Changelog
70 releases · 622 changes · 2026-04-10 to 2026-09-23
Every release, in full. The unabridged record behind the roadmap: every release, and every feature, fix, AI and data change it carried, newest first.
The record
58 days with a release
70 releases, newest first.
Each release leads with its summary, then lists every change it carried, filed as a feature, a fix, an AI change or a data change.
September 20265 releases · 100 changes
v0.9.59: Proxy and Foreign-Issuer Filings, a Movers Tape Without the Junk & Every Document Listed Once
- The Documents page adds proxy statements and foreign private issuers' annual and current reports under their own Proxies and Foreign filters, each listed under the company's main common-stock ticker
- The movers lists on the Markets Desk and the dashboard show one row per company, on its most-traded share class and a current quote, and leave out over-the-counter lines, preferreds, warrants, rights, units and stale quotes
- Each company document and call transcript appears once on the Documents page, however many tickers or web addresses carry it, and documents collected from another company's investor site are removed
- Dates hold in more places: freshness timestamps carry their UTC offset so sync ages stop shifting with your time zone, the market brief and short interest carry the date of their data, and older wire releases show their real acceptance time
- dataThe Documents page adds proxy statements and foreign private issuers' annual and current reports (20-F, 40-F and 6-K) under new Proxies and Foreign filters, each listed under the company's main common-stock ticker
- fixThe movers lists on the Markets Desk and the dashboard show one row per company, on its most-traded share class and a current quote, and leave out over-the-counter listings, preferreds, warrants, rights, units, quotes from an earlier session and moves measured from a placeholder previous close
- fixThe screener's default results, which already leave out funds, also leave out preferred series, warrants, rights, units and exchange-listed notes, using the exchanges' own listing directory
- fixThe Documents page lists each company document and call transcript once, however many of the company's tickers or web addresses carry it, and counts it as read when you have opened any copy
- dataDocuments and call transcripts collected from another company's investor site and filed under the wrong ticker are removed, and an investor site is now confirmed to belong to the company before anything is collected from it
- dataMore company-published documents reach stock pages and the Documents page, because the collector reads the labels companies actually use, slides filed under generic categories and French-language investor pages included
- fixStock pages for exchange-suffixed foreign tickers, such as Tokyo- or Toronto-listed shares, show the investor decks held for them
- fixA company's deck list no longer gains a duplicate when the company re-posts the same file at a new address, and the investor-deck webhook no longer fires for the re-post
- dataInsider trades, 8-Ks, XBRL financials and Form 144 filings reach companies whose tickers joined the SEC's ticker list after early August, because the list now refreshes daily instead of staying frozen
- dataThe earnings calls panel on the stock page lists a call only when the company's webcast platform stated its start time, instead of showing a time guessed from the call's date
- fixA call transcript a company posts on its own site is dated on the Documents page by the day the call took place, as its first page states, rather than the day the file was created
- dataFreshness timestamps carry their UTC offset, so sync ages stop shifting with your time zone (in New York, anything synced in the last four hours had read as just now), and source details and the Mimir timeline follow the same date rule as the freshness badge
- dataThe market brief is dated by when it was written, and short interest by its settlement date, instead of by the moment you opened the page
- dataPress releases on the EDGAR wire from before late August show their true acceptance time, where they had read four to five hours early
- dataThe forex page dates intraday prices correctly, where bars only minutes old had read four to five hours old
- featThe Convexity Score methodology page's live track record updates again, and opens with one summary row per model version and horizon, showing the average and range of results, each expanding to its individual measurements
- fixDuring a Convexity Score model pause, the paused-since date shows the night the pause began instead of moving forward every night, in the terminal, the API, the tool server and score webhooks
- fixThe source details that open from a freshness badge describe more sources, among them Deep Research reports, the macro desk, extended-hours quotes and investor decks, and describe the Convexity Score's current model instead of its retired first version
- fixThe tool server's Convexity Score tool describes what it returns: a forecast of sector-relative returns over 180 trading days for companies worth $25 billion or more, what a null result means, and that per-factor contributions are not included
- aiA data lookup that fails inside an answer is marked failed in the answer's trail and named in plain words
- fixGenerative Grid runs with many cells, and on-demand KPI extraction across several transcripts, finish instead of failing after about a minute
- fixRefreshing or bookmarking the Markets Desk reopens the terminal's desk instead of an old public markets page, and the retired public ticker pages, ticker embed and morning-brief RSS feed are withdrawn
- featThe Convexity mark is redrawn wider with an even stroke, and keeps its true proportions wherever it appears, from the terminal header and app icons to share cards, chart cards and emails
v0.9.58: Report an Issue From Any Page, a Checkout That Names Your Plan & Chart Marks You Choose
- A Report an issue control in the terminal footer files a whole report from any page, with screenshots captured for you, and shows where your recent reports stand
- After checkout, the welcome page names the plan you bought, charts what it changed and opens its pages without a reload, and billing lists the past invoices it had been reporting as none
- Price charts put earnings, analyst and dividend marks behind their own switches, analyst rating and price-target changes among them, and Chart Studio stacks two series on different scales instead of sharing an axis
- Company KPI extraction widens from the 150 largest companies by market value to the 2,000 largest, eight quarters deep, and account deletion asks for your email and leaves 30 days to change your mind
- featA Report an issue control in the terminal footer, on desktop, files a full report from any page, with up to four screenshots (the page is captured for you), what happened or what could be better, and the page and browser details, and shows the status of your recent reports
- featAfter checkout, the welcome page names the plan you bought, charts how each allowance changed, links the pages the plan opens, and unlocks them without a reload
- featThe sign-in page becomes a lock screen: the market-session clock, a short definition of convexity drawn as an illustrative curve, and a single sign-in card
- featDeleting your account asks you to type your account email, keeps the account recoverable through support for 30 days before it is erased, and disconnects linked brokerage and bank accounts right away
- featEarnings, analyst and dividend marks on the price chart are separate switches that start off, analyst rating and price-target changes are newly available, toggling a mark keeps your zoom, and changing timeframe no longer leaves a stale window return on screen
- featChart Studio draws two series on very different scales as two stacked panels instead of a dual-axis chart, joins points with straight lines, and no longer colours the first series amber by default
- featThe Vault's review grid offers four preset question sets (margins and growth, debt and leverage, unit economics and churn, capital spending and cash flow), and a finished grid copies as a Markdown table or downloads as a CSV, citations included
- featEvery section of the navigation rail has a name, Core and your Pins included, the names stay visible when the rail is collapsed, and the rail takes less width
- featThe Convexity mark is redrawn from a single vector in one flat amber, across the favicon, app icons, opening animation and share cards
- dataCompany KPI extraction widens from the 150 largest companies by market value to the 2,000 largest, reading each company's latest eight quarters, and guidance history extends from four quarters to eight
