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PortfolioAnalyst - Release Notes 2020

PortfolioAnalyst Release Notes

April 2020

Week Ending April 17, 2020

Projected Income Enhancements

Your estimated remaining income for the year is now available for analysis alongside estimated rolling annual income.
Special dividends are now included in the breakout of projected income.

March 2020

Week Ending March 6, 2020

New Concentration Report is Available Online

In February, we began offering a concentration report in PDF/CSV format. This is now available online under the Fund Parser tab.

February 2020

Week Ending February 7, 2020

New Performance by Underlying Report

Analyze your corporate exposure by grouping the performance (available for TWR or MWR) of your portfolio's derivatives and underlying positions… and more:

  • Top Contributors by Underlying Exposure
  • Bottom Contributors by Underlying Exposure
  • Contribution by Underlying and Derivative
New Consolidated Online View for Master Account Type

Select your master account in the account picker and view your portfolio's consolidated online performance by financial instrument. This consolidated view includes all linked and funded sub accounts.

January 2020

Week Ending January 24, 2020

New Concentration Report

The following features are now included in your parsed portfolio:

  • Long and short breakout
  • Top Holdings
  • Asset Allocation
  • Sector Allocation
  • Region Allocation
  • Country Allocation
  • Financial Instrument Allocation
  • Exposure

Earlier this month, we announced that SPXT is now our default benchmark. Going foward, it will now be referred to SPXTR.

Week Ending January 10, 2020


Historically, dividends were included in SPX returns as SPXT was not offered until this year. Now that we offer SPXT and SPX, dividends have been removed from SPX. SPXT is now our default benchmark. The Performance Attribution vs. S&P 500 report is unchanged and will continue to include dividends.

Release Notes Archive