Changelog

v0.9.51 2026-08-19

A Quieter Terminal, Charts That Answer & the Supply-Chain Desk's Missing Half

A legibility pass across the terminal: the lit amber left rail comes off every row, card and panel, the meaning it carried moves into the fill, and content sits in one column against the bezel
Every chart answers a pointer with the value under it: a trend line you can read the shape of and not the numbers was decoration, and that was the default everywhere
The supply-chain metrics two shipped surfaces had been asking for now exist, Congress portfolios show the trades their holdings were reconstructed from, and the model boards name the companies they rank
Coverage underneath: a market cap for every quoted ticker rather than the fifth of the universe carrying a stored statement, and an earnings calendar that stops asserting a session nobody ever told it

feat Every chart primitive answers a pointer with the value under it, replacing three hand-written crosshairs

data Supply-chain metrics land for the ticker page and the entity dossier, which had both been calling for them

feat The Congress portfolios page carries a recent-disclosure rail: ticker, side, member, the midpoint of the filed band, and that row's own filing lag

feat The factor bench and the composite leaderboard say which companies they are scoring

feat The entity rail sorts and pages, and states when each group last moved

feat The public tool server caches successful reads and classifies every tool by whose data its payload carries

ai The assistant knows which company page you are on, and which names you have been looking at

fix The amber left rail comes off rows, cards and panels product-wide

fix One content column against the bezel, and an empty tape stops holding the room

fix A click that changes the address bar changes the page, which a router upgrade had quietly broken

fix The screener's day-change column shows the true one-day move rather than a five-session return

fix The options flow desk filters and sorts the whole tape instead of the top twenty-four prints, and its map scales to its own data

fix The after-hours desk shows the baseline its percentages were measured against

fix Company names lose the vendor's security-class description on every surface that shows them

fix The screener's valuation plane reads after the rows it summarizes, and the per-page sector bars go

fix The home rotation map answers a hover, the signal feed keeps up with the floor, and movers carry company names

fix Morning-brief cards get their logos back and learn the company name

fix The command palette's default row is the best match, not a fixed offer

data A vendor quote outage can no longer blank a market cap or log the run as a success

fix Alert webhook delivery stops asking for an opt-in that nothing could record

data A market cap for every quoted ticker, not only the fifth of the universe carrying a stored statement, so a whole-market ranking stops ordering most names at zero

data The earnings sync asks for its window in halves, so the near-term calendar carries the sessions and confidence that were only ever written months out

fix The earnings calendar stops calling an unstated session a morning report, and stops measuring a post-print move over the wrong session

fix The export tool authenticates, so its buttons return files rather than an error the portfolio page then choked on

fix Two pages that rendered nothing but an error card at every width render again

v0.9.50 2026-08-10

Ten Years of Call History, Statements That Name Their Filing & KPIs Read Out of the Calls

Earnings call history goes from three years to ten, filled in a slice at a time, and the transcript panel reports what the provider actually holds rather than only what we kept
Every fiscal period on the statements table names the filing that reported it, so a figure is one click from its source
Operational KPIs (subscribers, ARR, deliveries, load factor, GMV) are read out of earnings calls into a quotable per-quarter series, with a workbench that compares one metric across companies
Statements and screener tables export to CSV and Excel for every signed-in member, and a valuation panel now solves for the growth today's price already assumes

data Earnings call history reaches ten years, filled a slice at a time so the deeper corpus does not crowd out the other feeds

feat The transcript panel reports what the provider holds, not just what we have stored

data Every fiscal period links to the filing that reported it, and says so plainly when no filing resolves

data Operational KPIs extracted from earnings calls into a quotable per-quarter series, on the company Financials lens and a KPI workbench

feat A by-metric lens compares one operational metric across every company that reports it, and each KPI graph answers a hover with its value and the quote behind it

data Earnings beats and misses go as deep as the record goes, in nominal and percent terms

feat CSV and Excel export on the statements and screener tables, exporting the table as rendered rather than the raw payload

feat A reverse discounted-cash-flow panel solves for the growth today's price implies, beside what the company has actually done

feat Report a number that looks wrong from the surface you found it on, with the value you saw frozen alongside the report

feat Deep Research reports download as a self-contained document with real charts, a source ledger, and bracket references that resolve into a cited-sources appendix

feat An RSI subpane under the price chart, total change and compound growth over the window you are looking at, and a growth block in the statistics grid

feat The statements table takes a period window, so you can bound how far back it reads

feat The Vault accepts the same Office formats the on-ramp does, so anything it can read it can store and search

feat Manual assets you already keep are readable from the terminal, not only the companion app

feat The public tool server gets a front door: sign in with your account instead of minting an API key by hand

ai The assistant reads the financial statements it already stores

ai The model lineup settles on the current frontier models, and tier copy names the family rather than a build that was dropped

fix A page header and its statements table can no longer disagree about the same figure

fix Revenue segmentation keeps ten periods, and stops collapsing two breakdowns of one company into each other

fix Margins compute against the revenue they belong to

fix An assistant answer is no longer discarded after it has streamed

fix A provider credit lapse announces itself instead of degrading in silence, and a dead vessel feed says so on every surface that reads it

fix A backfill triggered by a page view can no longer stand in for the weekly sweep in a freshness reading

v0.9.49 2026-08-08

An Assistant That Computes, Office Files on the Document Path & Chart Studio for Publication

The assistant stops being read-only: it writes and runs analysis in a throwaway sandbox against datasets fetched server-side, so a question nobody anticipated gets computed rather than declined
Word, PowerPoint and Excel files parse on the document on-ramp, so a deck or a model you upload is readable next to your filings and calls
Chart Studio gets a publication pass: annotation styles, axis chrome, a legend, a one-click IPO line, saved drafts, and point callouts
Four surfaces for data that already existed and had nowhere to be seen: a standing-work roster, a cross-fund 13F leaderboard, an estimate-revision board, and in-app support

ai The assistant can write and run its own analysis in a sandbox, deriving numbers the backend never precomputed

feat The document on-ramp parses Word, PowerPoint and Excel files alongside PDF and CSV

feat Chart Studio publication styling: annotation styles, axis chrome, a legend and a one-click IPO line

feat Chart Studio keeps drafts and takes point callouts, and its AI generation writes charts in the same styling with a refine loop

feat An Agents roster gathers your scheduled runs, alerts, studio reports and theses onto one screen

feat A cross-fund performance leaderboard on the 13F board, ranking tracked funds by their reported track record

feat An estimate-revision leaders board on the analyst-actions cockpit, up- and down-leaders on one diverging axis