- dataInvestor-relations discovery and document sorting read Portuguese, Japanese and Chinese, so companies that publish in those languages can have their decks and reports collected
- dataDate-only data keeps its own calendar date for viewers west of UTC, where freshness badges, calendar day headers and dated lists had shown the day before
- dataThe Factor Grades board refreshes every weekday again, after it had stuck on early-September grades
- aiWhen an AI answer or a Deep Research run fails, you see a short plain message instead of the provider's error text
- aiAn analyst note keeps its existing section when a regenerated draft is held back by compliance checks, instead of replacing the analysis with a pending-review placeholder
- fixAdding a document to the Vault uploads the file, which had been sent as an empty request, and a rejected upload shows a one-line reason instead of crashing the page
- fixBilling lists your past invoices, which had been failing to load and reading as none, and says so when the history cannot be read
- fixDisconnecting a linked brokerage keeps the holdings you typed into its portfolio, and revoking a linked account's access outside Convexity disconnects it and removes what was synced through it instead of asking you to reconnect
- fixThe Squeeze Radar says when its fails-to-deliver feed is unavailable or out of date, instead of describing a quiet market
- fixData Coverage shows each pipeline's status, age and run of failures without printing the raw error text from its last run
- fixChart Studio bar charts of negative or mixed values get an axis that spans them, instead of one pinned at zero with the bars hanging below it
v0.9.57: Guidance Followed Call to Call, Earnings Calls at Their Hour & a Dashboard That Holds Your Watchlist
- Guidance becomes something you can follow: a screen of who guided what, a ledger that marks each call's guidance raised, cut, reiterated, narrowed or widened, and two new Change Radar lenses built on it
- Earnings calls show the start time the company set on its own webcast platform, and every company deck opens on a reader page of its own
- The dashboard holds your watchlist: the ticker tape stands still and ends in your own tickers, and book values can be blurred for a screen share
- The Documents page adds earnings releases, annual and interim reports, financial supplements and guidance updates from companies' own investor sites, and decks now come from ordinary investor pages as well as hosted feeds
- featThe Guidance Screen, a new Pro page, shows which companies guided a given line item and to what, beside the sentence each figure came from
- featThe Guidance Ledger, a new Pro page, follows a company's guidance for a line item from call to call, marks each step raised, cut, reiterated, narrowed or widened, and names the pairs it cannot compare instead of calling them unchanged
- featCompany State, a new Pro page, sets out what is known about one company section by section and names the reason for every gap
- featThe Peer Matrix, a new Pro page, compares up to 25 companies across up to 20 metrics and marks figures whose reporting periods do not line up
- featChange Radar adds two lenses: guidance revisions, and metrics a company started or stopped giving on its calls
- featThe stock page lists a company's earnings calls with the start time stated on its own webcast platform, in the company's time zone where the platform names one, with a link to the webcast
- featInvestor decks open on a reader page of their own that sets out each slide's text in order, numbered as in the original file, from the stock page or a document search result
- featThe Documents page adds five kinds of document from companies' own investor sites: earnings releases, annual reports, interim reports, financial supplements and guidance updates, each with its own filter
- featThe scrolling ticker tape becomes a still strip of index quotes followed by your own watchlist, and the dashboard gains a watchlist you can add to and remove from
- featA Hide book values setting blurs the dollar figures from a linked portfolio for screen sharing, and the dashboard's book chart fills its tile
- featThe navigation rail sets each label beside its icon on one line, keeps its labels on short windows, and collapses to icons from a header button or a keyboard shortcut
- dataDecks are collected from companies that post them on an ordinary investor web page, not only from those on a hosted investor-relations feed
- dataSemantic filing search covers every filing in its three-year window, including quarterly reports that had been stuck behind a backlog of 8-Ks
- dataDocument search indexes new press releases, filing exhibits and deck slides on time again, after its refresh had been timing out and falling behind
- fixA company's next earnings date no longer points at a day after the quarter was already reported, and a reported quarter that repeated on the following weekdays appears once
- fixNegative compact dollar figures put the minus sign before the dollar sign, in tables and on chart labels
v0.9.56: Seven Valuation Models, Automations That Wait for the Filing & Transcripts Past the Largest 500
- A Models lens values a company seven ways on its stock page and shows how far apart the answers land against the price, with a stated reason wherever a method cannot run
- Automations can wait for the document instead of the clock: a scheduled prompt runs when a watched company's transcript or quarterly filing arrives, or when a chosen type of document lands
- Earnings call transcripts reach past the 500 largest companies toward the 6,000 largest, and quarterly and annual reports are indexed across the same broad universe as 8-Ks
- The wire's reader keeps the filer's own layout, tables included, and a press release that was also filed with the SEC shows its full filed text instead of the wire service's summary
- featA Models lens on the stock page values the company seven ways (two discounted cash flow models, three multiples, excess returns and a dividend discount model), shows how far apart they land against the current price, and says why any method could not run
- featScheduled prompts can run when a watched company's earnings transcript or quarterly filing arrives, or when a chosen type of document lands, for a watchlist or a list of tickers, instead of only on a clock
- featThe EDGAR wire's reader shows a release in the filer's own layout, tables and alignment intact, with a switch back to plain text and find working in either
- featWhen a press release was also filed with the SEC, the press release reader shows the filed text instead of the wire service's summary, names which source is on screen, and links to the filing
- featDocument search adds a Filed releases filter over the full text of press releases companies filed with the SEC
- featData exports add five datasets: company KPIs with the sentence each figure was stated in, earnings-call and press-release listings, investor-deck slide text, and the EDGAR wire, each row carrying its as-of date and source
- aiEarnings call recaps draw on the analyst Q&A as well as the prepared remarks, so their bull and bear points no longer come only from the company's script
- aiWhen the assistant searches across earnings calls, a call stored under several share classes counts once, cited under the company's main or sponsored ADR ticker
- dataEarnings call transcripts are collected for companies beyond the 500 largest, up to the 6,000 largest by market value, wherever the transcript provider has calls
- dataQuarterly and annual reports are indexed for the same broad set of companies as 8-Ks rather than only the S&P 500, on the Documents page and in the SEC filings feed
- dataA call transcript a company files as an 8-K exhibit appears with its other calls for quarters the transcript provider does not carry
- dataPast earnings calls the provider had listed under a wrong date are collected, and quarters known to be missing are fetched first
- dataGuidance and operating metrics are read from a long call's analyst Q&A as well as its prepared remarks, instead of from only the opening of the call
- dataInvestor decks arrive from many more company investor sites, because the collector paces its requests and stops treating a temporary block as a dead site
- dataPress releases that announce an investor day stay on the wire instead of being filed as presentations
- fixThe cash-flow statement fills five lines that had been blank: investing and financing cash flow, dividends paid, stock issued, and net debt issuance
- fixThe SEC filings console lists Form 4 insider filings and 10-Q and 10-K reports beside 8-Ks, and Change Radar stops showing companies' court dockets and insider activity as absent
- fixThe 8-K radar shows each filing's item numbers and its breakdown by category, which had been empty, and the filings feed ranks an 8-K by its most serious item, so a change in control no longer sinks under the minimum-impact filter
