Release notes - myspringy.com - MySpringy_Beta_2.15.0

myspringy.com Release Notes 1/Aug/24

Hello there,

We are glad to inform you that the latest version MySpringy_Beta_2.15.0 of myspringy.com is out. Below is the list of JIRA issues that were part of this upgrade.

Tasks

Priority	Key	Summary	Status
	MET-603	Add Leaders Portfolio classification to portfolio classification list in pythonlibs	Done
	MET-602	Need to think about portfolio rerun logic in portfolio compare to avoid multiple run through R script	Done
	MET-600	Add portfolio comparison routine to python backend	Done
	MET-597	Add a view fundamentalscreener to metisanalytics	Done
	MET-590	Add a fundamental screener to strategize tab	Done
	MET-586	Convert ticker banner to a table to reduce load times as we add more context to it	Done
	MET-583	Fix institutionmoneytrendquery.sql for institution_percentage	Done
	MET-582	Add pb, pe, ps, evebitda slicers to performance pulse	Done
	MET-581	Add pb, pe, ps , evebit and evebitds to Performance pulse table	Done
	MET-580	Fix ticker banner to remove conflicting messages	Done
	MET-568	check in all sql scripts from all devfarms in bitbucket	Done
	MET-567	Check in all R scripts from all devfarms in bitbucket	Done
	MET-566	Create routine to categorize etfs and stocks based on performance and store the results in performancepulse table	Done
	MET-562	Modify portfolio analytics to include outperformance calculation to SP500	Done
	MET-561	Modify Strategize -> playbook layout	Done
	MET-551	add date columns for youtube videos CSV	Done
	MET-550	Add a query in pythonlibs to source the output of MET-548	Done
	MET-549	Add a st.expander to top banner to include output of MET-548	Done
	MET-548	Create a composite view to see how many strategies does a ticker fall in	Done
	MET-544	Smaller thumbnails for youtube videos in gallery and if possible then have more thumbnails per row	Done
	MET-532	Add clone and edit functionality for custom porfolio	Done
	MET-530	Add user column to portfolio details table	Done
	MET-521	Put Portfolio Theme as precursor to select portfolio template in strategize -> portfolio suggestions	Done
	MET-520	Put YTD, 1 year and 5 year Returns in st.expander in strategize -> portfolio suggestions	Done
	MET-519	Remove Start Price, Bottom Price and End Price from Five Worst Price Drops in Strategize -> Portfolio Suggestions	Done
	MET-518	Modify STREAMLIT_STRATEGIZE_PORTFOLIO_SEARCH_BAR_QUERY to filter on portfolio_type = 'suggested'	Done
	MET-517	Add portfolio risk and description to strategize -> Portfolio Suggestions	Done
	MET-516	Add portfolio risk and description to table portfolio details	Done
	MET-499	Need to add prompts for marketmovers page	Done
	MET-313	Load the tabs asynchronously , load the tab only when user click on the given tab	Done
	MET-78	Implementing Nugget 10 - Price Volume Divergence	Done
	MET-77	Implementing Nugget 9 - Income and Growth	Done
	MET-76	Implementing Nugget 8 - Smart Money Trail	Done
	MET-75	Implementing Nugget 7 - Risk Adjusted Measure Selection	Done
	MET-74	Implementing Nugget 6 - Beat sp500	Done
	MET-73	Implementing Nugget 5 - Recovering from Lows	Done
	MET-72	Implementing Nugget 4 - Concentration of more than 5 percent in stocks	Done
	MET-60	Portfolio Recommendation	Done
	MET-57	Thematic investment portfolio	Done
	MET-55	Portfolio re-balancing	Done
	MET-53	Portfolio Performance Tracking	Done

Subtasks

Priority	Key	Summary	Status
	MET-596	make changes to strategize tab for fundamental screener display	Done
	MET-595	Make changes to pythonlibs to add query for fundamental screener	Done
	MET-594	Make changes to pythonlibs to add icons to strategize icons	Done
	MET-593	Make changes to pythinlibs to add tabs to strategize tabs	Done
	MET-592	Make changes to pythinlibs to add numeric slicers	Done
	MET-591	Make changes to pythonlibs for adding tab columns	Done
	MET-585	Radio Button - Compare Portfolios	Done
	MET-584	Radio Button - My Portfolios	Done
	MET-577	R backend functionality to decide when to rerun the user portfolio	Done
	MET-576	Radio Button - Clone a portfolio	Done
	MET-573	Radio Button - Portfolio Suggestions and flow	Done

Looking forward to hear your feedback.

Thanks,

Team myspringy.com