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3.42.0

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@dtslvr dtslvr released this 04 Aug 18:39
3.42.0
9f5c231
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Learn about vigilant mode.

Changed

  • Improved the usability of the portfolio summary by collapsing the Holdings and Cash breakdowns by default
  • Extended the support of the Exclude from Analysis tag from accounts to activities
  • Optimized the performance of the search in the assistant by reusing the cached portfolio snapshot
  • Improved the validation of the import functionality when referencing an asset profile with the data source MANUAL
  • Improved the validation of the endpoint to add a custom asset profile in the admin control panel

Fixed

  • Fixed the fuzzy search for the holdings in the assistant
Assets 2
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