HiddenLevers made a variety of product enhancements in June and early July:
- Custom Data Upload – Under Data + Charting -> My Data, you can now upload your own custom time series data and analyze it just like any other security. Once you’ve added a data set, it can be added to a portfolio, used in charts, and analyzed on reports as well.
- Asset Class Rollup Option on Reports – Use this option on the Portfolio Stress Test and Portfolio Comparison reports to show only high level asset classes (Equities, Fixed Income, Alternatives, Cash) instead of individual securities. This can help you to simplify client reports or to produce reports for prospective clients without disclosing proprietary information.
- Asset Allocation on Portfolio Profile – The profile pages for each portfolio now contain an asset allocation pie chart so that you can see a portfolio’s allocation breakdown alongside performance at a glance.
- New Help Tooltips – In an attempt to make HiddenLevers easier to use, we’ve replaced our old Help link with help tooltips throughout the site! Simply scroll over tooltips on almost every page to get a better understanding on what certain numbers mean or how certain features work.