Our new updates in 2019.3!

Here’s our latest Monthly Release. We have added a range of new columns and options throughout our Portfolio Management Software to give you a fuller picture of your portfolio.

New Features

  • Product Master
    • Users can now set up different products with the same ISIN on ‘Product Master’ page.
  • Position Reporting
    • Three new columns have been added to the ‘Position Reporting’ page, i.e. ‘Net Daily P&L (Base)’, ‘Net Daily P&L (FOF)’ and ‘Net Daily P&L (Local)’.
  • Trade Query
    • Users can now group the trades on the bases of sector and classification on the ‘Trade Query’ page.
  • Mobile App
    • Users can now see the open quantity on the bases of market, long/short and product type.
  • Mobile App
    • Users can now see the daily traded quantity on the basis of the market, under the new added column ‘DTD Trades’.

Refinements

  • Option P&L
    • Expiration logic and assignment trades logic have been changed for lean hogs option products.
  • Position Reporting
    • Users can now see the strike price for option products on ‘Position Reporting’ page.
This entry was posted in Monthly Releases. Bookmark the permalink. Both comments and trackbacks are currently closed.
Social media & sharing icons powered by UltimatelySocial