Production Overview
This post details the changes that went into production or in our testing environment for Inovestor For Advisors on September 8th, 2023. All changes apply to the institutional license. This is our first release of the institutional version.
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.
Testing Environment Overview
Our team is currently working on the following features.
Partial U.S. Dataset without analyst estimates
We wish to add the U.S. universe for the buy/list lists. However, we do not expect all the fields to be available. Also, we already know that the analyst estimates will be excluded from this future release because more work is necessary for these fields.
Create a user variable (predefined formulas)
We separate the user variable feature into 3 features:
- Predefined variables (drop-down menu)
- Customized variables (adding variables in the drop-down menu)
- Advanced variables (creating an unconstrained variable)
While we plan to integrate the 3 features, our dev team is working actively on the predefined variables as they’re the simplest and, according to the feedback we’ve received, the most widely used form. It is also critical to many users as the feature is needed to properly replicate the existing strategies.
Our primary focus is ensuring business continuity for existing CPMS clients, and this focus guides our development plan.
Create a universe from a strategy
By default, the universe looks at all stocks. However, with this new feature, it will be possible to add a strategy as the universe. Usually, users change the universe to a strategy replicating an index such as the S&P/TSX Composite, S&P/TSX 60, CPMS 250, or CPMS 200.