- fixThe Fed Speak page shows the overall stance, the monthly trend and the speaker leaderboard, which had read Unknown and empty
- fixThe wire titles new releases by what the company announced, not by its letterhead, street address, contact block or press-release banner
- fixCompany KPIs keep figures in different units apart and rank each unit separately, and treat all of a company's share classes and preferred listings as one company
- fixThe Earnings War Room's guidance extraction works on long calls, which had come back as if the company gave no guidance
- fixMimir's company view shows its insider cluster-density line, counting sales as well as purchases, after a query error had kept it hidden
- fixPanel titles stop running into their readouts at narrow widths, and hovering a chokepoint's risk band explains that it is a standing structural assessment, not a live stress reading
- fixThe Atlas map's CCTV layer and an old broadcast sentiment card are removed, because neither was showing a live feed
v0.9.55: The EDGAR Wire, Decks Read Slide by Slide & Prompts You Can Save
- The EDGAR wire lists SEC filings by the second EDGAR accepted them, within minutes, with the full text of every press release a company furnished alongside, in a reader you can search and step through
- Company decks are read, not just linked: decks posted on investor sites open slide by slide on the stock page, and document search finds the slide that says what you searched for
- Prompts become objects: save one from the composer, reuse it with a slash, and point a schedule at it so an edit changes what runs next
- 8-K filings are titled by the item they actually report, so a terminated contract stops reading as a critical bankruptcy on the feed, the calendar and watchlist alerts
- featThe EDGAR wire, a new tab on the Filings Desk for Pro plans, lists SEC filings by the second EDGAR accepted them, within minutes, and opens the full text of any press release a company furnished with an 8-K or 6-K
- featThe wire refreshes itself while open, prints each release's own headline, shows the item codes each 8-K reports, and its reader adds find-in-text, previous and next, and a Listen button that reads a release aloud
- featDecks that companies post on their own investor sites appear in the stock page's Catalysts section and open in place, slide by slide
- featDocument search adds an IR decks filter that finds the slide matching your query and opens the deck at that slide
- featThe Documents page adds a Decks filter covering presentations filed with the SEC and those posted on company investor sites
- featA Universe coverage page, opened from the Documents page, shows for every symbol which document types we hold, measured against named universes by count and by market capitalization
- featPrompts can be saved from the assistant's composer and reused by typing a slash, and a saved prompt's placeholders must be filled before it can be sent
- featA scheduled prompt can run one of your saved prompts with its placeholder values set, and picks up any edit to it on its next run
- featWebhooks add filing events, sent when an SEC filing is accepted for a subscribed ticker and when the text of its press release is ready, and a deck event when a company posts a new presentation
- dataFull press-release text on the wire reaches back before its launch, recovered from earnings 8-K exhibits already on EDGAR
- dataDecks furnished with an 8-K are captured from any filer with a ticker, not only S&P 500 companies
- dataEarnings call transcripts name an analyst the source left unidentified when the operator had introduced them just before their question
- fix8-K filings are titled and rated by the item they actually report: a terminated contract no longer reads as a bankruptcy at critical severity, and items that showed only a number, such as cybersecurity incidents, carry their own label
- fixInvestor presentations that companies furnish to the SEC appear in the stock page's Catalysts section, where the panel had been built but never shown
- fixRelease headlines on the wire no longer begin with the SEC's exhibit label and file name
August 20267 releases · 138 changes
v0.9.54: Change Radar, Signal Foundry & a Rebuilt Earnings War Room
- Change Radar puts everything that changed at one company on one scored timeline (filings, insider and Form 144 activity, court dockets, analyst actions) and says which lenses cannot see that company rather than implying it was quiet
- Signal Foundry tests a rule only against what was public on each past date, beside a same-date control, then arms it to keep a live record apart from the backtest
- The Earnings War Room is rebuilt around the reporting cycle, leads with what the options market implies before a print, and stops showing an EPS surprise a hundred times too small
- Underneath: federal contract totals stop counting other companies' awards, option chains refresh across the whole tracked set again, split errors are repaired in price history, and short interest reaches the squeeze panel for the first time
- featChange Radar, a new Pro page, sets one company's 8-K and periodic filings, insider and Form 144 filings, court dockets and analyst rating changes on a single timeline, each scored for materiality and traced to its source, and marks every lens that does not cover that company
- featSignal Foundry, a new Pro Plus page, builds a rule from insider buying, estimate revisions and price moves, tests it only against what was public on each past date beside a same-date control, and arms it to keep a live record separate from the backtest
- featSignal Foundry rules can use federal contract awards, each dated to the day the award became public rather than the day it was signed
- featThe Earnings War Room is rebuilt around where a company stands in its reporting cycle: before a report it leads with what options imply against the stock's past earnings moves, after it the numbers against consensus and the call, and a section it cannot cover says so
- featResilience alerts you when a live disruption materially touches a supplier, site or lane in your operations book, in the notifications inbox, by browser push if you enabled it, and in an email digest if email notifications are on
- featThe thesis builder asks which catalyst a call rests on, and records the choice as it stood when the thesis went live
- featThe terminal paints sooner on first load: analytics code loads after the page appears, and the font stylesheet no longer holds up the first paint
- featDashboard sparklines load in parallel, and a price series loaded a moment ago is reused instead of fetched again
- dataThe tool server's filings search also reads 10-K and 10-Q filings and investor presentations, beside transcripts, 8-Ks and press releases
- dataMimir's event-impact analogs add the opening month of the 2026 Strait of Hormuz blockade and two US-China tariff steps from 2018 and 2019, so analog price-move ranges appear for more event and company pairs
- dataFederal contract totals count only awards made to the company or its mapped subsidiaries, and a search that was cut short says so instead of showing a confident zero
- dataEnd-of-day option chains update across every tracked name again, after the daily refresh had quietly narrowed to a short fallback list in mid-June
- dataDaily price history repairs stock splits the price source reports but does not apply, so affected stocks stop showing phantom crashes and false 52-week lows
- dataShort interest and days to cover from the twice-monthly short interest report reach the stock page's squeeze panel and the Alt Data Hub, after the feed had been requesting a retired file and never stored a row
- fixThe Valuation lens no longer shows the vendor's DCF value in a panel of its own beside the terminal's intrinsic value model, and the screener's DCF upside filter says whose model it uses
- fixEarnings and dividend markers on price charts load, after the requests behind them had pointed at endpoints that never existed
- fixThe margin stress test and portfolio snapshots count a margin loan that a linked brokerage reports inside the account, so a levered account no longer shows no margin in use
- fixChokepoints and ports the vessel feed cannot see, the Strait of Hormuz among them, read as not covered instead of as zero vessels on Atlas, the supply chain page and Mimir
- fixFilled buttons use dark text on bright accent fills so their labels meet the contrast floor, and coloured warning, error and active borders keep their colour instead of turning grey
- fixTerminal pages share one spacing scale and stop ending in a band of empty scroll
v0.9.53: A First Run That Starts Somewhere, Agents With an Off Switch & a Prediction Board That Moves
