Production Overview
This post details the changes that went into production or in our testing environment for Inovestor For Advisors on September 30th, 2023. All changes apply to the institutional license.
This release was made mainly to make available the platform to our testers. We do not plan to present the platform to clients.
Buy/sell lists (qualified)
The lists allow the user to visualize the stocks that:
- Buy list: meet all the criteria.
- Sell list: meet at least one criterion of the sell lists.
Testing Environment Overview
The enhancements currently in our testing environment are the following.
Buy/sell lists for Canadian Universe
- The user can create buy and sell lists (both “all” or “qualified”) for the Canadian universe.
- All Fields are available except for the index, macroeconomic, and industry relative variables.
- Morningstar and GICS sector classifications are available.
- Pooled strategies are not yet available.
Export buy/sell lists to CSV
In the top right of the buy/sell lists, the user can now export the results in a CSV.
