Bugs:
- When the Preferences is set to "dd/MM/yyyy", the Asset Allocation screen gives error while trying to view the allocation for captured date having date greater than 12.
- Report data source screen gives error when trying to add new data source or view and existing source. Please delete and recreate any existing data sources.
Features:
- Market Action: Filter added to Initiate Market Action Screen
- Filters: The filters will be dependent on Product company,product,fund company,fund & account with Product company least dependent and Account most dependent.
Next up will be importing the quarterly asset allocation file distributed by Finswitch and adding Balancing entry types to provide more information on the Market Action Screen.