- A one-question chooser at first sign-in starts you on the page that does what you came for, and a paid plan picked on the pricing page survives sign-up to the upgrade page
- Standing work gets an off switch: the Agents page pauses and resumes alerts, scheduled prompts and living reports, and a Watch this panel on each company dossier starts one already aimed
- Your own history on a company opens its Research tab, newest first, from theses opened and closed to evidence attached, items saved and alerts set
- The prediction markets board is rebuilt around movement: 24-hour moves, seven-day lines, every traded market instead of the first page, and a plot of probability against time to resolution
- featA one-question chooser at first sign-in (research a company, monitor a watchlist, connect a portfolio or find an investment idea) starts you on the matching page and keeps the next step on the dashboard until you dismiss it
- featThe Agents page can pause and resume your alerts, scheduled AI prompts and living reports, which gives a living report's automatic regeneration an off switch for the first time
- featCompany dossiers carry a Watch this panel that opens the alert builder or the living-report builder already set to that company
- featThe stock page's Research tab opens with your own history on that company, newest first: theses opened, activated or closed, evidence attached, items saved and alerts set
- featSignals in the research feed and answers from the cited research copilot gain a Save button that keeps them on your account, and a button that copies their source link, and a saved signal appears in its company's history
- featThe prediction markets board shows each market's 24-hour move and seven-day line, plots every market by probability against time to resolution, and adds rails for the biggest movers and the soonest resolutions
- aiMarket indices and exchange-traded funds no longer receive an AI analyst note written as if they were companies, bull and bear case included
- dataThe prediction markets board carries every traded market rather than the first page from each venue, shows a multi-strike event once at its busiest strike, and filters out more sports fixtures
- dataHeadlines that reach us a day or more after their stated publication time get their summary, sentiment and why-it-matters note instead of being skipped
- fixChoosing a paid plan on the pricing page carries through sign-up, single sign-on included, to the upgrade page with that plan and billing period selected, instead of ending on the dashboard
- fixSigning out, or signing in as someone else in the same browser, clears the previous account's cached data, so its settings, watchlists and alerts no longer carry into the next session
- fixAnalyst notes stop carrying error placeholders where the analysis belongs: the refresh cycle reaches every covered note, stuck sections first, instead of revisiting the same few names
- fixThe research signal feed ranks names on your watchlist higher, as intended, now that it reads the watchlist saved to your account
- fixScreener queries return faster, and sorting by Sector or EPS revisions sorts the whole screen rather than only the rows already loaded
- fixAlert rows on the Agents page read fired or never fired, and the thesis monitor's last run is the time it last checked rather than your last edit
- fixThe workflows page drops an automations panel that was always empty, and Run agent and Open links that led nowhere come off it and the thesis builder
- fixThe evidence button says Added only after the save lands, and Not added when it fails
- fixThe Atlas map's right-hand instrument dock sizes each panel to its contents and scrolls, instead of squeezing every panel to one height
v0.9.52: Free Sign-Up, an Assistant That Shows Its Work & Saved Screens on Your Account
- The free tier opens: signing up creates a free account and signs you straight in, where every sign-up button on the site used to lead to a waitlist
- The assistant shows its work while it works: each lookup appears live, every answer can be copied, retried or taken deeper, and the composer completes tickers and answer types as you type
- Saved screens move from the browser to your account, and thesis coverage starts from the book you already hold, largest uncovered position first, with a review cadence you can count
- Fundamentals that had quietly stopped updating for about a month (enterprise value, ratios, analyst targets, growth estimates, ESG scores) refresh nightly again
- featSigning up creates a free account and signs you straight in, instead of adding you to a waitlist
- featSaved screens live on your account, so a screen saved on one device opens on another, and screens saved in a browser before are carried over the first time the screener loads there
- featThe thesis builder opens with a coverage queue drawn from your portfolio: holdings without a thesis, largest first, with weight, cost basis and any scheduled catalyst already filled in
- featTheses gain a Mark reviewed action, and a coverage panel counts how many of your live theses you reviewed in the last seven days, stalest first
- featThe Mimir overview charts, week by week, how many live relationships the graph holds and how many companies it reaches
- featThe terminal's top bar is taller, with the logo, page title, search and buttons scaled to match
- aiThe assistant shows each lookup live while it works, and every answer gains copy, retry and go-deeper actions
- aiIn the assistant's composer, @ completes a ticker, a slash on a new conversation picks the kind of answer, and selected answer text offers explain, source, compare and copy
- dataEnterprise value, balance-sheet ratios, analyst price targets and recommendations, forward growth estimates and ESG scores update nightly again, after about a month in which they had silently kept their July values
- dataFund-holding links in the Mimir graph say whether the fund's weight in the company rose or fell since our previous weekly reading, and quote both weights
- fixThe earnings calendar and the dashboard's earnings card show each company once per day, under its primary listing, instead of repeating it under over-the-counter, foreign and warrant lines
- fixDeleting an account for good deletes the screener share links it created, so they stop opening for anyone holding them
- fixThe public status page reports a lagging data feed as degraded data sync in its own row, instead of announcing a service disruption with the API marked down
- fixThe hiring page says labor demand is not yet measured when it covers no employers, instead of calling it expanding, and the Fed speak stance scale reads -100 to +100 instead of raw markup
- fixOn a phone, the crypto coin page stacks into one column, the options backtest tool's settings and Run button stop collapsing to nothing, and the Fed watch rate path fits its card
- fixDesk pages including COT futures, manufacturing, top movers, the status monitor, the quote console and the end-of-day brief fit narrower screens instead of scrolling sideways
- fixLong company names in the filings desk's top-filers table end in an ellipsis instead of running over the next columns
v0.9.51: 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
- featEvery chart primitive answers a pointer with the value under it, replacing three hand-written crosshairs
- dataSupply-chain metrics land for the ticker page and the entity dossier, which had both been calling for them
- featThe Congress portfolios page carries a recent-disclosure rail: ticker, side, member, the midpoint of the filed band, and that row's own filing lag
- featThe factor bench and the composite leaderboard say which companies they are scoring
- featThe entity rail sorts and pages, and states when each group last moved
- featThe public tool server caches successful reads and classifies every tool by whose data its payload carries
- aiThe assistant knows which company page you are on, and which names you have been looking at
- fixThe amber left rail comes off rows, cards and panels product-wide
- fixOne content column against the bezel, and an empty tape stops holding the room
- fixA click that changes the address bar changes the page, which a router upgrade had quietly broken
- fixThe screener's day-change column shows the true one-day move rather than a five-session return
- fixThe options flow desk filters and sorts the whole tape instead of the top twenty-four prints, and its map scales to its own data
- fixThe after-hours desk shows the baseline its percentages were measured against
- fixCompany names lose the vendor's security-class description on every surface that shows them
- fixThe screener's valuation plane reads after the rows it summarizes, and the per-page sector bars go
- fixThe home rotation map answers a hover, the signal feed keeps up with the floor, and movers carry company names