feat Press releases open in an in-app reader instead of a vendor tab

feat An in-app support messenger, with identity verification, swept on account erasure like the rest of your data

feat A sign-in and activation design pass, in the terminal's own language

data The active-fire disruption layer gains an operator backfill and rolls up a trailing window instead of the current hour

data Cross-asset momentum ETFs join the stored bar universe, so momentum reads from the record rather than a live scan

fix Market movers rank over the real universe instead of twenty-five hardcoded megacaps

fix Relative strength computes from stored bars, so the scanner stops making a hundred live calls per run

fix Sector rotation reads the canonical service rather than re-scanning on every page load

fix Returning users stop being ejected to the sign-in screen

fix Four market panels move onto the shared query layer, so one screen fetches a quote once

fix Ticker pages stop failing under crawl load, and duplicate public URLs collapse to one

fix Ticker pages stop publishing verdicts about named securities

fix The public privacy and security pages name every subprocessor, including the analytics and support vendors added this cycle

v0.9.48 2026-08-05

Alerts in Your Team Chat, One Feed for Every Document & a Graph That Names Officers and Auditors

Alerts now reach your team: point one at a Slack or Discord channel and it arrives formatted for that channel, scoped to the person who owns the alert
One feed carries every document the names on a watchlist publish, so filings, releases, and calls arrive in one place instead of five
The exposure graph learns people and organizations: officers, auditors drawn from audit-engagement filings, fund domiciles, portfolio tilts, and disclosed sale intents are all traversable now
Earnings call history goes twelve quarters deep, and a Vault surface on the terminal runs a column of questions across a stack of your documents at once

feat Alerts deliver into Slack and Discord channels, formatted for each and scoped to their owner

feat One document feed for everything the names on a watchlist publish

feat Vault on the terminal: search your own documents, then run a review grid that answers a column of questions across every document at once

feat Earnings call transcripts reach twelve quarters back, with search bounded to match

data The exposure graph gains organization and person nodes: officers, auditors from audit-engagement filings, fund domiciles, portfolio tilts, and disclosed sale intents

data Federal-customer dependence read from what companies actually filed, rather than inferred

data Material corporate events now reach every company they touch through the graph, not only the company that filed them

feat Alert evaluation keeps a run ledger, so you can see when a rule last ran and what it saw

ai Assistant answers about the company graph quote the measured records behind them

ai Reasoning depth is tuned per model and per tier, so the heavier thinking goes where it changes the answer

ai Company notes cite canonical earnings surprises, label multiples by fiscal year, and hedge claims taken from company press releases

fix Institutional position weights read one filed book instead of sixty copies of it, correcting inflated percent-of-portfolio figures

fix Graph ownership, fund, segment and insider edge weights compute from position value at full precision rather than a rounded percentage, so ordinary small positions stop reading as anomalies

fix A resolved event or anomaly that recurs now reopens instead of failing the scan

fix Document retrieval stops scanning the whole corpus on every query, cutting latency on filings and earnings-release search

v0.9.47 2026-07-28

Named Comparables With Real Outcomes, Earnings Actuals From the Filings & a Walkable Company Graph

Comparables name the peers: a nearest-neighbor panel across eleven dimensions returns real companies with the historical analogs behind them and validated outcome statistics, and it says plainly when a profile has no true comps
Earnings actuals now come from the earnings-release filing itself, so the number you read is the number the company filed, with the whisper scanner folded into the redesigned page
The exposure graph becomes walkable: open a company hub, expand its peers in the canvas, drag the cards where you want them, compare two names, and read what changed since you last looked
The graph also gains a memory: an explicit as-of axis records what was known when, so any view can be replayed as it stood on a past date

feat Comparables peer panel names real nearest neighbors across an eleven-dimension space, with historical analogs and validated outcome statistics

feat Comparables discloses its match quality and admits when a profile has no true comps

data Authoritative earnings actuals lifted from the 8-K earnings release

feat The whisper scanner moves inside the redesigned earnings page, and the calendar retires tentative dates it has walked past

feat A walkable company hub in the exposure graph: reverse lookup, in-canvas peer expansion, draggable cards, and a what-changed read

feat Every company shows its graph neighborhood for free, not just its ledger

data The graph records knowledge time, so any view can be replayed as of a past date

data Ownership and trading edges carry a sign, a disclosure lag, and a position weight, and each names the feed behind it

data All six alt-data surfaces read persisted tables instead of an unreliable upstream

data Company identifiers resolve through to legal-entity identifiers, closing the crosswalk

feat Market news serves from the archive, with only the filters it can honestly support

feat Warmer neutrals, one shared dense table, and a range rail on the index tiles

fix Share classes of one company collapse into a single row across markets, deals, and comparables

fix The Quant Composite had silently written zeros since May and records real predictions again

fix The composite that ranks institutional conviction had stopped computing and runs again

fix Scoped semantic search stopped returning zero rows

fix Dashboards open the board you clicked, and the fear panel stops asserting what the data does not say

v0.9.46 2026-07-22

A Screener You Can Talk To, Earnings as Next and Last and History & a Score That Shows Its Work

The screener is rebuilt as an instrument: a hero scatter, a range rail, a command surface, and plain-English criteria that wire straight into the filter rail
The Earnings lens on every company page becomes Next, Last, and History, composed on the server so the three panels cannot disagree with each other
The Convexity Score shows its work: every factor is sourced, and a why-this-score popover reads out what moved it
The exposure graph starts grading itself, with a horizon lane for scheduled catalysts, a convergence read for names hit from more than one direction at once, and a coverage index per company

feat Screener redesign: plain-English criteria wired into the filter rail, a hero scatter, a range rail, and a command surface

feat The Earnings lens rebuilt as Next, Last, and History, composed server-side so the panels agree

feat Sourced Convexity Score provenance with a why-this-score popover

feat Sector-relative A+ to F factor grades

data The exposure graph grades its own calls lane by lane, adds a horizon lane for scheduled catalysts, and flags convergence when several lanes reach one name

data A coverage index per company, and a second hop from company to filer to company

feat The graph canvas is navigable, filterable by the ontology's own vocabulary, and leaves a trail back

data One document corpus now backs search, the assistant, and the timeline, with whole-document matching across earnings calls

data The public tool server exposes thirty-six read tools

feat Discounted cash-flow foundations: history, provenance, drift, and lineage, with the vendor figure gated on every read path

feat Interest-rate swap pricing off the Treasury curve, and bonds priced from semiannual bond-equivalent zeros

feat Option Greeks and implied volatility move onto a dedicated pricing engine

feat A statements chart on the company page that follows your selection, with a price overlay

data Dividends report real projected ex-dates and a frequency derived from actual payment counts

fix Frosted glass is gone from the terminal, and dim meta text is lifted to the contrast floor

fix Exact-match search returned nothing in production and returns results again

fix Five data sources read as failed on a normal schedule, and freshness now reports real upstream time rather than request time

fix The tax-harvest surface drops an unsourced savings figure and shows realized losses only

fix Company pages stop paying for two redundant requests, and peer fundamentals fetch in one batch

v0.9.45 2026-07-18

A Thesis Ledger That Keeps Score, a Rebuilt Earnings Calendar & a Deeper Exposure Graph

