This release includes performance enhancements, improvements and bug fixes, including:
- Portfolio Manager
- Added 'Notes' column to Cash and Term Deposits > Income Report.
- Improved 'Estimated Yield' logic for hybrid securities to use 12 month prior dividends as an estimate of future dividends.
- Added logic to adjust cost base for Capital Returns.
- Time Weighted Return in the Portfolio header, Performance table (Since Inception) and Security Summary page will not be annualised if held under 1 year.
- Added 'Total Received' column in the Income Report.
- Portfolio Optimiser
- Fixed display issue in Microsoft Edge.
- 9 Golden Rules Screen
- Added company code in browser header, to easily identify company's when using multiple tabs.
- Mobile Site
- Fixed issue with clicking on next page of results on iPad.
- Enhancements to speed and performance