- fixMorning-brief cards get their logos back and learn the company name
- fixThe command palette's default row is the best match, not a fixed offer
- dataA vendor quote outage can no longer blank a market cap or log the run as a success
- fixAlert webhook delivery stops asking for an opt-in that nothing could record
- dataA 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
- dataThe 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
- fixThe earnings calendar stops calling an unstated session a morning report, and stops measuring a post-print move over the wrong session
- fixThe export tool authenticates, so its buttons return files rather than an error the portfolio page then choked on
- fixTwo pages that rendered nothing but an error card at every width render again
v0.9.50: 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
- dataEarnings call history reaches ten years, filled a slice at a time so the deeper corpus does not crowd out the other feeds
- featThe transcript panel reports what the provider holds, not just what we have stored
- dataEvery fiscal period links to the filing that reported it, and says so plainly when no filing resolves
- dataOperational KPIs extracted from earnings calls into a quotable per-quarter series, on the company Financials lens and a KPI workbench
- featA 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
- dataEarnings beats and misses go as deep as the record goes, in nominal and percent terms
- featCSV and Excel export on the statements and screener tables, exporting the table as rendered rather than the raw payload
- featA reverse discounted-cash-flow panel solves for the growth today's price implies, beside what the company has actually done
- featReport a number that looks wrong from the surface you found it on, with the value you saw frozen alongside the report
- featDeep Research reports download as a self-contained document with real charts, a source ledger, and bracket references that resolve into a cited-sources appendix
- featAn 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
- featThe statements table takes a period window, so you can bound how far back it reads
- featThe Vault accepts the same Office formats the on-ramp does, so anything it can read it can store and search
- featManual assets you already keep are readable from the terminal, not only the companion app
- featThe public tool server gets a front door: sign in with your account instead of minting an API key by hand
- aiThe assistant reads the financial statements it already stores
- aiThe model lineup settles on the current frontier models, and tier copy names the family rather than a build that was dropped
- fixA page header and its statements table can no longer disagree about the same figure
- fixRevenue segmentation keeps ten periods, and stops collapsing two breakdowns of one company into each other
- fixMargins compute against the revenue they belong to
- fixAn assistant answer is no longer discarded after it has streamed
- fixA provider credit lapse announces itself instead of degrading in silence, and a dead vessel feed says so on every surface that reads it
- fixA backfill triggered by a page view can no longer stand in for the weekly sweep in a freshness reading
v0.9.49: 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
- aiThe assistant can write and run its own analysis in a sandbox, deriving numbers the backend never precomputed
- featThe document on-ramp parses Word, PowerPoint and Excel files alongside PDF and CSV
- featChart Studio publication styling: annotation styles, axis chrome, a legend and a one-click IPO line
- featChart Studio keeps drafts and takes point callouts, and its AI generation writes charts in the same styling with a refine loop
- featAn Agents roster gathers your scheduled runs, alerts, studio reports and theses onto one screen
- featA cross-fund performance leaderboard on the 13F board, ranking tracked funds by their reported track record
- featAn estimate-revision leaders board on the analyst-actions cockpit, up- and down-leaders on one diverging axis
- featPress releases open in an in-app reader instead of a vendor tab
- featAn in-app support messenger, with identity verification, swept on account erasure like the rest of your data
- featA sign-in and activation design pass, in the terminal's own language
- dataThe active-fire disruption layer gains an operator backfill and rolls up a trailing window instead of the current hour
- dataCross-asset momentum ETFs join the stored bar universe, so momentum reads from the record rather than a live scan
- fixMarket movers rank over the real universe instead of twenty-five hardcoded megacaps
- fixRelative strength computes from stored bars, so the scanner stops making a hundred live calls per run
- fixSector rotation reads the canonical service rather than re-scanning on every page load
- fixReturning users stop being ejected to the sign-in screen
- fixFour market panels move onto the shared query layer, so one screen fetches a quote once
- fixTicker pages stop failing under crawl load, and duplicate public URLs collapse to one
- fixTicker pages stop publishing verdicts about named securities
- fixThe public privacy and security pages name every subprocessor, including the analytics and support vendors added this cycle
v0.9.48: 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
- featAlerts deliver into Slack and Discord channels, formatted for each and scoped to their owner
- featOne document feed for everything the names on a watchlist publish
- featVault on the terminal: search your own documents, then run a review grid that answers a column of questions across every document at once
- featEarnings call transcripts reach twelve quarters back, with search bounded to match
- dataThe exposure graph gains organization and person nodes: officers, auditors from audit-engagement filings, fund domiciles, portfolio tilts, and disclosed sale intents
- dataFederal-customer dependence read from what companies actually filed, rather than inferred
- dataMaterial corporate events now reach every company they touch through the graph, not only the company that filed them
- featAlert evaluation keeps a run ledger, so you can see when a rule last ran and what it saw
- aiAssistant answers about the company graph quote the measured records behind them
- aiReasoning depth is tuned per model and per tier, so the heavier thinking goes where it changes the answer
- aiCompany notes cite canonical earnings surprises, label multiples by fiscal year, and hedge claims taken from company press releases
- fixInstitutional position weights read one filed book instead of sixty copies of it, correcting inflated percent-of-portfolio figures
- fixGraph 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
- fixA resolved event or anomaly that recurs now reopens instead of failing the scan
- fixDocument retrieval stops scanning the whole corpus on every query, cutting latency on filings and earnings-release search
July 20267 releases · 77 changes
v0.9.47: 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
- featComparables peer panel names real nearest neighbors across an eleven-dimension space, with historical analogs and validated outcome statistics
- featComparables discloses its match quality and admits when a profile has no true comps
- dataAuthoritative earnings actuals lifted from the 8-K earnings release
- featThe whisper scanner moves inside the redesigned earnings page, and the calendar retires tentative dates it has walked past
- featA walkable company hub in the exposure graph: reverse lookup, in-canvas peer expansion, draggable cards, and a what-changed read
- featEvery company shows its graph neighborhood for free, not just its ledger
- dataThe graph records knowledge time, so any view can be replayed as of a past date
- dataOwnership and trading edges carry a sign, a disclosure lag, and a position weight, and each names the feed behind it
- dataAll six alt-data surfaces read persisted tables instead of an unreliable upstream
- dataCompany identifiers resolve through to legal-entity identifiers, closing the crosswalk
- featMarket news serves from the archive, with only the filters it can honestly support
- featWarmer neutrals, one shared dense table, and a range rail on the index tiles
- fixShare classes of one company collapse into a single row across markets, deals, and comparables
- fixThe Quant Composite had silently written zeros since May and records real predictions again
- fixThe composite that ranks institutional conviction had stopped computing and runs again
- fixScoped semantic search stopped returning zero rows
- fixDashboards open the board you clicked, and the fear panel stops asserting what the data does not say
v0.9.46: 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
- featScreener redesign: plain-English criteria wired into the filter rail, a hero scatter, a range rail, and a command surface
