{"id":51817,"date":"2024-02-06T05:00:58","date_gmt":"2024-02-06T05:00:58","guid":{"rendered":"https:\/\/www.inovestor.com\/?p=51817"},"modified":"2024-02-14T15:44:37","modified_gmt":"2024-02-14T15:44:37","slug":"release-notes-2024-02-06","status":"publish","type":"post","link":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/","title":{"rendered":"Release Notes 2024.02.06"},"content":{"rendered":"<p>In this update, we added functionally requested by many as well as addressing bugs to ensure smoother navigation and functionality within our platform. These changes apply to the institutional license.<\/p>\n<h3><strong>Enhancements<\/strong><\/h3>\n<ol>\n<li><strong>Daily historical view<\/strong>: Users now can explore their strategy in greater detail, with daily data complementing the monthly snapshots in the buy\/sell lists.<\/li>\n<li><strong>Turnover metric in backtest<\/strong>: Introducing the turnover metric. The turnover is calculated based on the amount of selling and trimming down. We decided to opt for this methodology as we assume that purchases could also be the result of initiating the portfolio or reinvesting dividends.<\/li>\n<li><strong>Enhanced distribution display<\/strong>: The factor attribution report now presents distribution figures with two digits instead of one, enhancing precision and clarity.<\/li>\n<li><strong>Confirmation for cancelation<\/strong>: Prior to canceling any changes made to the buy\/sell rules and backtest settings, the interface will request confirmation from users to proceed with their decision.<\/li>\n<li><strong>U.S. Estimates exception handling<\/strong>: Our system now displays &#8220;zeros&#8221; instead of \u201cnothing\u201d for some U.S. estimates, aligning with the methodology used in the Canadian market. This includes:\n<ul>\n<li>Missing PY\/CY\/NY median &amp; average EPS are now represented as 0s.<\/li>\n<li>All other fields are still shown as &#8220;nothing&#8221;, including:\n<ul>\n<li>PY\/CY\/NY highest\/lowest values<\/li>\n<li>Recommendations<\/li>\n<li>Target prices<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h3><strong>Bug Fixes<\/strong><\/h3>\n<ol>\n<li><strong>Pooled strategies &#8211; Precedence:<\/strong><strong>\u00a0<\/strong>\u00a0The button was always on \u201cno\u201d despite the user selection.<\/li>\n<li><strong>Backtest performance <\/strong>\u2013 The backtest was not properly calculating performance when the backtest would finish with a month ending with \u201c29\u201d or earlier (E.g December 29, 2023). Other small fixes were applied to correctly align the performance between the strategy and the benchmark in specific scenarios.<\/li>\n<li><strong>Buy\/sell rule selection<\/strong>: The interface would not always remember changes such as the change of \u201ctop percentile\u201d to \u201ctop stocks\u201d.<\/li>\n<li><strong>Miscellaneous fixes for backtest \u2013 <\/strong>In specific scenarios, the backtest could crash or sell the whole portfolio at a random date.<\/li>\n<\/ol>\n<h3><strong>Upcoming Enhancements<\/strong><\/h3>\n<p>In the upcoming weeks, our team is geared towards improving the portfolio section to provide you with an even more streamlined and user-friendly interface.<\/p>\n<p>Stay tuned for more updates!\u00a0We appreciate your ongoing support and encourage you to explore the enhanced features and improvements in this latest version.<\/p>\n<p>As always, we value your feedback, so please don\u2019t hesitate to reach out with any suggestions or concerns.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this update, we added functionally requested by many as well as addressing bugs to ensure smoother navigation and functionality within our platform. These changes apply to the institutional license. Enhancements Daily historical view: Users now can explore their strategy in greater detail, with daily data complementing the monthly snapshots in the buy\/sell lists. Turnover [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[15],"tags":[],"class_list":["post-51817","post","type-post","status-publish","format-standard","hentry","category-products"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.3 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Release Notes 2024.02.06 - Inovestor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Release Notes 2024.02.06\" \/>\n<meta property=\"og:description\" content=\"In this update, we added functionally requested by many as well as addressing bugs to ensure smoother navigation and functionality within our platform. These changes apply to the institutional license. Enhancements Daily historical view: Users now can explore their strategy in greater detail, with daily data complementing the monthly snapshots in the buy\/sell lists. Turnover [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\" \/>\n<meta property=\"og:site_name\" content=\"Inovestor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Inovestor\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-06T05:00:58+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-02-14T15:44:37+00:00\" \/>\n<meta name=\"author\" content=\"Anthony Menard\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:site\" content=\"@Inovestor_\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Anthony Menard\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\"},\"author\":{\"name\":\"Anthony Menard\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d\"},\"headline\":\"Release Notes 2024.02.06\",\"datePublished\":\"2024-02-06T05:00:58+00:00\",\"dateModified\":\"2024-02-14T15:44:37+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\"},\"wordCount\":382,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"articleSection\":[\"Product Update\"],\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\",\"name\":\"Release Notes 2024.02.06 - Inovestor\",\"isPartOf\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#website\"},\"datePublished\":\"2024-02-06T05:00:58+00:00\",\"dateModified\":\"2024-02-14T15:44:37+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#breadcrumb\"},\"inLanguage\":\"en-CA\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.inovestor.com\/en-ca\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Release Notes 2024.02.06\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#website\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"name\":\"Inovestor\",\"description\":\"Make investment decisions that matter most\",\"publisher\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.inovestor.com\/en-ca\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-CA\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#organization\",\"name\":\"Inovestor\",\"url\":\"https:\/\/www.inovestor.com\/en-ca\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png\",\"contentUrl\":\"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png\",\"width\":1581,\"height\":422,\"caption\":\"Inovestor\"},\"image\":{\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/Inovestor\/\",\"https:\/\/x.com\/Inovestor_\",\"https:\/\/www.linkedin.com\/company\/inovestor\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d\",\"name\":\"Anthony Menard\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-CA\",\"@id\":\"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g\",\"caption\":\"Anthony Menard\"},\"url\":\"https:\/\/www.inovestor.com\/en-ca\/author\/amenardinovestor-com\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Release Notes 2024.02.06 - Inovestor","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/","og_locale":"en_US","og_type":"article","og_title":"Release Notes 2024.02.06","og_description":"In this update, we added functionally requested by many as well as addressing bugs to ensure smoother navigation and functionality within our platform. These changes apply to the institutional license. Enhancements Daily historical view: Users now can explore their strategy in greater detail, with daily data complementing the monthly snapshots in the buy\/sell lists. Turnover [&hellip;]","og_url":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/","og_site_name":"Inovestor","article_publisher":"https:\/\/www.facebook.com\/Inovestor\/","article_published_time":"2024-02-06T05:00:58+00:00","article_modified_time":"2024-02-14T15:44:37+00:00","author":"Anthony Menard","twitter_card":"summary_large_image","twitter_creator":"@Inovestor_","twitter_site":"@Inovestor_","twitter_misc":{"Written by":"Anthony Menard","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#article","isPartOf":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/"},"author":{"name":"Anthony Menard","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d"},"headline":"Release Notes 2024.02.06","datePublished":"2024-02-06T05:00:58+00:00","dateModified":"2024-02-14T15:44:37+00:00","mainEntityOfPage":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/"},"wordCount":382,"commentCount":0,"publisher":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#organization"},"articleSection":["Product Update"],"inLanguage":"en-CA","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/","url":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/","name":"Release Notes 2024.02.06 - Inovestor","isPartOf":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#website"},"datePublished":"2024-02-06T05:00:58+00:00","dateModified":"2024-02-14T15:44:37+00:00","breadcrumb":{"@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#breadcrumb"},"inLanguage":"en-CA","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.inovestor.com\/en-ca\/2024\/02\/release-notes-2024-02-06\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.inovestor.com\/en-ca\/"},{"@type":"ListItem","position":2,"name":"Release Notes 2024.02.06"}]},{"@type":"WebSite","@id":"https:\/\/www.inovestor.com\/en-ca\/#website","url":"https:\/\/www.inovestor.com\/en-ca\/","name":"Inovestor","description":"Make investment decisions that matter most","publisher":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.inovestor.com\/en-ca\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-CA"},{"@type":"Organization","@id":"https:\/\/www.inovestor.com\/en-ca\/#organization","name":"Inovestor","url":"https:\/\/www.inovestor.com\/en-ca\/","logo":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/","url":"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png","contentUrl":"https:\/\/www.inovestor.com\/wp-content\/uploads\/2022\/04\/Inovestor-logo-high-res.png","width":1581,"height":422,"caption":"Inovestor"},"image":{"@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/Inovestor\/","https:\/\/x.com\/Inovestor_","https:\/\/www.linkedin.com\/company\/inovestor"]},{"@type":"Person","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/a47ac16db946331b2be8a8f78c89331d","name":"Anthony Menard","image":{"@type":"ImageObject","inLanguage":"en-CA","@id":"https:\/\/www.inovestor.com\/en-ca\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/a7ecddb37c5e2996c7e909f93b2f06d1fa4aa5c9b529235fb3916c7a825a2f7f?s=96&d=mm&r=g","caption":"Anthony Menard"},"url":"https:\/\/www.inovestor.com\/en-ca\/author\/amenardinovestor-com\/"}]}},"_links":{"self":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/51817","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/comments?post=51817"}],"version-history":[{"count":1,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/51817\/revisions"}],"predecessor-version":[{"id":51818,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/posts\/51817\/revisions\/51818"}],"wp:attachment":[{"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/media?parent=51817"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/categories?post=51817"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inovestor.com\/en-ca\/wp-json\/wp\/v2\/tags?post=51817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}