CSSI – June 2015 – Web Report Updates


Stale Prices

At a customer’s request, we have extended our “stale price” report to cover unsupervised assets.stprice


Tax Lot Appraisal

We have corrected a bug in our tax lot appraisal _carlot. The yield shown on the security summary line was not being weighted.

Original: Unweighted yield

carlot before

Updated:Weighed yield

carlot after

In addition, we have posted a new version _carlot_sym that includes the security symbol.

carlot symbol