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