Home / Release notes

Release Notes

Release notes for versions of Portfolio Manager are currently saved in a Google sheet, along with the development backlog.

Release Date Notes 1/6/22 First release – 32 bit EA only 8/6/22 Now has 32-bit and 64-bit installers

For more details, see backlog.

This is the current state of the Portfolio Manager feature backlog. Please don’t assume that everything will happen exactly in the way it is described, or when. It’s our current best guess. Where no release is shown next to a feature, it just means there is no scheduled release.

Note on priorities:

  • Immediate – Change will be made as soon as possible, overriding all other changes. This is used where there are critical errors, or where the issue might create incorrect or misleading results for the user.
  • High – significant impact on function, performance or usability
  • Medium – useful – needs doing
  • Low – used for minor typos or layout issues, or things we have thought about and can’t decide if they are useful or not.Waiting for someone else to say it it’s useful, and should be made higher priority. Or not, and it stays here.

If you have comments on any of these, please add a comment in the forum: you should not be able to update the backlog directly. Note that this forum is hosted by our sister product, eaDocX.

Story Points

Italic scores are an initial guess, bold scores are following some investigation.


Launch Program - Feedback and Backlog meeting

Check here for the dates for the feedback & backlog prioritization monthly meeting.

Pricing and features

Find out what’s included…

Check out Pricing

Download Portfolio Manager

Take a free, no obligation, 30-day trial today. Discover for yourself the difference that Portfolio Manager real-time impact analysis will make to your EA modelling.