PortfolioAnalyst - Release Notes
Latest Release
October 2019
Fund Parser Available in Custom Reports
September 2019
Updated Layout for PortfolioAnalyst
New Performance by Asset Class Report
New Batch Reports
August 2019
View All Holdings
June 2019
Fund Parser
May 2019
Turnover now available in the Risk Measures report
New RFQID attribute in the Activity Flex Report
New risk measures available in Risk Measures report
March 2019
New Portfolio Checkup Interest Comparison
New Portfolio Checkup Tool for PortfolioAnalyst
February 2019
New Sector Categories and Allocation by Assets Report in PortfolioAnalyst
Release Notes Archive
December 2018
New Details of Fees and Charges Section for Canadian Clients
New Default PortfolioAnalyst Report for Canadian Clients
August 2018
PortfolioAnalyst Users Can Now Add Historical Data
Release Notes Archive:
2015
2016
2017
2018