March 2021: Option Price Dividend Rates, Investment Strategy Improvements + More

NEW

Option Price Formula – Dividend Rate

A new input for ‘Dividend Rate’ has been added to the Option Price Formula, to allow for non-zero dividend rates when calculating.

Target Value Rules – Ignore Constraints

Constraints can now be ignored on Target Value Match buy and sell rules, allowing for greater flexibility and more complex rule configurations within investment strategies.

IMPROVEMENTS

  • Projection ID is now available in the list views in Execute/Analyze modules for quick reference.
  • When merging a table structure, deleted columns are now removed from the target to match expectations with what is shown in the diff view.
  • Investment strategies can now be included when copying a model.
  • The text editor on Investment Strategy Steps has been upgraded for a cleaner look and better performance.
  • In the API, the API Key description is now used as the user making any changes in the system, so it is clear that the API made the change and not another user.
  • Table names now appear in the debug view for formulas that return tables.
  • Table formulas now show indexes in the same order as they are configured on the Table Structure setup.
  • The “Less than or Equal” data table index lookup option has been renamed to “Range – Lower Bound” for clarity of its function.
  • Products are now sorted by name on the Asset Allocation screen.
  • Minor performance improvements when merging new table structures.

FIXES

  • Fixed an issue where particular array variable configurations were sometimes not updating the variable chain properly when removing the array reference.
  • Fixed an error sometimes caused by non time indexed array aggregate configurations.
  • Old versions of asset allocations are now filtered out of the model copy views.
  • Table structure column descriptions are now included when merging.
  • Run logs for scenarios numbered as “0” can now be viewed.
  • Model point fields that are used by model point filters can now be converted to variables without error.
  • Overall runtime no longer sometimes appears as less than the run time per scenario on the Run Summary dashboard.
  • Merge change dialogs now automatically close after a merge completes, as expected.
  • Fixed an edge case with rounding causing unexpected results at midpoints.

OPERATIONS

We’ve made some large underlying infrastructure changes and upgrades to improve scalability, stability, security, and performance going forward. We’re always working hard behind the scenes to keep you on the latest and greatest technology.