Release notes for phaseinvest Portfolio Management Application (PIPMA)
February 13, 2023
Addition of aggregated view to dashboard, additional metrics to stock pop-out charts, and additional fields in details view.
Upload functionality has been enriched to include upload by copy-paste, multiple delimiters, and multiple date formats.
Native coverage for 93 ETFs.
Added refresh button to clear existing workspace.
Factors selected in most recent analysis appear in folder named Recent Factors and risk factors grouped by Factor Class.
March 23, 2023
Data administration module to manage portfolios.
Addition of two price momentum factors and improved search for factors during factor selection.
Native factor coverage to more than 200 ETFs.
Sector name Consumer Cyclicals corrected to Consumer Cyclical so we now have only one sector instead of two versions.
April 6, 2023
Menu moved from top of the workspace to a collapsable panel on the left of the workspace in all modules.
Additional controls, added weight assignment by market cap, and exposure summary always visible in a table.
The addition of search simplifies searching for My portfolios, Shared portfolios, and System portfolios.
May 03, 2023
Enhanced registration and account activation for new users.
It is now possible to use ISIN as an identifier during upload and ticker is no longer case sensitive when uploading by ticker.
Portfolio state dates are now arranged in descending order of date.
This is a multi-factor risk factor which captures the joint Value & Momentum risk premium. It is an equally weighted combination of the Value composite C_Value_EB & the Momentum composite C_PMom_252PDE. Users can now use a single analytic to rank instruments jointly on Value and Momentum.
May 11, 2023
Users can now reach phaseinvest through in-application support chat.
It is now possible to search for securities in phaseinvest's coverage universe via a range of descriptive parameters such as ticker, ISIN, Name, Exchange to display a broad spectrum of descriptive data.
Addition of ERS252 (Exchange Rate Sensitivity 252) as a factor to the Beta Factor Group.
Exposure Analysis Details and Constructor modules now offer an expanded set of descriptive and numeric metrics available as column display.
We have added feature enhancements to existing functionlity.
The factor selector control now displays factors grouped by Factor Class similar to the control in the Dashboard and Constructor.
The icon for Share Portfolio in Data Administration has been changed to make it more intuitive.
May 23, 2023
Two enhancements to the Constructor that makes the selection of securities more streamlined.