This release notes gives information specific to each version of the application on improvements, new features, and known issues.
3.0.0.5889
Released 12/10/2014
- Performance and stability enhancements for current portfolio selection
3.0.0.5884
Released 12/03/2014
- Added Full-Scale Optimization
- Added low-frequency estimations for risk and return
- Added ability to export turbulence data
- Displaying end-of-horizon and within-horizon VaR on risk budget estimation type
- Short positions on portfolios weights are highlighted in red
- Start and end dates are highlighted if they are outside the common date range
- Performance and stability enhancements
3.0.0.5821
Released 9/25/2014
- Report page updates
- Performance and stability enhancements
3.0.0.5817
Released 9/18/2014
- Various UI updates
- Additional diagnostic information for license request
3.0.0.5807
Released 9/12/2014
- Various Performance and stability enhancements
3.0.0.5771
Released 9/02/2014
- Various Performance and stability enhancements
3.0.0.5769
Released 8/25/2014
- Various Performance and stability enhancements
3.0.0.5745
Released 6/24/2014
- Report visual improvements and touch-ups
- Copy/save ability for wealth charts
- Within-horizon explained report page added
- Wealth tulip report page
- Return attribution statistics for factor analysis
- Various Performance and stability enhancements
3.0.0.5682
Released 5/12/2014
- New license manager
- Performance and stability enhancements
3.0.0.5675
Released 5/08/2014
- Time series check sum. Client gets notification when time series file is changed
- Welcome screen added
- New wealth charts
- Performance and stability enhancements
3.0.0.5659
Released 4/30/2014
- Report page Performance and stability enhancements
3.0.0.5654
Released 4/28/2014
- Various minor report page touch-ups
- Added more colors to report pages to allow up to 40 different asset class colors
- Performance and stability enhancements
3.0.0.5639
Released 4/16/2014
- Various minor report page touch-ups
- Performance and stability enhancements
- Both ‘Expected Geometric Return’ and ‘Historical Geometric Return’ available on Executive Summary screen
- Performance and stability enhancements
3.0.0.5623
Released 4/08/2014
- Updated real cash flow rules (constant growth) to discount first cash flow in real terms relative to index = 0; (t-1)
- Black-Litterman Return Estimation released
- Time Series Utility clean up
- Performance and stability enhancements
3.0.0.5565
Released 3/24/2014
- Performance and stability enhancements
- Filtering frequency of available time series
3.0.0.5561
Released 3/12/2014
- Performance and stability enhancements
3.0.0.5545
Released 3/3/2014
- Performance and stability enhancements
3.0.0.5537
Released 2/24/2014
- Application shutdown on exception
- Added asset count on Selected Assets table
- Can paste license key using Ctrl+V from the first text box
- Setting the SeriesShortName to SeriesName if SeriesShortName value is not set within TSU
- Performance and stability enhancements
3.0.0.5524
Released 2/19/2014
- Performance and stability enhancements for currency adjustment
3.0.0.5522
Released 2/18/2014
- Performance and stability enhancements
- Added Block Bootstrap simulation
- Added status feedback
- Added Wealth rule editing
- ‘Select All” Risk Factors
3.0.0.5484
Released 2/07/2014
- Performance and stability enhancements
- Exposure to Loss/Higher Moments tab selection fix
- Copying just the column or the whole grid on Define Portfolios
- Disabled mouse wheel changing grid values
3.0.0.5478
Released 2/06/2014
- Performance and stability enhancements
- 2.5 case file loading with missing time series
- Tracking Error Two slider for MTT optimization
- Excel Add-In updates
- Merged in Factor Analysis. This is now available for client who have this option enabled in their license
3.0.0.5447
Released 1/27/2014
- Bug fix for re-ordering of portfolios on Define Portfolios screen
- Ordering of assets on Constraints screen corrected to match Select Assets screen
- Bug fix on Turbulence report pages
- Added confirmation message box to Excel add-in when data has been loaded successful
- Asset Class is now optional on a column-by-column basis when using Excel add-in
3.0.0.5428
Released 1/16/2014
- Bug fix on return estimation page
3.0.0.5422
Released 1/15/2014
- Performance and stability enhancements
- Case file conversion fix
- TSU fix
- Export of contribution and disbursement matrix in addition to the wealth matrix
3.0.0.5414
Released 1/10/2014
- Performance and stability enhancements
- Trivial aesthetic UI tweaks
- Executive Summary screen labeling
- Multiple Views
3.0.0.5389
Released 12/20/2013
- Fixed event handling for setting custom reports path.
- Added Windham logos within custom reports and added appropriate nodes within the CustomContent.xml file. This will make it easier for clients to set custom logos for reports.
- Implemented file validation during load (checking for an empty file as well as a valid database).
- Updated LegacyCaseFile.xsd (added ContinuousVARSensitivty as AssetLevelRiskAnalysisMethodType).
3.0.0.5352
Released 12/09/2013
- Fixed: Case file conversion from earlier versions of 3.0
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Category:Installation & Upgrading