Release 3.61 2022-06-30

We are pleased to announce the release of the Platform 30 June 2022.

New features

for Automation:

• Released Custom Processes which helps to solve specific business requests. See more in the Automotion Article

for Strategy Managements:

• Added widgets with Region and Currency allocation by strategy holdings

• Added vertical axis where Backtest performance ends

• Added Asset Type field on the Strategy, it gives ability to group strategies by Asset Type

for Transaction Loaders:

• Added Manual Import of transactions

Improvements

in General:

• Made some fixes

for Strategy Managements:

• Improved import of holdings, added asset currency in the csv file to find Equities by ticker and Currency

• Fixed Projection calculation

for Reporting:

• Improved CRS report - added logic how to retrieve Account reporting country and which Controlling Persons must be included in the report

for Transaction Loaders:

• Switched Manual Import of transactions to general loader logic, now it’s possible to match and reprocess manual transactions

Technical Work

• Updated Julius Baer parsing logic

• Refactor order model