Performance Reporting
Batch reports and specify format and location on network to save output
Schedule date and time to run batch reports
Send reports to other authorized users
Improved user-defined settings
Archive reports
Access more data points
Reports/Charts
Generate up to 100 Quicktake PDF reports at one time
Increased simultaneous report processing limit from 15 to 30 investments
Find popular Quicktake reports with new search suggestions
Quicktake reports on market indexes with information on classifications, operations, and performance
Expanded Fund vs Fund report to include ETF, closed-end funds, and non-US funds
Added six new benchmark sets for returns-based style analysis report and returns-based style trail chart
New Report Builder features:
Launch Report Builder from Report Templates under Workspace
Added Templates to quickly access your saved templates
More customizable options for Text Box
Improved speed when loading custom components and generating reports
Expand/collapse all levels in Component Library by double-clicking on section heading
Usability
Aggregates
New columns in Edit Holdings (inception date, price in base currency)
Change and save benchmark and currency settings at Portfolio Aggregation report generation
Append a PDF report for each constituent in Portfolio Aggregation report
Favorites function to quickly launch investment universes, saved files, and charts
Export historical holdings
New Training Schedule interface to easily register and attend trainings
Added flexibility to build a customized Home page
Global Hedge Funds, Market Analysis, Economic Analysis, and Ownership Analysis now four separate major databases
Category/Sector Average appears as a database under Fund Analysis
Organize Investment Lists using new action buttons to move securities in list
Right-click on column headings to view Data Definitions and edit Data Settings
Double-click data points from Data Set view to edit data settings
Find Data Points by Views or Name containing
Enabled Add To and Save As options in holdings view to include constituents in Investment Lists, Aggregates, or Performance Reports
Oldest Share Class indicator in Find Securities dialog
Leveraged Net Long (130/30, 120/20, etc.) products identified in open-end funds and separate account universes
Functionality and Content
New Document Library to search and view company and investment public documents
Intraday price monitor for stocks, ETFs, and market indexes
Write and share notes on investments for stocks and funds
Additional Alert options including changes to Morningstar Category, Stewardship Grades, Morningstar Style Box, stock fair value estimates, credit quality/rating
Access sample reports, searches, charts
Data and Coverage
Fee Schedule and Breakdown for US open end funds (front load, deferred load, redemption fee, management fee, and administrative fee)
Operational data points for Separate Account/CIT management fee breakpoints
Returns (Daily) and CUSIP data points for CITs
Returns (Daily) data point for variable annuity/life underlying funds
Over 400 new stock data points, including historical, operation ratios, growth rates, fundamental data
Additional 600 data definitions
View portfolio short positions in holdings details
More international stock coverage (UK, Italy, Ireland)