Some of the new features:
– Undo last import – many times people want to delete the last imported transactions
– Bulk corporate actions – dividend, bonus, split and merger can be applied to all your portfolios with a single click
– Enhanced auto mapping for mutual funds – we support more mutual funds that can get automatically mapped into our system
– Automatic year-end closing in accounts – With a single click you can transfer closing balances to the capital account
– Changes to several reports like XIRR, Group XIRR, Realized, Unrealized, Historical Pricing, Income (All Assets) and Other Transactions
We have also made our auto-mapping of mutual funds even better as we are able to detect and automatically map more mutual funds into our system, which means less time spent on manually mapping the mutual funds.