Your research theses now keep score: every change of stance is recorded against what the market did next, a nightly scorer grades each call, and a track record page reads your calibration and hit rate over time
The earnings calendar is rebuilt as a week-at-a-glance grid and a sortable table, with confirmed before-open and after-close sessions drawn from the filings so the times line up on every surface
The exposure graph reaches further, linking companies through institutional-ownership flows, lobbying ties, and material corporate events, and it now scores whether the moves it predicted actually happened
New desks across the terminal: a gamma-squeeze radar and options-flow leaderboards, dividend-safety grades, an operational-resilience map, foreign-exchange majors, and a live Treasury yield curve

feat Thesis Ledger: your theses keep score, with every stance change recorded against what the market did next, a nightly scorer, and a track record page that reads your calibration over time

feat Earnings calendar rebuilt as a week-at-a-glance grid and a sortable table, with confirmed before-open and after-close sessions drawn from the filings

data The exposure graph adds institutional-ownership flows, lobbying ties, and material corporate-event links from 8-K filings, and scores whether the moves it predicted played out

ai Assistant tools query the exposure graph directly, with a nightly digest of its biggest shifts

feat Gamma-squeeze radar and options-flow leaderboards rank the options tape by dealer-gamma pressure and net premium

feat Dividend Intelligence grades score safety, growth, yield versus history, and consistency for any dividend payer

feat A new operational-resilience desk maps live disruption to the companies exposed to it

feat Foreign-exchange desk with spot majors, a full pair universe, and price history

data A live U.S. Treasury yield curve

data Daily consolidated short volume from FINRA on the squeeze radar

feat The home dashboard is redesigned for clearer hierarchy, calmer color, and less signal noise

fix The terminal is now fully responsive on phones

feat Company pages resolve their deep links, with redesigned empty and error states across the app

fix Connected-account cash balances now display correctly in your portfolio

fix The Convexity Score shows broader factor coverage, and an unavailable factor now reads as a dash rather than a zero

v0.9.44 2026-07-14

Entity Dossiers, a Filings Desk & Why-It-Moved Catalysts

Every company now has a canonical Dossier: its identity crosswalk, corporate hierarchy, filings, insider flow, government contracts, earnings calls, news, and your own exposure, gathered on one page you can reach from any row
A new Filings desk unites SEC filings, a sentence-level redline between two versions of a filing, extracted financial tables, a topic timeline, and investor presentations pulled from 8-K exhibits
Every significant mover now carries the news catalyst that best explains it, with a same-sector fallback for quiet names and a flag for volume-backed moves that no headline explains
Your home page reads the day through your book, structured research theses now persist and stay monitored, and you can schedule an AI prompt to run on its own

feat Entity Dossier: one canonical page per company with nine sourced sections, reachable from exposure rows and from every stock page

feat Filings desk: SEC filings, a sentence-level redline between two versions of a filing, extracted financial tables, a topic timeline, and investor presentations from 8-K exhibits

feat Why-it-moved catalysts: each significant mover carries the news that best explains it, with a same-sector fallback and a flag for volume-backed moves no headline explains

feat A personalized, book-aware home surfaces which live situations touch the names you hold or watch, with dollar exposure for Pro members

feat Structured research theses: capture your cases, catalysts, risks, valuation, and invalidation triggers, saved to your account and monitored as the world moves

ai Scheduled AI runs: set a prompt to run on its own and have the answer delivered to your notifications inbox

feat A real-time Market News feed that updates live

data Semantic document search: press releases are now searchable by meaning, with a hybrid ranking that blends keyword and semantic matches

v0.9.43 2026-07-07

Situations, Chart Studio & a Deeper Exposure Graph

Atlas connects the dots: correlated anomalies across aviation, maritime, seismic, and unrest now cluster into Situations, each opening to the evidence trail that formed it
The exposure graph goes deeper: trace the shortest receipted path between an event and the companies it moves, pin your own boards, and read revenue-at-risk bands on a disruption
Chart Studio arrives: build any chart from prices, fundamentals, and 40-plus macro series, render native candlesticks and heatmaps, then embed it anywhere
A new Private Capital desk covers Reg D and Reg CF fundraising, and a unified Peers surface pairs a fundamentals matrix with a co-movement lens

feat Atlas Situations: correlated cross-domain anomalies cluster into one tabular situation, with an evidence trail and an activation chain

feat Mimir why-path traces the shortest receipted route between any two entities, with as-of replay

feat User-authored Mimir boards: pin the entities you follow and see live connectivity between them

feat Company aperture: a company-first view of ownership, actor flows, and dependencies

feat Impact scenarios put revenue-at-risk bands and an analog price-move distribution on a disruption (Pro Plus)

feat Chart Studio: saved charts, a formula editor, a catalog of 40-plus FRED macro series and company fundamentals, native candlestick and heatmap renderers, and embeddable chart cards

feat Private Capital desk: Reg D and Reg CF offerings, capital-by-sector rollups, and window-wide fundraising totals

feat Peers unifies a fundamentals matrix and a co-movement lens on one synced anchor, with freshness drawn from the data

feat Portfolio adds an issuer-level exposure rollup that sees through your ETFs to the underlying names

v0.9.42 2026-07-04

The Situation Room, Reborn

The global Situation Room becomes an explorable map: a deep, fly-to 3D globe with a live geo-briefing and an ops basemap you can read at a glance
An ontology now connects world events to the companies and mechanisms they touch, so a headline links straight to what it moves
A new prediction-markets desk brings implied odds alongside the rest of the market
The dashboard reads cleaner: sector rotation and four-week returns fold into a single card

feat Situation Room reborn as an immersive 3D globe with fly-to navigation and depth

feat Live geo-briefing and an ops basemap layered over the global map

data An ontology links world events to the companies and mechanisms they affect

feat A prediction-markets desk

feat Dashboard merges the sector-rotation map with four-week returns into one card

