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New features:

  • Stress Testing for VaR including the three methods commonly required by investors: Historical scenario, sensitivity analysis and hypothetical scenarios.
  • Fund denominator and Fund Price ID are now available on the Position Reporting and Portfolio Summary pages.
  • We have a new search box on the Position Reporting, thus making it a lot easier for the user to search anything on the page.


  • Simultaneous real time market data feeds supported, with Product Master providing the extended configuration.
  • A new field has been introduced on the Broker Setup page called ‘Underlyer Type’ for setting up the basis for commissions.


  • The ‘Reports’ tab fits to screens with reduced resolution.
  • Cash positions are now displayed on the Tax Lots page.

See our Release Notes section for the latest feature list.

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