v5.7.0 Release Notes
- Improved IE csv uploading performance
- Auto detect date when uploading CSV
- new UX to add, edit and delete portfolios
- Allow user to delete all portfolios
- Summary page gets new data points and improvements.
- Summary page now works for portfolios with no transactions
- YTD portfolio calculations improved for cash in and cash out
- Can sort columns in transactions tab to quickly find specific transactions by date or ticker
- Fixed heading lengths that caused UI to be pushed down
- Transactions and summary page switching fix.
- new UX to add, edit and delete screener
Customer support service by UserEcho