v0.9.41 2026-07-01

Notifications That Watch the Market & Resilient AI

Real market signals now flow into your notifications inbox for the names you watch, so the alerts come to you
A keyboard command palette drives the dense terminal tables in place, without reaching for the mouse
Deep research shows an editable plan preview before it spends, so you approve the scope first
Ask and Mandate keep answering through an AI-provider outage, falling back across vendors

feat Real market signals flow into the notifications inbox for the names you watch

feat A keyboard command palette drives the dense terminal tables in place

feat Deep research shows an editable plan preview before it spends

ai Ask and Mandate survive an AI-provider outage via cross-vendor fallback

v0.9.40 2026-06-30

Your Portfolio Cockpit, an Economic Calendar & Better-Cited Answers

The portfolio cockpit gains a benchmark overlay, asset-class allocation, and a realized-versus-unrealized P&L toggle
A new Economic Calendar in the Macro section, built from the Fed's forward release schedule, so you can see what prints next and when
Sharper AI answers: a source popover on every cited claim, plus inline ticker cards you can act on
The terminal moves onto its redesigned pages, with the screener and options workbench easier to drive

feat Portfolio cockpit adds a benchmark overlay, asset-class allocation, and a P&L toggle

feat Economic Calendar page in Macro, populated from the Fed's forward release schedule

ai Per-claim source popovers on inline citations

ai Inline ticker cards and a per-answer disclaimer in assistant answers

feat Screener: compose your own result columns with inline definitions, plus a plain-English save summary and a starter gallery

feat Options: a thesis-first strategy gallery that deep-links into the spread builder and optimizer

feat Dashboard masthead shows an account-aware glance at your book

feat The terminal moves onto its redesigned pages at cleaner, canonical routes

v0.9.39 2026-06-20

Earnings-Call Reader, Terminal Lux & Faster Sign-In

A dedicated earnings-call reader lays out each call speaker by speaker, with an 'Ask this call' AI answer grounded in the actual transcript
Terminal Lux: a cleaner visual pass across the data surfaces, plus a redesigned sidebar menu that is easier to scan
Sign-in is faster and clearer: trust a device to skip repeat two-factor prompts, sign in with a passkey, reveal your password, and watch password strength as you type
A consistent Refresh control across data panels, with live-quote freshness on Top Movers

feat Earnings-call reader with speaker and section parsing and a quick recap rail

ai 'Ask this call' answers are grounded in the selected transcript, with citations

feat Terminal Lux visual refresh across data tables and panels

feat Redesigned sidebar menu with clearer grouping and short descriptions

feat Trust-this-device option to skip two-factor on a recognized device, plus a display name on your profile

feat Refreshed sign-in with passkey-forward login, password reveal, and a strength meter

feat A consistent Refresh control across data panels, with live-quote freshness on Top Movers

v0.9.38 2026-06-19

Your Book of Record & the Data Desks

Your portfolio now runs on a single book of record: a redesigned Overview leads with portfolio value, the day's P&L, unrealized gain, and concentration, backed by a new analytics row for blended fundamentals, performance attribution, liquidity, and dividend income
Top Movers now reads the full market and lets you focus by sector
FedWatch macro pages are redesigned, with a distinct view for debt, auctions, trade, and entitlements
The Energy & Weather desk and the global Situation Room load reliably, with honest freshness

feat Portfolio Overview rebuilt on a unified book of record, leading with value, day P&L, unrealized gain, and concentration

feat Overview analytics row: blended fundamentals, performance attribution, liquidity and concentration, and dividend income

feat Top Movers now reads the full market and lets you focus by sector

data Supply-chain map adds customer relationships drawn from suppliers' own filings

feat FedWatch macro pages redesigned, with a distinct view for debt, auctions, trade, and entitlements

fix The Energy & Weather desk and the global Situation Room load reliably, with honest freshness

v0.9.37 2026-06-17

Disclosure-Risk Verdicts & Forensic Tools

A new disclosure-risk verdict for a stock, built from the evidence: contradictions between filings and the earnings call, and insider behavior, each shown with its supporting citations
The verdict comes with history over time, a watchlist feed, a free preview, and a shareable receipt you can send to anyone
Forensic research tools: a consistent red-flag score over filing text, plus machine-extracted guidance tables you can export to CSV or Excel
Politician and insider trackers gain reconstructed live portfolios and backdated return sparklines

feat Disclosure-risk verdict for a stock, with evidence shown on every axis

feat Verdict history timeline, a watchlist feed, a free preview, and a shareable public receipt

ai Ask the assistant for a disclosure-risk verdict on any covered company

feat Red-flag score computed over filing text

feat Machine-extracted earnings-guidance tables with CSV and Excel export

ai Click any cited figure to open the exact source passage

ai Assistant answers default to tables, with one-click copy to Excel or CSV

feat Insider and politician trade feeds compile into clear filing cards labeled NEW, ADD, or TRIM

data Reconstructed live portfolios for politicians, with backdated return sparklines

fix Sector and heatmap freshness now reflect live quotes, with a real refresh button

v0.9.36 2026-06-14

Options Lab, Programmatic Access & Graph Anything

Options Lab expands into a full workbench: a Volatility Lab (IV rank, skew, term structure), a market-wide Greeks scanner, an earnings IV-crush model, and a strategy optimizer that turns a thesis into ranked trade structures
Programmatic access arrives: connect Convexity to AI assistants and your own scripts through our API, with a guided 'Connect via MCP' panel on the API-keys page
Graph anything: a multi-series charting surface for plotting prices, fundamentals, and metrics side by side
A new IPO and SPAC pipeline with lock-up-expiry and index-rebalance dates, plus universal broker-statement import

feat Volatility Lab with IV rank, skew, term structure, and volatility-risk premium

feat Market-wide Greeks scanner for gamma, theta, vega, and lotto plays

feat Earnings IV-crush model showing the pre-earnings ramp and the post-earnings crush

feat Strategy optimizer ranks options structures from a plain-language thesis

feat Options backtester prices at real end-of-day implied volatility

feat Programmatic API access, including an MCP server so AI assistants can use Convexity tools

feat 'Connect via MCP' panel on the API-keys page

feat Graph-anything multi-series charting surface

ai Generative Grid: a tickers-by-questions AI matrix (Pro Plus)

feat IPO and SPAC pipeline with a lock-up-expiry and index-rebalance calendar

feat Universal broker-statement import (OFX, QFX, and CSV column mapping)

