In this update, we added one functionally that was not finished for the previous release and so we made an extraordinary release just for it. These changes apply only to the institutional license.
Bug Fixes
- Pooled strategy precedence: The precedence feature allows the user to switch their preference on whether substrategies are allowed to buy stocks held in other substrategies. This functionality was not working properly when some substrategies were using a strategy as universe.
- Pooled strategy rebalancing – The pooled strategy was not properly rebalancing the substrategies according to their allocations within the pooled strategy.
Final Words
We appreciate your ongoing support and encourage you to explore the enhanced features and improvements in this latest version. As always, we value your feedback, so please don’t hesitate to reach out with any suggestions or concerns.