- featThe Earnings lens rebuilt as Next, Last, and History, composed server-side so the panels agree
- featSourced Convexity Score provenance with a why-this-score popover
- featSector-relative A+ to F factor grades
- dataThe 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
- dataA coverage index per company, and a second hop from company to filer to company
- featThe graph canvas is navigable, filterable by the ontology's own vocabulary, and leaves a trail back
- dataOne document corpus now backs search, the assistant, and the timeline, with whole-document matching across earnings calls
- dataThe public tool server exposes thirty-six read tools
- featDiscounted cash-flow foundations: history, provenance, drift, and lineage, with the vendor figure gated on every read path
- featInterest-rate swap pricing off the Treasury curve, and bonds priced from semiannual bond-equivalent zeros
- featOption Greeks and implied volatility move onto a dedicated pricing engine
- featA statements chart on the company page that follows your selection, with a price overlay
- dataDividends report real projected ex-dates and a frequency derived from actual payment counts
- fixFrosted glass is gone from the terminal, and dim meta text is lifted to the contrast floor
- fixExact-match search returned nothing in production and returns results again
- fixFive data sources read as failed on a normal schedule, and freshness now reports real upstream time rather than request time
- fixThe tax-harvest surface drops an unsourced savings figure and shows realized losses only
- fixCompany pages stop paying for two redundant requests, and peer fundamentals fetch in one batch
v0.9.45: 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
- featThesis 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
- featEarnings 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
- dataThe 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
- aiAssistant tools query the exposure graph directly, with a nightly digest of its biggest shifts
- featGamma-squeeze radar and options-flow leaderboards rank the options tape by dealer-gamma pressure and net premium
- featDividend Intelligence grades score safety, growth, yield versus history, and consistency for any dividend payer
- featA new operational-resilience desk maps live disruption to the companies exposed to it
- featForeign-exchange desk with spot majors, a full pair universe, and price history
- dataA live U.S. Treasury yield curve
- dataDaily consolidated short volume from FINRA on the squeeze radar
- featThe home dashboard is redesigned for clearer hierarchy, calmer color, and less signal noise
- fixThe terminal is now fully responsive on phones
- featCompany pages resolve their deep links, with redesigned empty and error states across the app
- fixConnected-account cash balances now display correctly in your portfolio
- fixThe Convexity Score shows broader factor coverage, and an unavailable factor now reads as a dash rather than a zero
v0.9.44: 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
- featEntity Dossier: one canonical page per company with nine sourced sections, reachable from exposure rows and from every stock page
- featFilings 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
- featWhy-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
- featA personalized, book-aware home surfaces which live situations touch the names you hold or watch, with dollar exposure for Pro members
- featStructured research theses: capture your cases, catalysts, risks, valuation, and invalidation triggers, saved to your account and monitored as the world moves
- aiScheduled AI runs: set a prompt to run on its own and have the answer delivered to your notifications inbox
- featA real-time Market News feed that updates live
- dataSemantic document search: press releases are now searchable by meaning, with a hybrid ranking that blends keyword and semantic matches
v0.9.43: 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
- featAtlas Situations: correlated cross-domain anomalies cluster into one tabular situation, with an evidence trail and an activation chain
- featMimir why-path traces the shortest receipted route between any two entities, with as-of replay
- featUser-authored Mimir boards: pin the entities you follow and see live connectivity between them
- featCompany aperture: a company-first view of ownership, actor flows, and dependencies
- featImpact scenarios put revenue-at-risk bands and an analog price-move distribution on a disruption (Pro Plus)
- featChart 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
- featPrivate Capital desk: Reg D and Reg CF offerings, capital-by-sector rollups, and window-wide fundraising totals
- featPeers unifies a fundamentals matrix and a co-movement lens on one synced anchor, with freshness drawn from the data
- featPortfolio adds an issuer-level exposure rollup that sees through your ETFs to the underlying names
v0.9.42: 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
- featSituation Room reborn as an immersive 3D globe with fly-to navigation and depth
- featLive geo-briefing and an ops basemap layered over the global map
- dataAn ontology links world events to the companies and mechanisms they affect
- featA prediction-markets desk
- featDashboard merges the sector-rotation map with four-week returns into one card
v0.9.41: 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
- featReal market signals flow into the notifications inbox for the names you watch
- featA keyboard command palette drives the dense terminal tables in place
- featDeep research shows an editable plan preview before it spends
- aiAsk and Mandate survive an AI-provider outage via cross-vendor fallback
June 20268 releases · 71 changes
v0.9.40: 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
- featPortfolio cockpit adds a benchmark overlay, asset-class allocation, and a P&L toggle
- featEconomic Calendar page in Macro, populated from the Fed's forward release schedule
- aiPer-claim source popovers on inline citations
- aiInline ticker cards and a per-answer disclaimer in assistant answers
- featScreener: compose your own result columns with inline definitions, plus a plain-English save summary and a starter gallery
- featOptions: a thesis-first strategy gallery that deep-links into the spread builder and optimizer
- featDashboard masthead shows an account-aware glance at your book
- featThe terminal moves onto its redesigned pages at cleaner, canonical routes
v0.9.39: 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
- featEarnings-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
- featTerminal Lux visual refresh across data tables and panels
- featRedesigned sidebar menu with clearer grouping and short descriptions
- featTrust-this-device option to skip two-factor on a recognized device, plus a display name on your profile
- featRefreshed sign-in with passkey-forward login, password reveal, and a strength meter
- featA consistent Refresh control across data panels, with live-quote freshness on Top Movers
v0.9.38: 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
- featPortfolio Overview rebuilt on a unified book of record, leading with value, day P&L, unrealized gain, and concentration
- featOverview analytics row: blended fundamentals, performance attribution, liquidity and concentration, and dividend income
- featTop Movers now reads the full market and lets you focus by sector
- dataSupply-chain map adds customer relationships drawn from suppliers' own filings
- featFedWatch macro pages redesigned, with a distinct view for debt, auctions, trade, and entitlements
- fixThe Energy & Weather desk and the global Situation Room load reliably, with honest freshness
v0.9.37: 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
- featDisclosure-risk verdict for a stock, with evidence shown on every axis
- featVerdict history timeline, a watchlist feed, a free preview, and a shareable public receipt
- aiAsk the assistant for a disclosure-risk verdict on any covered company
- featRed-flag score computed over filing text
- featMachine-extracted earnings-guidance tables with CSV and Excel export
- aiClick any cited figure to open the exact source passage
- aiAssistant answers default to tables, with one-click copy to Excel or CSV
- featInsider and politician trade feeds compile into clear filing cards labeled NEW, ADD, or TRIM
- dataReconstructed live portfolios for politicians, with backdated return sparklines
- fixSector and heatmap freshness now reflect live quotes, with a real refresh button
v0.9.36: 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
- featVolatility Lab with IV rank, skew, term structure, and volatility-risk premium
- featMarket-wide Greeks scanner for gamma, theta, vega, and lotto plays
