Changelog

What actually shipped

A real log of recent changes, not marketing copy — built directly from the development history.

August 20, 2026

  • New: a real, live demo on the homepage — type any ticker and see an actual analysis, no account needed.
  • New: "Large-Cap Pullbacks" section on Opportunities — established, well-known companies down notably today, for spotting DCA candidates.
  • "Log a trade" — update a position after a buy or sell without recomputing your new average cost by hand.
  • Fixed: financial statements (income, balance sheet, cash flow) were sometimes showing up empty due to a data-provider rate limit, not an actual data gap — now cached properly so this stops recurring.

August 19, 2026

  • AI Copilot moved to a stronger underlying model for materially better answers.
  • The company page now links directly into the interactive DCF simulator — adjust assumptions and see fair value recalculate live.
  • New: "Today's Return Drivers" on the portfolio page — which of your actual holdings are moving your P&L today, and why.

August 7, 2026

  • Portfolio pages (insights, risk, recommendations) load significantly faster on repeat visits.
  • Homepage redesigned around a clearer premise: fair value and the reasoning behind it, not a feature list.
  • Pro plan repriced to $5/mo.

August 6, 2026

  • New: Market Movers feed — proactive alerts when a tracked stock makes an unusually large single-day move.
  • Fixed: UK stocks quoted in pence were showing prices roughly 100x too high.
  • Fixed: the AI portfolio advisor could get stuck after the first analysis and never refresh.
  • Fixed: the AI Copilot no longer forces portfolio context onto general questions that weren't about your holdings.
  • Added a monthly AI spend cap across every AI call, so cost stays bounded regardless of traffic.

August 5, 2026

  • New: log a position's cost in a different currency than the stock itself trades in.
  • New: Recovery Watch — proactive suggestions for stocks recovering from a sharp drop.
  • New: CSV export and a personal read-only API for your own portfolio data.
  • New: earnings and dividend calendars, broadened beyond just your watchlist.
  • New: multiple watchlists / collections.