We are planning to release an update to the finance tool on September 1. There will be no methodological changes in this release. The main changes are:
- Improvements in the anonymization functions. The current version doesn’t mask LEIs properly. This will be corrected in the new release. Furthermore, superfluous fundamental and target data will be removed from the output.
- A new notebook will be introduced that allows for a simplified portfolio calculation at any chosen date, up to the current date. The calculation will only support the WATS aggregation method initially, which means that only one input file is needed.