- featEarnings IV-crush model showing the pre-earnings ramp and the post-earnings crush
- featStrategy optimizer ranks options structures from a plain-language thesis
- featOptions backtester prices at real end-of-day implied volatility
- featProgrammatic API access, including an MCP server so AI assistants can use Convexity tools
- feat'Connect via MCP' panel on the API-keys page
- featGraph-anything multi-series charting surface
- aiGenerative Grid: a tickers-by-questions AI matrix (Pro Plus)
- featIPO and SPAC pipeline with a lock-up-expiry and index-rebalance calendar
- featUniversal broker-statement import (OFX, QFX, and CSV column mapping)
- dataFull-text 10-K and 10-Q corpus with extracted financial tables
- featMimir causal-graph view connecting events to mechanisms to affected companies
v0.9.35: 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
- featStock detail adds a Statistics tab and a forward-estimate forecast panel
- featETF and fund look-through X-ray on the portfolio Risk tab
- featBranded share cards with public permalinks
- featShareable, read-only saved screener views
- featPer-ticker monthly seasonality page
- dataPerformance leaderboards for politician and insider traders
- featAnnual billing option in the in-app upgrade flow
- aiDeeper, better-cited research reports with stronger grounding
- featA refreshed marketing site
v0.9.34: 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
- dataNew alternative-data feeds for lobbying, retail and Reddit chatter, search trends, and jet tracking
- featUnified notifications inbox with web push, options-flow alerts, and thesis alerts
- featSelf-service password reset via an emailed one-time code
- featRedesigned account and settings page, with billing and usage embedded
- featStock-detail financials panel revitalized for readability
- featInvite flow that provisions your account when you come off the waitlist
- featLive corporate-jet tracker promoted into the sidebar
v0.9.33: 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
- featClick-to-audit provenance: a data-time badge, an AI 'as of' note, and a per-value source trail
- featBusiness Owner Mode: an owner-earnings view on stock detail
- featRevenue-segment explorer with mix over time and per-segment year-over-year
- featCustom dashboards, common-size statements, and custom metrics
- featStock detail adds a Catalysts tab and a 52-week range bar on the price card
- featClickable sector-rotation bubbles that open per-sector detail pages
- featBlurred-preview tier gates across premium pages
- featUnlimited price history for paid plans
- featFaster command palette with fuzzy and keyword search
- dataSatellite exposure layers and broader coverage across FRED, 8-K, 13F, and dark-pool data
- featMimir adds real transmission-mechanism deltas
May 202622 releases · 126 changes
v0.9.32: 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
- featDeveloper API: self-serve key management, a usage dashboard, and public API documentation
- featPro Research credit packs, purchasable as one-time top-ups
- featEarnings War Room: a focused, per-ticker view for earnings events
- featMorning Brief now available as a standalone subscription
- featSmart Money rollup summarizing institutional flow per ticker
- aiNatural-language screening turns a plain-English prompt into screener criteria, with evidence citations on assistant answers
- featNew screener filters, including recent insider buying, implied-volatility change, and earnings whisper
- featLive price updates on 1D and 5D charts throughout the session
- fixSecurity and account-safety hardening across authentication, sessions, and data handling
- fixDashboard fixes: corrected index tiles, a steadier "what's coming" widget, and more resilient rendering across pages
- featMarketing refresh across several pages to match the in-app look
v0.9.31: 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
- featOptions Lab hub with volatility context, workflow shortcuts, and a payoff backdrop
- featSidebar refresh promoted to default, with user-pinnable shortcuts (up to five)
- featPer-sector detail pages
- featAnalyst actions: search filter and price targets on rating changes
- fixSign-in screen now paints immediately for signed-out visitors
- fixDashboard padding is responsive on wide screens
- featMarketing: mobile-responsive overhaul plus refreshed exposure and evolution pages
- fixCrisper favicon and refreshed logo
v0.9.30: 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
- featFactor exposure: multi-factor regression on a portfolio
- featTax-lot accounting (FIFO / LIFO / average cost) with wash-sale detection
- featPortfolio optimizer: mean-variance and risk-parity allocations plus a rebalancer
- featDeeper backtesting: walk-forward, Monte Carlo, and parameter sweeps
- featFull-text search across earnings transcripts and filings
- featOptions: implied earnings-move estimate
- featInsider coverage adds pre-sale notices and trading-plan detection
- featUnified events calendar: earnings, IPOs, M&A, and key filings in one view
- featExposure intelligence at /exposure with live satellite and vessel layers and curated disruption regions
- featInteractive product tour at /demo
- dataBroader, more reliable fundamentals coverage
- featSite-wide marketing refresh across product, security, and audience pages
v0.9.29: 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
- featPlatform reliability upgrade across the data layer
- featExposure map: live satellite and vessel layers
- featExposure intelligence interface ships at /exposure
- fixDesign cleanup across the dashboard header, index tiles, and tablet layout
v0.9.28: 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
- featConvexity Score v2 with a sharper, less-noisy signal
- featStock charts: intraday data plus ~20 years of daily history
- fixIntraday chart windows count trading sessions, so there are no more weekend or holiday gaps
- dataBroader earnings-calendar, stock-split, and Congressional-trade coverage
- featStock detail: more readable financials table with a key-ratios strip
- featMarket heatmap visual enhancements and stress-hub integration
- featDashboard polish: cleaner empty and status states across tiles
- fixSector-rotation quadrants and axis labels corrected
- fixTicker tape edge-fade and interaction fixes
- fixM&A radar collapses share-class clusters into a single row
v0.9.27: 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
- featDashboard reorganized around four trader moments
- featCollapsible navigation groups and clearer icons
- aiMorning Brief panel leads with an AI-written summary
- featIndex tiles gain sparklines and a tighter layout
- aiAI assistant can search and cite material-event filings
- featM&A radar with a dashboard widget and per-ticker view
- dataActivist-filing details enriched with filer and ownership data
- dataEarnings-transcript coverage widened to the top 500 companies
- fixSentiment and geopolitical-stress panels keep their last-good data between refreshes
v0.9.26: 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
- featStock detail: valuation and ESG panel, earnings-transcript viewer, revenue segmentation, and growth panels
- featIndex-membership badge and a recent index-changes widget
- featScreener filters for ESG, valuation, forward PEG, and analyst targets, plus an index-membership universe toggle
- dataNew fundamentals: PEG, analyst targets and grades, intrinsic value, ESG, historical ratios, growth rates, and EPS-surprise history
- dataRevenue segmentation by product and geography
- dataIPO calendar and index-constituent history
- dataActivist (13D / 13G) filings index
- aiAI assistant can retrieve and cite earnings transcripts
v0.9.25: Market-Data Reliability
- A market-data backbone consolidation for more consistent quotes, company info, and streaming
- Expanded fundamentals coverage
- dataConsolidated market-data sourcing for quotes, company info, logos, and streaming
- dataExpanded fundamentals coverage
- fixMore resilient rate limiting and automatic recovery on data-feed hiccups
v0.9.24: 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
- featDashboard v2 ships as the default dashboard
- featLive signal feed with data-freshness badges on every panel
- fixIn-app navigation without full-page reloads
- fixPanel heights match within a row, removing empty gaps
- fixCorrected sector-rotation labels
v0.9.23: 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
- featPublic API: reference, key-stats, events, related-companies, and history endpoints
- featPublic API: screener endpoint
- dataInstitutional-holders data backed by real 13F filings
- featAdmin waitlist management
- featConviction Score v2 three-factor blend
v0.9.22: 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
- featStock pages assemble fundamentals and history from local data for much faster loads
