CV Advisors

iOS Universel / Economie et entreprise

The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.

Quoi de neuf dans la dernière version ?

Thank you for using the CV Advisors App.
The latest version includes:
- Assets counter on private investment table
- Line break on treasuries copy for liquidity summary
- Add $ amount to Asset Allocation History
- Change date to the first position on the transactions excel export
- Rename treasuries in liquidity summary and table
- Sponsor filter resets is not working correctly
- Remove gps permision from Android app
- Update iOS app to SDK 26
- Disclosure redirect issue
- Filter by Entity/Account in other Fixed Income Analysis
- Fixed Income Charts by Custodian
- Transactions Fixed Income add Accrued Interest
- Remove time when exporting to Excel
- Asset count incorrect
- Transactions Filter Bug
- Feature: Short positions in the App
- Fixed Income Table - Filter
- Add filter to Account and Entity on Fixed Income Table
- Rename Treasuries in Liquidity Summary and Table
- Sponsor Filter Resets on Open/Closed/Total Toggle
- TE Yield Sort
- Calculate XIRR with full transaction history before inception