data Full-text 10-K and 10-Q corpus with extracted financial tables

feat Mimir causal-graph view connecting events to mechanisms to affected companies

v0.9.35 2026-06-13

Deeper Stock Pages, Sharing & Seasonality

Stock pages gain a Statistics tab and a financial-forecast panel with forward analyst estimates
See what a fund or ETF really holds with look-through X-ray on the portfolio Risk tab
Share your work: branded share cards with public permalinks, plus read-only links for saved screener views
Per-ticker seasonality, monthly performance leaderboards for politicians and insiders, and annual billing in the upgrade flow

feat Stock detail adds a Statistics tab and a forward-estimate forecast panel

feat ETF and fund look-through X-ray on the portfolio Risk tab

feat Branded share cards with public permalinks

feat Shareable, read-only saved screener views

feat Per-ticker monthly seasonality page

data Performance leaderboards for politician and insider traders

feat Annual billing option in the in-app upgrade flow

ai Deeper, better-cited research reports with stronger grounding

feat A refreshed marketing site

v0.9.34 2026-06-09

New Alternative-Data Feeds, Notifications & Self-Service

Four new alternative-data feeds: corporate lobbying, retail and Reddit chatter, search-interest trends, and corporate-jet tracking
A unified notifications inbox with web push, plus options-flow and thesis alerts
Self-service account tools: reset your password with an emailed code, and a redesigned account and settings page
A revitalized financials panel on stock pages, with more hierarchy and room to read

data New alternative-data feeds for lobbying, retail and Reddit chatter, search trends, and jet tracking

feat Unified notifications inbox with web push, options-flow alerts, and thesis alerts

feat Self-service password reset via an emailed one-time code

feat Redesigned account and settings page, with billing and usage embedded

feat Stock-detail financials panel revitalized for readability

feat Invite flow that provisions your account when you come off the waitlist

feat Live corporate-jet tracker promoted into the sidebar

v0.9.33 2026-06-06

Click-to-Audit Provenance & Owner-Earnings

Click any number to see where it came from: a data-time badge, an 'as of' note on AI answers, and a per-value audit trail across the terminal
Business Owner Mode brings an owner-earnings view to stock pages, alongside a revenue-segment explorer
Build your own dashboards with common-size statements and custom metrics
Tier-aware previews let you see what is behind a paid feature before you upgrade, and paid plans get unlimited price history

feat Click-to-audit provenance: a data-time badge, an AI 'as of' note, and a per-value source trail

feat Business Owner Mode: an owner-earnings view on stock detail

feat Revenue-segment explorer with mix over time and per-segment year-over-year

feat Custom dashboards, common-size statements, and custom metrics

feat Stock detail adds a Catalysts tab and a 52-week range bar on the price card

feat Clickable sector-rotation bubbles that open per-sector detail pages

feat Blurred-preview tier gates across premium pages

feat Unlimited price history for paid plans

feat Faster command palette with fuzzy and keyword search

data Satellite exposure layers and broader coverage across FRED, 8-K, 13F, and dark-pool data

feat Mimir adds real transmission-mechanism deltas

v0.9.32 2026-05-26

Developer API, Credit Packs & Security Hardening

The Developer API tier is live: self-serve API keys, usage limits, and public documentation for programmatic access to scores, quotes, and reference data
New ways to pay for what you use: Pro Research credit packs, a per-ticker Earnings War Room, and a standalone Morning Brief subscription
Smart Money screening: describe what you want in plain language and get matching screener criteria, plus an institutional-flow rollup per ticker
A broad security and account-safety hardening pass across sign-in, sessions, and data handling
Live price updates on 1D and 5D charts that refresh automatically through the trading session

feat Developer API: self-serve key management, a usage dashboard, and public API documentation

feat Pro Research credit packs, purchasable as one-time top-ups

feat Earnings War Room: a focused, per-ticker view for earnings events

feat Morning Brief now available as a standalone subscription

feat Smart Money rollup summarizing institutional flow per ticker

ai Natural-language screening turns a plain-English prompt into screener criteria, with evidence citations on assistant answers

feat New screener filters, including recent insider buying, implied-volatility change, and earnings whisper

feat Live price updates on 1D and 5D charts throughout the session

fix Security and account-safety hardening across authentication, sessions, and data handling

fix Dashboard fixes: corrected index tiles, a steadier "what's coming" widget, and more resilient rendering across pages

feat Marketing refresh across several pages to match the in-app look

v0.9.31 2026-05-25

Options Lab Hub & Sidebar Refresh

Options Lab gets a dedicated hub: a volatility-context strip, a workflow grid, and a payoff visual in one place
The redesigned sidebar is now the default: a task-oriented icon rail with pinnable shortcuts
Per-sector detail pages and a searchable analyst-actions table

feat Options Lab hub with volatility context, workflow shortcuts, and a payoff backdrop

feat Sidebar refresh promoted to default, with user-pinnable shortcuts (up to five)

feat Per-sector detail pages

feat Analyst actions: search filter and price targets on rating changes

fix Sign-in screen now paints immediately for signed-out visitors

fix Dashboard padding is responsive on wide screens

feat Marketing: mobile-responsive overhaul plus refreshed exposure and evolution pages

fix Crisper favicon and refreshed logo

v0.9.30 2026-05-24

Risk Tooling, Exposure Intelligence & Site Refresh

A wave of risk and research tooling: factor-exposure analysis, tax-lot accounting with wash-sale detection, a portfolio optimizer, and a deeper backtester
Full-text search across earnings transcripts and filings
Exposure intelligence at /exposure, with live satellite and vessel layers and curated disruption regions
A site-wide marketing refresh with long-form rewrites across product, security, and audience pages

feat Factor exposure: multi-factor regression on a portfolio

feat Tax-lot accounting (FIFO / LIFO / average cost) with wash-sale detection

feat Portfolio optimizer: mean-variance and risk-parity allocations plus a rebalancer

feat Deeper backtesting: walk-forward, Monte Carlo, and parameter sweeps

feat Full-text search across earnings transcripts and filings

feat Options: implied earnings-move estimate

feat Insider coverage adds pre-sale notices and trading-plan detection

feat Unified events calendar: earnings, IPOs, M&A, and key filings in one view

feat Exposure intelligence at /exposure with live satellite and vessel layers and curated disruption regions

feat Interactive product tour at /demo

data Broader, more reliable fundamentals coverage

feat Site-wide marketing refresh across product, security, and audience pages

v0.9.29 2026-05-23

Platform Reliability & Exposure Maps

A major behind-the-scenes database upgrade for better reliability at scale
Live satellite and vessel layers on the exposure map
A design cleanup pass across the terminal, including dashboard and tablet polish

