Release notes - myspringy.com - MySpringy_Beta_2.19.0

myspringy.com Release Notes 19/Aug/24

Hello there,

We are glad to inform you that the latest version MySpringy_Beta_2.19.0 of myspringy.com is out. Below is the list of JIRA issues that were part of this upgrade.

Tasks

Priority	Key	Summary	Status
	MET-833	Add correlation and performance summary for portfolio comparison	Done
	MET-832	Add performance summary and details calculation to user created portfolio	Done
	MET-831	Add performance summary and details for suggested portfolios in portfolio suggestions	Done
	MET-830	Add performance summary and details to suggested portfolio	Done
	MET-820	Cosmetic Changes throughout the app	Done
	MET-819	In market moves add weighted average price to share and fund tabs	Done
	MET-814	create weighted averaged price for institutional holdings	Done
	MET-812	Money Flow Under Valued Stock slicer should say $ instead of %	Done
	MET-811	Add calendar date and remove investor name columns smart money trail table	Done
	MET-810	Add quarter of filing filters to institutional moves (aka smart money trail) and remove investor name	Done
	MET-807	Increase the size of key highlights	Done
	MET-804	Explicit message for register user is not being displayed on the screen	Done
	MET-797	Email of forgot username went into spam folder	Done
	MET-796	Shorten the tab names in Strategize	Done
	MET-795	Implement criteria for password, username and also print required criteria messages on the screen for end user	Done
	MET-793	Remove the hardcoding of portfolios where tickers have expired	Done
	MET-791	portfolio analytics routine should account for discarding inactive tickers	Done
	MET-790	Try to run on 1.37.1 wheel file to see if issue of Peer Analysis in Analyze persist or not	Done
	MET-788	Create correlation matrix between tickers of the given portfolio and add that in portfolio UI	Done
	MET-787	Remove inactive tickers when user try to clone/edit and then display warning	Done
	MET-786	combine active and active etf symbols in one file to effect one call for drawdowns, risk adjusted, performance and comparison routines	Done
	MET-781	Add a radio button under institutional flows that would toggle between a dashboard and sankey diagram	Done
	MET-780	Add a radio button under market flows that would toggle between a dashboard and sankey diagram	Done
	MET-779	Add a column in_sp500_ind to performance pulse to indicate if a ticker is part of sp500	Done
	MET-778	Add SP500 analysis to market spotlight	Done
	MET-777	Add pie charts to share and fund tabs in market movers for beat spp500, risk adjusted selection and diviidend-income-growth	Done
	MET-775	modify test automation to hit the following tabs	Done
	MET-774	Increase the limit of Priority filters to 25	Done
	MET-773	Change the message for NO DATA AVAILABLE for export PDF in converse	Done
	MET-772	Add value screener to strategize	Done
	MET-771	add portfolio summary for market movers to indicate the % of portfolio beating specific categories	Done
	MET-770	EXR video	Done
	MET-768	For each strategy, provide description which will be displayed on top of priority filters	Done
	MET-762	create a nice post for posting myspringy.com to streamlit community	Done
	MET-761	redo the money flow under valued stocks video since the filters have changed	Done
	MET-752	Modify portfoliolab for parallel run	Done
	MET-740	add correlation to portfolio calculations	Done
	MET-646	Redo using myspringy strategize playbook to show chat capability	Done
	MET-587	SFP table has all indices so no need to fetch gspc from yahoo	Done
	MET-578	source sp500 prices efficiently for portfolio analytics	Done
	MET-537	Combine price and priceetf folders to effect one call for darwdowns, riskadjustedmeasures, benchmark comparison and benchmark performance	Done
	MET-506	Judicious usage of streamlit expander throughout the website	Done
	MET-453	decks for multiple audience personas	Done
	MET-439	Strategize: Fundamental and Real Value investing Strategy	Done
	MET-432	replace RPresto with Spark SQL in parallelstockanalysis script	Done
	MET-385	Implement Value, Growth, Momentum Strategy	Done
	MET-138	Monetization Metrics	Done
	MET-69	Implementing Nugget 1: High Risk High Reward	Done

Subtasks

Priority	Key	Summary	Status
	MET-829	Add quarter end price to market movers	Done
	MET-828	In Institutional Flows -> sectoral flows rename the columns getting displayed in data frame	Done
	MET-827	In market flows -> sectoral flows change marketcaphuman to Change in Market Cap ($)	Done
	MET-826	In market movers, shorten the phrase % of holdings with dividends and positive YTD, 1 Year and % year returns to make pie charts length consistent	Done
	MET-825	For all tickets from MET-821 to 824, repeat the changes in Institutional Flows	Done
	MET-824	In market insights --> market flow on the summary bar chart fix the labels outside the bar chart to be $ prepended	Done
	MET-823	In market insights --> market flow remove line chart and replace with stacked bar chart	Done
	MET-822	In market insights, use diverging bar chart instead of stacked area chart	Done
	MET-821	In market insights change labels of x and y axes	Done
	MET-818	Modify the institutional holding load routine for adding logic of calculating weighed average price	Done
	MET-470	Ubuntu 22 myspringy.com image in cloud	Done
	MET-466	institutionalmoneytrend folder should have three sub folders - historic, current,recent and hive table that is across sub directoried	Done

Bugs

Priority	Key	Summary	Status
	MET-816	My portfolios not reflected in my portfolios	Done
	MET-815	Got the following message for portfolio summary	Done
	MET-809	Got the following error on value voyager - it seems dynamic filters is not updated in production	Done
	MET-808	No data showing up in Microsoft Clarity	Done
	MET-806	Error while deleting a portfolio	Done
	MET-805	Logged in, created a portfolio and deleted the portfolio. Only had one one portfolio in my portfolio. got this error messages	Done
	MET-803	Logged in and clicked my portfolio, got this error	Done

Looking forward to hear your feedback.

Thanks,

Team myspringy.com