Week Ending January 22, 2021
New PDF Report Changes Applied to IB Canada Annual Report
- General changes include modern styles, reduced blank space, fewer pages, and faster report generation.
Week Ending January 8, 2021
Changes for Reports in CSV Format
- Add analysis period and as of dates to each report.
- Add MetaInfo record discriminator.
- New Allocation and Performance by Sector report
- Legacy reports Allocation by Sector and Performance by Sector have been removed and combined into our new Allocation and Performance by Sector report.
- The allocation section now offers amount and percent change over time. Δ represents change.
- The performance section now offers MTM performance represented in amount and percent.
- New Fixed Income report
- Analyze your bond portfolio with our new Fixed Income report.
- User will be prompted with message when selecting both Historical Performance/Benchmark Comparison, Performance Statistics/Benchmark Comparison, Risk Measures/Benchmark Comparison.