Release Notes 1.4.2

new on new on deep alpha deep alpha product platform advisor that allows advisor to select between multiple portfolio configurations in the advisor solution in addition, recommendation rules logic can be configured (qpd 748, qpd 750, qpd 760) oversteer cost functionality, allowing you to oversteer advisory related cost components override qra api analyze/cost values (qpd 888) oversteer cost functionality in advisor solution (qpd 92) order summary functionality, calculating one time and monthly buy orders, across all goals in the advice session new endpoint in qra api analyze/order summary (qpd 892) order summary added to proposal analytics (qpd 94) sustainability functionality, supporting the new mifid ii requirements related to sustainability assessment configuration of sustainability in qra api (qpd 861) new endpoint in qra api analyze/sustainability (qpd 883) sustainability educational modal (qpd 755) sustainability analysis in the proposal page (qpd 754) sustainability tab in deep alpha (qpd 753) new components added to pdf solution advice information (qpd 767) oversteer cost (qpd 705) order summary (qpd 701 sustainability (qpd 697) client information person (qpd 123) client information company (qpd 116) kyc attachment company (qpd 120) kyc attachment person (qpd 119) holistic view, giving a summary of advice session across multiple investors (sapp 658) asset upload (qpd 955, qpd 954) support of full path in assets, allowing us to configure icons across the platform (qpd 708) new endpoint in qra api analyze/advanced expected value (qpd 283) this will enable expected value calculations in order execution flow that will be released in coming releases hybrid fund support in qra api (qpd 196) we have introduce equityshare and can now optimize and construct portfolios consisting of hybrid funds api now return information about equityshare adjustments to client information page in deep alpha (sapp 820) support for setting order support for adding custom fields contact list added to company version of client information page kyc functionality (sapp 820) possibility to configure kyc page for persons possibility to configure kyc page for companies what’s been fixed time horizon settings, solving bugs with risk labels in risk score component and mapping of risk level (qpd 708) right alignment of numbers in portfolio analysis tables (qpd 957) minor bugs in qra api, analyze/cost (qpd 927) cost model now works for custom products adjust robo/cost to support namespaces in qra api cost models now works for multiple portfolio configurations (qpd 924) advisor id not found (bt 227) added support for comment when selecting custom field dropdown (qpd 756) kyc custom field fixes, now supporting labels for custom fields in kyc (qpd 752) success/error messages in visual configuration interface fixed (qpd 414) number formatting in cashflow table pdf (qpd 388) right alignment of numbers in the pdf (qpd 356) fixed payload model for qra api endpoint analyze/scoring (qpd 273) uploading of profile picture (qpd 270) updated pip dependencies in qra api (qpd 264) failing tests qaut api (qpd 259) what improvements have been made fundstandardname in fund/list (qpd 928) performance optimizations for config endpoint in qra front api (qpd 926) qra migrate config cli to api (qpd 911) cost performance fee adjustments (qpd 896) now support float and configuration through cli qra migrate reports cli to api (qpd 878) improved way of editing name of the advice session (qpd 764) changed uuid generation frontend from v1 to v4 (qpd 758) refactor duplicated analytics components (qpd 757) default kyc adjustments solving issues with advisory type experience question (qpd 746) adjusted analytics charts to follow infographic color palette (qpd 719) report colors are now reflecting deep alpha infographic color palette (qpd 381) rewrite saving calculator api to api flask (qpd 274) added payload to swagger documentation for qra api risk/generic/finance (qpd 271) added manual translations of liquidity section in financial situation (qpd 254) date published 29 09 2022 version number 1 4 2 your feedback is valued please share your thoughts, questions, and suggestions to feedback\@quantfol io