We recently released the following new features and upgrades on NGEN Markets:
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We now show all your desktop share links in a Share Link Manager that can be accessed on the top right of the application.
You can also renew desktop share links for a further 7 days by clicking in the renew icon next to any share link.
Portfolio Analytics will now show a checkbox (top right in Asset Allocation->Overview) indicating derivative positions in any of your portfolio holdings – you can choose to consider them in asset allocation calculations.
In Compare->Compare Securities->Rolling, you can now download all statistics in Excel for rolling analysis.
In Compare->Compare Securities, when you load a new compare list, the name of this list will remain in the ‘save’ input box , so that any changes can be saved (overwritten). If you want to ‘Save As’ as a different list, simply edit this name.
In Compare->Compare Securities, anything that is not a fund will load as a different colour in the main list for clarity.
In Compare->Calendar Years, we fixed a bug where some of the older year column heads were not showing.
In Compare->Compare Securities, can you now switch the autocomplete search between Regular and direct when adding new funds to the compare list.
In Funds->Query, you can now sort the columns in the resultant fund list.
In Funds->Query, you now get all columns (including query parameter columns) in the Excel download.
The Risk vs. Return tab in both Portfolios and Compare now provide an Excel download options for all the data on the chart.
The PPT download option for Funds, Portfolios and Portfolio comparisons will now apply your selected ‘Base Colour’ (this can be set in the Settings->Colours) to the left panel of all pages in the PPT. Please try to select a darker colour as the text over this area will always be white.
The Monthly SIP tool now also lets you run SIP analysis on Category Average historical data.
Drawdown analysis for Portfolios and individual securities now lets you download worst ten drawdowns in Excel.
In Clients, Excel downloads will now also include the ISIN code for funds and stocks.
Position overlap screenshots are now larger as a result of removing the left-hand panel showing common holdings across all securities.
In Clients->RTA Connection, for multiple ARN holders, the consolidated view loads by default.