Changelog

We are constantly working on improving the platform. Please find a summary of the latest changes below. If you have any questions or feedback, please reach out

04 Sep 2023 - 14:25

Triggers

This week we launched nofitications. Create alerts using natural language and stay up to date about topics that you care about

13 Jul 2023 - 15:28

Security Master

This week, we significantly enhanced our Security Master, granting our users access to an additional 800,000 companies, ETFs, mutual funds, and more. This update will greatly improve transaction and holdings matching for our portfolio tracking, ensuring good accuracy and completeness.

11 Jul 2023 - 15:01

Dividend Projection

This week we introduced dividend projections to give an overview of expected dividend payments for the coming months. This will be a Pro Feature.

28 Jun 2023 - 14:09

Options Tracking

We have developed a new options attribution and tracking system that enables our users to monitor their open contracts and gain insights into the performance of their historical options trades.

26 May 2023 - 16:09

Ticker Events

We have made noteworthy adjustments to the timeline for our ticker overview, ensuring comprehensive coverage of all related news, price movements, and option events.

26 May 2023 - 16:03

Portfolio Improvements

This week's update includes significant improvements to our portfolio and dividend tracking, along with a new and enhanced mapping for all asset types and brokers.

05 May 2023 - 07:32

Plotted chat responses

With this latest update, you can now receive chat responses not only in text but also in the form of data and charts. This feature will make it easier for you to analyze complex information, such as timeseries data, without having to leave the chat. We believe this feature will greatly enhance your experience on our platform, and we look forward to your feedback on this exciting new addition.

04 May 2023 - 14:58

We are pleased to announce that we have made significant improvements to our search functionality and overall platform look and feel to ensure faster and more accurate results. In addition, we have added market filters to enable users to easily navigate based on specific markets, and integrated the ability to search for news topics.

18 Apr 2023 - 12:31

We have fixed an issue with the quotes API that prevented end of day data from being shown due to a wrong date format.

17 Apr 2023 - 18:30

Enhancements to Chat and UI Improvements

We have introduced a floating chat feature for an enhanced user experience. The new chat includes quick answer bubbles and improved chat message handling. We have also added tracking events to the chat, ensuring smooth performance. Additionally, we have fixed various issues related to chat messages, cluster questions, and follow-up questions. The update includes improvements to the user interface, such as adjusting the disclaimer size, text size, and the overall look and feel of the chat UI. Our platform is now even more user-friendly and engaging.

17 Apr 2023 - 00:00

UI Improvements and Market Data Enhancements

Added a sparkline to the cluster detail page and added cluster tags to cluster cards. Improved ticker loading and fixed layout issues. Fixed news loading issues, increased market back window, and improved news ordering. Adjusted main feed font size and fixed topic selection.

16 Apr 2023 - 00:00

Chat API and Portfolio Section Updates

Improved the chat API by updating it to use Supabase sockets and added a new chat response. Fixed issues with the portfolio section, including connection updates and type fixes. Updated holdings and user data.

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