feat Platform reliability upgrade across the data layer

feat Exposure map: live satellite and vessel layers

feat Exposure intelligence interface ships at /exposure

fix Design cleanup across the dashboard header, index tiles, and tablet layout

v0.9.28 2026-05-21

Convexity Score v2 & Broader Market Coverage

Convexity Score v2 sharpens the underlying signal and runs more reliably
Stock charts now show intraday data plus roughly 20 years of daily history
Broader coverage for the earnings, stock-split, and Congressional-trade calendars
A dashboard polish pass with cleaner states and corrected sector-rotation labels

feat Convexity Score v2 with a sharper, less-noisy signal

feat Stock charts: intraday data plus ~20 years of daily history

fix Intraday chart windows count trading sessions, so there are no more weekend or holiday gaps

data Broader earnings-calendar, stock-split, and Congressional-trade coverage

feat Stock detail: more readable financials table with a key-ratios strip

feat Market heatmap visual enhancements and stress-hub integration

feat Dashboard polish: cleaner empty and status states across tiles

fix Sector-rotation quadrants and axis labels corrected

fix Ticker tape edge-fade and interaction fixes

fix M&A radar collapses share-class clusters into a single row

v0.9.27 2026-05-18

Dashboard Redesign & Filing Search

The dashboard is reorganized around four trader moments, with collapsible navigation groups
The Morning Brief panel now opens with an AI-written summary
The AI assistant can search and cite material-event filings
Sentiment and geopolitical-stress panels stay populated between refreshes

feat Dashboard reorganized around four trader moments

feat Collapsible navigation groups and clearer icons

ai Morning Brief panel leads with an AI-written summary

feat Index tiles gain sparklines and a tighter layout

ai AI assistant can search and cite material-event filings

feat M&A radar with a dashboard widget and per-ticker view

data Activist-filing details enriched with filer and ownership data

data Earnings-transcript coverage widened to the top 500 companies

fix Sentiment and geopolitical-stress panels keep their last-good data between refreshes

v0.9.26 2026-05-15

Deeper Fundamentals on Stock Pages

Stock pages gain deep-dive panels: valuation and ESG, an earnings-transcript viewer, revenue segmentation, and growth rates
New fundamentals throughout: PEG, analyst targets and grades, intrinsic value, ESG, and EPS-surprise history
The screener can now filter on ESG, valuation, PEG, and analyst targets
IPO calendar, activist filings, and index-membership history are now first-class

feat Stock detail: valuation and ESG panel, earnings-transcript viewer, revenue segmentation, and growth panels

feat Index-membership badge and a recent index-changes widget

feat Screener filters for ESG, valuation, forward PEG, and analyst targets, plus an index-membership universe toggle

data New fundamentals: PEG, analyst targets and grades, intrinsic value, ESG, historical ratios, growth rates, and EPS-surprise history

data Revenue segmentation by product and geography

data IPO calendar and index-constituent history

data Activist (13D / 13G) filings index

ai AI assistant can retrieve and cite earnings transcripts

v0.9.25 2026-05-14

Market-Data Reliability

A market-data backbone consolidation for more consistent quotes, company info, and streaming
Expanded fundamentals coverage

data Consolidated market-data sourcing for quotes, company info, logos, and streaming

data Expanded fundamentals coverage

fix More resilient rate limiting and automatic recovery on data-feed hiccups

v0.9.24 2026-05-13

Dashboard v2

The redesigned dashboard is now the default, with a live signal feed and freshness badges on every panel
Panels navigate inside the app without full-page reloads

feat Dashboard v2 ships as the default dashboard

feat Live signal feed with data-freshness badges on every panel

fix In-app navigation without full-page reloads

fix Panel heights match within a row, removing empty gaps

fix Corrected sector-rotation labels

v0.9.23 2026-05-09

Public API & Conviction Score v2

The public API expands with reference, key-stats, events, related-companies, and history endpoints, plus a screener endpoint
Institutional-holders data is now backed by real 13F filings
Conviction Score v2: a three-factor blend

feat Public API: reference, key-stats, events, related-companies, and history endpoints

feat Public API: screener endpoint

data Institutional-holders data backed by real 13F filings

feat Admin waitlist management

feat Conviction Score v2 three-factor blend

v0.9.22 2026-05-07

Faster Stock Pages & Deeper History

Stock pages load noticeably faster by serving fundamentals and history from our own database
Earnings detail now shows 40+ quarters of history with real revenue-surprise figures
Unknown tickers return a fast result with an 'add to coverage' pointer instead of a long wait

feat Stock pages assemble fundamentals and history from local data for much faster loads

feat Earnings detail: 40+ quarters of history and real revenue-surprise figures

feat Earnings-detail panel opens almost instantly

feat Longer history for intrinsic-value analysis

fix Unknown tickers return quickly with an 'add to coverage' pointer

fix More resilient earnings and chart rendering

v0.9.21 2026-05-07

Revenue-Growth Coverage Fix

Revenue-growth figures now populate for roughly 1,500 companies that previously showed none

fix Corrected a data-mapping issue so revenue-growth coverage jumps from a handful of companies to most of the universe

v0.9.20 2026-05-06

Faster Fundamentals

Fundamentals now derive from filings data, populating for nearly the entire coverage universe and refreshing far faster
Peer comparison resolves for many more companies

feat Fundamentals derive from filings data, covering nearly the full universe with much faster refreshes

feat Financials tab populates for almost every covered company

feat Peer comparison resolves sector and size for far more companies

fix Market cap fills for companies that were previously missing it

v0.9.19 2026-05-05

Expandable Coverage Universe

Add any stock to coverage right from its detail page, with the page populating in seconds
Coverage expanded from the S&P 500 to the Russell 3000
Nightly data syncs now span the broader universe plus any stocks you've added

feat 'Add to coverage' on every stock page, tier-gated, with a fast synchronous fetch

feat Coverage universe expanded to the Russell 3000

feat Newly added stocks populate immediately across the core data sources

fix Filtered out delisted tickers to keep nightly syncs fast and reliable

v0.9.18 2026-05-02

Settings Polish

Settings section-header icons are clearer and easier to read

fix Higher-contrast section-header icons in Settings

v0.9.17 2026-05-02

Morning Brief in Chat & Heatmap Polish

Ask the AI assistant to surface your daily Morning Brief in chat
Market-heatmap industry labels are readable again
A faster, more consistent sign-in experience

