering.

Show subtype on instrument tabulations​

Subtype field is not shown on instrument tabulations.

Preserve table headers​

Some tabulations are changed to preserve table headers:

  1. Valuation report holdings
  2. Portfolios tabulation
  3. Accounts tabulation
  4. Accrual schedules tabulation
  5. External valuations tabulation

Allow Administrators to fetch all watched portfolios (API)​

Administrators can retrieve the list of watched portfolios along with who is watching them.

Filter instruments by instrument attributes (API)​

API consumers can filter instruments by instrument attributes. The attributes querystring parameter consumes a JSON as follows:

[
  {
    "code": "color",
    "value": "red"
  },
  {
    "code": "bank_id",
    "value": "IS23KLS90L"
  }
]