Feature Release Notes - October 2025

Benchmark Support by API: Access benchmark data directly via API for seamless integration into your analytics and reporting workflows.

Asset Class Grouping and Filtering: Automatically group and filter positions by asset class (equity vs. options) using enhanced SFTP position file parsing.

Risk Limits: Receive visual warnings in RMS when key risk metrics move outside of acceptable ranges, helping you monitor exposure in real time.

RMS Improvements: Send notes over email, and take advantage of faster search and filtering within RMS for a smoother workflow experience.

Portfolio Variance by Style/Industry: Analyze portfolio variance by industry style factors in the decomposition view for deeper performance insight.

Instant Baskets

Multiple tabs of Arcana

Stress Test v2

Enhanced sharing

Weights/shares based uploads