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PortfolioAnalyst - Release Notes 2020

PortfolioAnalyst Release Notes

July 2020

Week Ending July 10, 2020

Environmental, Social, and Governance (ESG) Scores for Portfolio Checkup

Socially conscious investors can now analyze their portfolio’s consolidated ESG scores.

ESG Ratings include:

  • ESG Score - an overall company score based on the self-reported information in the
    environmental, social and corporate governance pillars (Comprised of Resource Use
    Score, Emissions Score Environmental Innovation Score, Workforce Score, Human
    Rights Score, Community Score, Product Responsibility Score, Management Score,
    Shareholders Score, and CSR Strategy Score).
  • ESG Controversies Score - measures a company's exposure to environmental, social
    and governance controversies and negative events reflected in global media.
  • ESG Combined Score - the simple weighted average of all ESG Combined Scores for all
    companies within the fund based on the reported information in the environmental,
    social and corporate governance pillars (ESG Score) with an ESG Controversies
    overlay. Low controversies score indicate the companies within the fund on average
    have received negative events or there have been new developments from past
    negative events in the last fiscal year.
  • Percentage of companies in your portfolio that have an ESG score.

May 2020

Week Ending May 29, 2020

Annualized Returns in Historical Performance

Annualized returns are now available in our custom Historical Performance and Historical Performance Benchmark Comparison reports.

April 2020

Week Ending April 17, 2020

Projected Income Enhancements

Your estimated remaining income for the year is now available for analysis alongside estimated rolling annual income.
Special dividends are now included in the breakout of projected income.

March 2020

Week Ending March 6, 2020

New Concentration Report is Available Online

In February, we began offering a concentration report in PDF/CSV format. This is now available online under the Fund Parser tab.

February 2020

Week Ending February 7, 2020

New Performance by Underlying Report

Analyze your corporate exposure by grouping the performance (available for TWR or MWR) of your portfolio's derivatives and underlying positions… and more:

  • Top Contributors by Underlying Exposure
  • Bottom Contributors by Underlying Exposure
  • Contribution by Underlying and Derivative
New Consolidated Online View for Master Account Type

Select your master account in the account picker and view your portfolio's consolidated online performance by financial instrument. This consolidated view includes all linked and funded sub accounts.

January 2020

Week Ending January 24, 2020

New Concentration Report

The following features are now included in your parsed portfolio:

  • Long and short breakout
  • Top Holdings
  • Asset Allocation
  • Sector Allocation
  • Region Allocation
  • Country Allocation
  • Financial Instrument Allocation
  • Exposure

Earlier this month, we announced that SPXT is now our default benchmark. Going foward, it will now be referred to SPXTR.

Week Ending January 10, 2020


Historically, dividends were included in SPX returns as SPXT was not offered until this year. Now that we offer SPXT and SPX, dividends have been removed from SPX. SPXT is now our default benchmark. The Performance Attribution vs. S&P 500 report is unchanged and will continue to include dividends.

Release Notes Archive