Release Notes - Version 51

Bond Calculator (Improvement – IM 13350)

In the "Bond Calculator" widget, the yield is recalculated retrospectively after changing the date selection if necessary. Previously, only the current date or a date in the future could be set as the value date.

Chart Analysis (Improvement – IM-13349)

The default setting for “Include dividends” is now “Enabled”.

Full Quote, Fund Data: Context menu for benchmark (Improvement – IM-12596)

In the "Full Quote" widget and in the "Other basic information” view of the "Fund Data" widget, you will now also find the familiar context menu for benchmarks in order to quickly open these instruments in other widgets.

This context menu is only useful for single instruments. It is not available for individual benchmarks made up of several instruments.

Focus Tile (New – IM-9593)

The “Focus Tile” is officially introduced as a new widget with this release.

In this compact widget, you can select a security using the integrated instrument search. If necessary, select the desired trading venue from the selection list.

As with the Performance Tile, the functions in the header are only displayed when the mouse is pointed at the widget.

You can also use the widget settings to define which security indicator should be displayed:

·        Long description

·        Short description

·        ISIN

·        Symbol

·        Valor

For example, drag and drop a field from the “All Fields” widget into the “Focus Tile” widget.

Use this widget for quick linking or grouping, for example.

Fund structure: Fund breakdown (Improvement – IM-13376)

All allocations are now checked so that only the current ones are displayed.

This affects the following widgets and products:

·        Fund Data

·        Fund Comparison

·        Compass

Earnings Estimates (S&P) (Improvement – IM-13387)

The “Sector net asset value per share (in currency)” in the “Per share” view and the “EPS long-term growth” in the “Analyst recommendations” view have been added as new key figures.

Grouping of widgets: Multi-instrument linking (New – IM-13407)

The grouping function for widgets has been expanded to include multi-instrument linking. With this new functionality, you can, for example, track news of all values in a Watchlist in the “News Search” widget - if the two widgets are in a group.

Potential source widgets:

·        Watchlist

·        Portfolio

·        Index Members (including index)

One possible target widget is the “News Search” widget.

Example: News Search grouped with Index Members (DAX)

Compass: Default settings charts (Improvement – IM-13379)

The default setting for the period shown in the chart is now 5 years instead of 1 year in Compass.

Index Members: Multi-instrument linking (Improvement – IM-13415)

This widget now supports multi-instrument linking. Please read also section Grouping of widgets: Multi-instrument linking (New – IM-13407).

Watchlist: New view "Ratings" (Improvement – IM-13123)

The new “Ratings” view is available in Watchlists. Here you can see all available long term and short term ratings with the corresponding modification date from Fitch, Moodys and S&P for the instruments.

By default, the columns for ratings are selected on an instrument basis. The addition “I” in brackets in a column name means that a rating is not based on instrument level but on issuer level:

You can also show these columns via the widget settings.

Performance Tile, Focus Tile (New – IM-13193)

In these two compact "mini-widgets", the grouping icon is now also permanently displayed at the bottom right.

Tables (Improvement – IM-13333)

The view of the "Trend" column in tables has been optimized.

Wealth Portal: Blinking functionality (Improvement – IM-13450)

The "Wealth Portal" widget now also supports the blinking functionality for push fields.

Wealth Portal: Drag & Drop (Improvement – IM-13421)

The "Wealth Portal" widget now also supports drag & drop of instruments into other widgets.

Macroeconomic Calendar (New – IM-132237)

The "Macroeconomic Calendar" has been newly introduced.

Macroeconomic Calendar (Improvement – IM-13101)

You can now filter by country in the "Macroeconomic Calendar" widget.

Macroeconomic Calendar (Improvement – IM-13102)

In the "Macroeconomic Calendar" widget, you can now also filter by category.

Macroeconomic Calendar (Improvement – IM-13341)

A message now appears at the top of the "Macroeconomic Calendar" widget if there more than 1,000 hits. In this case, you should narrow down your search further.