ai AI assistant can pull and summarize your daily Morning Brief on request

fix Market-heatmap industry labels no longer truncate mid-word, with the full name on hover

fix Better dark-mode contrast on the Settings page

fix Consistent loader and faster load across sign-in, sign-up, and waitlist

fix Morning Brief freshness now reflects all of its sources

v0.9.16 2026-05-01

Screener Fundamentals & Usage Metrics

The screener grid now shows EPS growth, P/S, P/B, ROE, ROA, free cash flow, dividend yield, and beta
The usage page shows real per-cycle counts against your plan limits

feat Eight new fundamentals columns in the screener

feat Usage page shows real counts for AI messages, watchlists, and alerts against plan limits

fix More reliable insider-data sync

feat Improved platform reliability under load

v0.9.15 2026-05-01

Dashboard Polish, Unified Portfolio & Energy Data

A dashboard top-strip polish pass with cleaner cards and a single, filterable earnings table
Portfolio is now one page with Overview, Holdings, Performance, Risk, and Tools tabs
The Energy & Weather page now shows real petroleum, natural-gas, and temperature data

feat Dashboard top-strip polish: tidy metric cards, a compact volatility gauge, and a combined sector-rotation table

feat A single earnings widget with All / Upcoming / Reported filters

feat Unified portfolio page with five tabs

feat Reorganized research navigation

feat Energy & Weather: real petroleum and natural-gas storage plus regional temperature data

fix Various rendering and contrast fixes

v0.9.14 2026-05-01

Live Crypto & Fuzzy Search

Crypto pages refresh live with a Live indicator
Ticker search now matches by company name or symbol, even with typos
Charts render correctly on first load

feat Live-refreshing crypto pages with a Live indicator

feat Fuzzy ticker search by name or symbol, tolerant of typos

fix Price chart renders on first load

fix Cybersecurity page shows an empty state with retry instead of a blank screen

v0.9.13 2026-05-01

Markets Data Accuracy & 13F Coverage

The credit-spreads monitor renders again
Market-regime confidence no longer pins at 100%
13F whale-watch holdings now resolve to the right companies

fix Credit-spreads monitor shows its interpretation text again

fix Market-regime confidence no longer claims absolute certainty

fix Insider feed surfaces large trades that were previously clipped

fix 13F holdings that previously showed no company now resolve correctly

fix More reliable geopolitical and pairs-trading panels

v0.9.12 2026-05-01

Broader Coverage & Data Accuracy

Government Contracts no longer caps results, returning real award totals
Commercial-real-estate bank exposure shows real bank names for far more institutions
Stock-detail dividend yield shows the correct value
Patent links open the right record

fix Government Contracts returns full results with corrected filtering

fix CRE bank exposure expanded with real bank names

fix Broader insider and squeeze coverage

fix Dividend yield no longer displays an inflated value

fix Patent links route to the correct granted or pending record

fix Consistent page headers across more pages

v0.9.11 2026-05-01

Page Header Refresh & Stock Detail KPIs

Several pages adopt the consistent in-app header
Stock detail shows a fuller KPI rail: PEG, P/B, P/S, EV/EBITDA, ROE, ROA, growth, and beta
The earnings calendar is redesigned as a card grid with company logos

feat Consistent header across more pages

feat Fuller KPI rail on stock detail

feat Earnings calendar as a responsive card grid with company logos

feat Tidier AI assistant layout

fix More resilient macro and FRED pages

v0.9.10 2026-04-28

Persistent AI Sidebar & Login Redesign

The AI assistant now lives in a persistent, page-aware sidebar
A redesigned sign-in with a split-pane layout and dashboard preview
Billing groundwork lands behind the scenes

feat AI assistant consolidated into a single persistent, page-aware sidebar

feat Redesigned sign-in with a split-pane layout and dashboard preview

feat Billing groundwork

feat New platform-pillars section on the marketing homepage

v0.9.9 2026-04-27

New Homepage & Whale Watch Accuracy

A redesigned marketing homepage with a sticky glassy nav and a bento layout
Whale Watch corrects inflated 13F holding values
The dashboard market heatmap is rebuilt as a treemap

feat Redesigned marketing homepage

feat New /brand page explaining the Convexity mark

fix Whale Watch corrects inflated 13F holding values and de-duplicates funds

fix Dashboard market heatmap rebuilt as a sector / industry / ticker treemap

fix Pricing page layout and contrast pass

fix Politicians page ranks most-traded stocks by dollar value

v0.9.8 2026-04-26

Supply Chain Data & Demo Preview

A new supply-chain ingestion pipeline with full provenance on every data point
A gated demo preview showcasing the AI assistant

data New supply-chain ingestion pipeline with provenance on every row

feat Consolidated marketing copy as a single source of truth

feat Gated demo preview with an AI chat showcase

fix Marketing layout fixes

v0.9.7 2026-04-25

Workflows Hub & Richer Stock Detail

A new /workflows hub for research and personalization
A Headlines section on stock detail and more accurate sector classification
Marketing claims and tier limits aligned with reality

feat Workflows hub with saved research and personalization

data Layered data enrichment for broader coverage

feat Headlines section on the stock-detail overview

fix More accurate sector classification across financials

feat Heatmap with share-class de-duplication

fix Marketing tier limits and claims aligned with reality

v0.9.6 2026-04-24

Sectors Page & Stock Detail Rebuild

A new Sectors & Intelligence page with rotation, breadth, and dispersion views
Stock detail expanded with stories, latest developments, key issues, and a movers/peers sidebar
The redesigned marketing homepage goes live
Freshness badges now show when data was last checked

feat Sectors & Intelligence page: rotation, breadth, and dispersion

feat Expanded stock detail with stories, developments, key issues, and a movers/peers/watchlist sidebar

feat Marketing homepage v2 live

feat Freshness badge shows when data was last checked

feat Dashboard market-heatmap panel

feat Richer insider-flow interactions

feat Morning Brief leads with recent headlines

v0.9.5 2026-04-23

Terminal Shell Redesign

A redesigned terminal shell is now the default across the app, with refreshed chrome and a consistent panel system
A full-fidelity stock-detail rebuild and an overhauled Insider Flow with full S&P 500 coverage
An expanded Tweaks menu: compact numbers, signal severity, and AI-model selection

feat Redesigned terminal shell as the default across the app

feat Expanded Tweaks menu: compact numbers, signal severity, and AI-model selection

