New Features
- New Data Points Addition for Custom Views Batch 5 - Download link below.
- Two new reports added on the Watchlist – Morningstar Portfolio Sustainability Report & Morningstar Portfolio Carbon Report - Download link below.
Bugs / Issues Identified
- The Model Portfolio contains holdings and displays data correctly under the Analyse tab. However, when the portfolio is compared against an account, the comparison view shows “No data available.”
- An error is displayed when uploading a new position to the Model Portfolio.
- Certain policies are not appearing in Portfolio Analytics due to the presence of special characters.