Release Notes 1.5.0

Feature that allows you to define how much of the registered assets you should consider as part of the advisory.

Feature that summarize allocated amount to monthly saving and initial deposit across all goals in the advice session. This features comes with elements of compliance-by-design, as it enables you to keep track and ensure that you do not allocate more money than available.

Feature that allows you to define equity share on category level and use this. This will enable you to show the actual equity share of hybrid funds and other mixed categories.

This feature allows you to configure a separate flow for order execution. It also comes with the possibility to configure a separate report that is used for order execution.

Feature that allows you define which name you should use when presenting investment products in Deep Alpha. Our tenants can now select between Name and fundStandardName.

We have expanded the historical-return endpoint in qra-api to support portfolio statistics. You can now send an optional parameter to return stats for the timeseries.

New endpoint in the qra-api where you can calculate cost across several investment goals. Allows to calculate step models with sums across all goals.

Our new API called QAP-API (Quantfolio Advisory Platform API). Introduced for handling persistent advisory session related data. This replaces the old state solution in qra-api, to reduce dependencies.

Related Jira tickets: QPD-113 Investor: Add new investor API endpoints - STEP 1.5 QPD-114 Add Accounts model to QAP-API QPD-118 Investor: Edit end_user + end_company endpoints - STEP 1 QPD-265 Adjustments to QAP tests QPD-843 Investor: Database - STEP 1 QPD-279 QAP support for filters (external_id)

New feature for PDF handling in the advisor solution. PDF are generated as drafts and we support customized downloads. Furthermore, the advisor can mark the advice as completed. PDFs are now also stored and available for downloads from the advice session list. Lastly, we have removed the possibility to enter completed advice sessions. To do adjustments, you need to make a copy of the advice session.

Related Jira tickets: QPD-354 Adjustments in handling of PDF QPD-355 Improved PDF handling Deep Alpha QPD-406 Disable the ability to enter completed advices

Feature for discussing risk with the investors. This allows the advisors to perform analysis and compare attributes of different portfolios, on strategic asset class allocation.

Configuration of the proposal page is now availble in the app admin.

We have expanded our platform to support insurance cost. This includes introduction of age_step_models which means that we can look up insurance cost based on the age of the investor.

Related Jira tickets: QPD-1016 QRA API and config - insurancecost QPD-1017 Adjust Deep Alpha to support insurance cost QPD-1018 Adjust PDF to support insurance cost

We have launched an upgraded version of the goal chooser. As part of this upgrade we have, rearranged the components, adjusted the slider and introduced pre-population of saving goal names, based on selected icons. Reach out to the Quantfolio delivery team if you want to adjust the goal-names.

We have fixed alignment of custom fields in the pages where they are available; client information, KYC and advice information. Furthermore, we have implemented a new custom field called datepicker that can be used across the platform. Lastly, we now support descriptions of fields in the following pages.

We have improved the general UX of the platform by introducing breadcrumbs in the different parts of the platform and adjusted some of the headers.

QPD-60 Remove fund filter QPD-69 DeepAlpha to persist path in redirect_uri QPD-268 Remove historical_return from QTS QPD-200 QRA /admin add new endpoints QPD-395 Update QRA /admin/model/config

QPD-197 Make QRA API integration tests DB independent QPD-1120 Implement new translations keys QPD-197 Make QRA API integration tests DB independent QPD-947 Support labels financial situation QPD-1090 Adjust robo portfolio function to downscale thematic choices QPD-1130 Missing translation keys - Cost section of Report QPD-1185 Proposal: Sustainability - Preference criteria table header if no icons QPD-840 Advanced Suitability Training Upgrade QPD-198 Migrate from flask-restx to APIFlask QPD-253 Resolve issue with Werkzeug > 2.0.2 QPD-256 Remove pop-up when one portfolio is available QPD-260 Remove Gunicorn directives for QRA and loadtest it QPD-285 Update pip dependencies in QTS API QPD-289 Update pip dependencies in QSC API QPD-425 adjust endpoint /delete_file QPD-937 Preference Criteria Card without icon text moves to the middle QPD-944 QRA Update for preprocessed dataset - universe report

QPD-17 Space checkboxes advice info page QPD-30 Text disappearing when clicking a button QPD-44 analyze/risk-return returns 400 QPD-48 wrong text QPD-276 (BT-203) QRA /auth returns 500 QPD-275 (BT-164) Too verbose error messages in QDA-API QPD-269 (BT-165) QDA-API: Cross–company email blockage QPD-401 QRA swagger - No lookback period on historical return QPD-446 Some files from nordic bonds are not valid ZIP QPD-456 robo-front PDF generation issue QPD-464 Uploading logo fails for new tenants QPD-465 Missing numbers risk-matrix report QPD-513 data-pipeline workers halt with an error QPD-943 Financial Situation liquidity - New fields has bugs QPD-949 data-pipeline nordic bonds crashes on transform_data_task QPD-980 Goal Time Horizon - do not trigger immediate error after selecting monthly withdrawal QPD-985 Pie charts - Cashflow QPD-1042 Fix tests in QRA (state solution) QPD-1188 500 error when passing namespace_id and user_id on QRA api/v1/admin/report/universe QPD-1044 Breadcrumbs dissapears QPD-1045 Clicking on advice session from list Breaks the system QPD-1053 New fields in Liquidity not aligned QPD-1077 name: historicalReturn.graphDescription not working QPD-1083 Customer config for Saving Robo Calculator lacks translations QPD-1117 Missing custom liquidity fields in the report QPD-1118 report.investmentPlan.details has bold text QPD-1124 No portofolio data available QPD-1129 Missing translation keys report QPD-1140 Impossible to select first option in dropdown QPD-1149 Icons not loaded when reopening advice QPD-1154 Missing table and row label in adjustment part of risk pop-up QPD-1158 Risk score component fails QPD-1162 Custom fields KYC attachment - Not working QPD-1163 QRA robo/forecast returns 500 QPD-1177 Radio buttons text is missing if no language is selected QPD-1182 qra-api robo/selection returns 502 QPD-1187 Bug with type dropdown QPD-1188 500 error when passing namespace_id and user_id on QRA api/v1/admin/report/universe QPD-1189 qra api swagger not working QPD-1193 Robo Front Report cannot generate report if pageHeaderLogo == null QPD-1236 Financial situation boxes has been adjusted QPD-1255 Historical return in risk finder shows error message QPD-1256 Monthly surplus is missing