feat New Convexity mark and AI drawer

feat Full-fidelity stock-detail rebuild

feat Insider Flow overhaul with full S&P 500 coverage and per-row filing links

feat Peer comparison with a nightly refresh

feat New dashboard panels and an expanded signal feed

feat Real-time market-data updates on top of the existing API

fix Mobile and tablet sidebar improvements

v0.9.4 2026-04-22

Data Freshness & Reliability

Automatic cleanup keeps long-running data tables bounded for steady performance
Portfolio flags brokerage connections that haven't synced in over a day
A single, consistent data-freshness badge across the app

data Weekly retention cleanup keeps append-only data bounded

feat Portfolio flags brokerage connections older than 24 hours

feat A single data-freshness badge replaces older variants

data Consolidated patent data onto a single source

feat Simplified to a single brokerage integration

v0.9.3 2026-04-21

Brief AI Assistant & Brokerage Holdings

The AI assistant is now 'Brief'
Linked brokerage holdings flow into risk analysis and assistant context across the app
One consistent insider data source, so every surface shows the same numbers

ai AI assistant renamed to 'Brief'

ai Brief knows your linked brokerage tickers and can answer 'what do I own?'

feat Brokerage holdings flow into correlation, stress test, and VaR automatically

feat One-tap brokerage refresh and per-tab sync indicators

feat Holdings grouped by account on the dashboard

data A single canonical insider data source across every surface

v0.9.2 2026-04-20

Full S&P 500 Insiders, Alerts & Exports

Insider coverage expanded to the full S&P 500 with a heatmap widget
Alerts persist with email delivery and one-click unsubscribe
CSV export from the screener and watchlists
Broader filing coverage across the S&P 500

data Insider coverage expanded to the full S&P 500 with a heatmap widget

feat Alerts with email delivery and one-click unsubscribe

feat CSV export from the screener and watchlists

feat Correlated-stocks card on stock detail

feat Curated alt-data preset chips in the screener

feat Aggregate brokerage holdings across all linked institutions

data Broader 10-Q / 10-K and 8-K coverage across the S&P 500

feat Semantic search over SEC filings

v0.9.1 2026-04-18

AI Assistant & Freshness Everywhere

The AI assistant shows which page it's reading and tailors prompts to your ticker
Consistent data-freshness badges across alt-data surfaces

ai AI assistant shows a 'Reading · <page>' context chip

ai Prompts and placeholders adapt to the current page and ticker

feat Freshness badges across more data surfaces

feat Pricing page flags upcoming features honestly

v0.9.0 2026-04-16

Observability, Preferences & Public Pages

Your preferences now sync across devices
Public ticker, markets, and screener pages at clean URLs
Production-grade error tracking and logging

feat Server-side preferences: theme, sidebar, and layout sync across devices

feat Production error tracking and structured logging

feat Faster initial load through code splitting

feat Deep health check covering core systems

feat Public ticker pages with AI synthesis and insider trades

feat Public markets dashboard and stock screener

feat Embeddable ticker widget

feat Morning Brief RSS feed

feat Changelog page with full release history

feat Stronger password hashing with automatic upgrade on sign-in

ai AI insights across stock detail, research, macro, insider, and filings

data Real data from 20+ government and public sources (SEC EDGAR, FRED, ClinicalTrials.gov, USPTO, and more)

v0.8.0 2026-04-15

Public Pages, Financial Statements & Analyst Notes

A public stock screener with a fast cold-start path
An embeddable ticker widget and a public quotes API
Financial-statement data and the Living Analyst Notes AI feature land

feat Public screener with curated rankings and a fast cold start

feat Embeddable ticker widget

feat Public quotes, indices, and movers API

feat Morning Brief RSS feed and first SEO surface

data Financial-statement data with hardened parsing

data Computed technical indicators (RSI, MACD, moving averages, ATR)

ai Living Analyst Notes, our flagship AI research feature

v0.7.0 2026-04-15

Live Insider Embed & Public Ticker Pages

A redesigned homepage built around a live SEC insider-flow embed
Public ticker pages with AI synthesis
A public markets dashboard

feat Homepage redesigned around a live insider-flow timeline

feat Live insider-flow embed from real SEC data

feat Public ticker pages with AI synthesis

feat Public markets dashboard

feat Product-page overhaul with a comparison table

fix Dashboard polish and dark-mode contrast

v0.6.0 2026-04-14

Backend Services & AI Assistant

Backend services and the AI assistant API land
Reliable, zero-downtime deployments with health checks
A status page and health endpoints

feat AI assistant API with persistent history

feat Zero-downtime deploys gated by health checks

feat Staging environment with safety rails and backups

feat Status page and health endpoints

feat Live ticker bar across marketing pages

feat Contact page, password reset, and forgot-password flow

fix Mobile shell and dark-mode polish

v0.5.0 2026-04-14

Convexity Rebrand & UI Library

FinTerm becomes Convexity across the app, marketing, and assets
A new UI component library of 22 primitives
A new indigo accent system

feat Convexity UI component library with 22 primitives and a gallery

feat FinTerm to Convexity rebrand across app, marketing, and assets

feat Core screens migrated to the shared UI primitives

feat Mobile navigation in the app shell

feat Indigo accent system as the default identity

v0.4.5 2026-04-13

AI Layer & Security Hardening

A unified AI integration layer so providers can be swapped cleanly
An early security-hardening pass
Brokerage compliance documentation

ai Unified AI integration layer

feat Security hardening: input validation and response headers

data Brokerage compliance documentation

v0.4.0 2026-04-11

One-Click Demo & Brokerage Scaffold

A one-click demo that opens straight into the dashboard
Brokerage-connection groundwork
Alt-data feed scaffolding

feat One-click demo into the dashboard for early testers

feat Brokerage-connection groundwork

feat Alt-data feed scaffolding

v0.3.0 2026-04-11

First AI Assistant

The first AI assistant integration lands
Groundwork for AI-assisted market summaries

ai First AI assistant wired into the terminal

ai Initial AI-assisted market summaries

feat Capabilities dashboard refinements

v0.2.0 2026-04-10

Dark Mode & Glass Rebrand

Dark mode becomes the default surface
A glass-theme rebrand across the app

feat Dark mode set as the default

feat Glass-theme rebrand extended across the app

feat Theme token system scaffolded

v0.1.0 2026-04-10

Frosted-Glass Theme

The Capabilities dashboard gets a frosted-glass redesign

feat Capabilities dashboard redesigned with a frosted-glass theme

v0.0.1 2026-04-10

FinTerm Initial Cut

The first cut of the FinTerm financial-intelligence terminal
A capabilities dashboard framing the initial feature set

feat Initial FinTerm financial-intelligence terminal

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