- featEarnings detail: 40+ quarters of history and real revenue-surprise figures
- featEarnings-detail panel opens almost instantly
- featLonger history for intrinsic-value analysis
- fixUnknown tickers return quickly with an 'add to coverage' pointer
- fixMore resilient earnings and chart rendering
v0.9.21: Revenue-Growth Coverage Fix
- Revenue-growth figures now populate for roughly 1,500 companies that previously showed none
- fixCorrected a data-mapping issue so revenue-growth coverage jumps from a handful of companies to most of the universe
v0.9.20: 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
- featFundamentals derive from filings data, covering nearly the full universe with much faster refreshes
- featFinancials tab populates for almost every covered company
- featPeer comparison resolves sector and size for far more companies
- fixMarket cap fills for companies that were previously missing it
v0.9.19: 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
- featCoverage universe expanded to the Russell 3000
- featNewly added stocks populate immediately across the core data sources
- fixFiltered out delisted tickers to keep nightly syncs fast and reliable
v0.9.18: Settings Polish
- Settings section-header icons are clearer and easier to read
- fixHigher-contrast section-header icons in Settings
v0.9.17: 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
- aiAI assistant can pull and summarize your daily Morning Brief on request
- fixMarket-heatmap industry labels no longer truncate mid-word, with the full name on hover
- fixBetter dark-mode contrast on the Settings page
- fixConsistent loader and faster load across sign-in, sign-up, and waitlist
- fixMorning Brief freshness now reflects all of its sources
v0.9.16: 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
- featEight new fundamentals columns in the screener
- featUsage page shows real counts for AI messages, watchlists, and alerts against plan limits
- fixMore reliable insider-data sync
- featImproved platform reliability under load
v0.9.15: 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
- featDashboard top-strip polish: tidy metric cards, a compact volatility gauge, and a combined sector-rotation table
- featA single earnings widget with All / Upcoming / Reported filters
- featUnified portfolio page with five tabs
- featReorganized research navigation
- featEnergy & Weather: real petroleum and natural-gas storage plus regional temperature data
- fixVarious rendering and contrast fixes
v0.9.14: 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
- featLive-refreshing crypto pages with a Live indicator
- featFuzzy ticker search by name or symbol, tolerant of typos
- fixPrice chart renders on first load
- fixCybersecurity page shows an empty state with retry instead of a blank screen
v0.9.13: 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
- fixCredit-spreads monitor shows its interpretation text again
- fixMarket-regime confidence no longer claims absolute certainty
- fixInsider feed surfaces large trades that were previously clipped
- fix13F holdings that previously showed no company now resolve correctly
- fixMore reliable geopolitical and pairs-trading panels
v0.9.12: 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
- fixGovernment Contracts returns full results with corrected filtering
- fixCRE bank exposure expanded with real bank names
- fixBroader insider and squeeze coverage
- fixDividend yield no longer displays an inflated value
- fixPatent links route to the correct granted or pending record
- fixConsistent page headers across more pages
v0.9.11: 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
- featConsistent header across more pages
- featFuller KPI rail on stock detail
- featEarnings calendar as a responsive card grid with company logos
- featTidier AI assistant layout
- fixMore resilient macro and FRED pages
April 202621 releases · 110 changes
v0.9.10: 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
- featAI assistant consolidated into a single persistent, page-aware sidebar
- featRedesigned sign-in with a split-pane layout and dashboard preview
- featBilling groundwork
- featNew platform-pillars section on the marketing homepage
v0.9.9: 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
- featRedesigned marketing homepage
- featNew /brand page explaining the Convexity mark
- fixWhale Watch corrects inflated 13F holding values and de-duplicates funds
- fixDashboard market heatmap rebuilt as a sector / industry / ticker treemap
- fixPricing page layout and contrast pass
- fixPoliticians page ranks most-traded stocks by dollar value
v0.9.8: 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
- dataNew supply-chain ingestion pipeline with provenance on every row
- featConsolidated marketing copy as a single source of truth
- featGated demo preview with an AI chat showcase
- fixMarketing layout fixes
v0.9.7: 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
- featWorkflows hub with saved research and personalization
- dataLayered data enrichment for broader coverage
- featHeadlines section on the stock-detail overview
- fixMore accurate sector classification across financials
- featHeatmap with share-class de-duplication
- fixMarketing tier limits and claims aligned with reality
v0.9.6: 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
- featSectors & Intelligence page: rotation, breadth, and dispersion
- featExpanded stock detail with stories, developments, key issues, and a movers/peers/watchlist sidebar
- featMarketing homepage v2 live
- featFreshness badge shows when data was last checked
- featDashboard market-heatmap panel
- featRicher insider-flow interactions
- featMorning Brief leads with recent headlines
v0.9.5: 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
- featRedesigned terminal shell as the default across the app
- featExpanded Tweaks menu: compact numbers, signal severity, and AI-model selection
- featNew Convexity mark and AI drawer
- featFull-fidelity stock-detail rebuild
- featInsider Flow overhaul with full S&P 500 coverage and per-row filing links
- featPeer comparison with a nightly refresh
- featNew dashboard panels and an expanded signal feed
- featReal-time market-data updates on top of the existing API
- fixMobile and tablet sidebar improvements
v0.9.4: 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
- dataWeekly retention cleanup keeps append-only data bounded
- featPortfolio flags brokerage connections older than 24 hours
- featA single data-freshness badge replaces older variants
- dataConsolidated patent data onto a single source
- featSimplified to a single brokerage integration
v0.9.3: 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
- aiAI assistant renamed to 'Brief'
- aiBrief knows your linked brokerage tickers and can answer 'what do I own?'
- featBrokerage holdings flow into correlation, stress test, and VaR automatically
- featOne-tap brokerage refresh and per-tab sync indicators
- featHoldings grouped by account on the dashboard
- dataA single canonical insider data source across every surface
v0.9.2: 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
- dataInsider coverage expanded to the full S&P 500 with a heatmap widget
- featAlerts with email delivery and one-click unsubscribe
- featCSV export from the screener and watchlists
- featCorrelated-stocks card on stock detail
- featCurated alt-data preset chips in the screener
- featAggregate brokerage holdings across all linked institutions
- dataBroader 10-Q / 10-K and 8-K coverage across the S&P 500
- featSemantic search over SEC filings
v0.9.1: 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
- aiAI assistant shows a 'Reading · <page>' context chip
- aiPrompts and placeholders adapt to the current page and ticker
- featFreshness badges across more data surfaces
- featPricing page flags upcoming features honestly
v0.9.0: 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
- featServer-side preferences: theme, sidebar, and layout sync across devices
- featProduction error tracking and structured logging
- featFaster initial load through code splitting
- featDeep health check covering core systems
- featPublic ticker pages with AI synthesis and insider trades
- featPublic markets dashboard and stock screener
- featEmbeddable ticker widget
- featMorning Brief RSS feed
- featChangelog page with full release history
- featStronger password hashing with automatic upgrade on sign-in
- aiAI insights across stock detail, research, macro, insider, and filings
- dataReal data from 20+ government and public sources (SEC EDGAR, FRED, ClinicalTrials.gov, USPTO, and more)
v0.8.0: 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
- featPublic screener with curated rankings and a fast cold start
- featEmbeddable ticker widget
- featPublic quotes, indices, and movers API
- featMorning Brief RSS feed and first SEO surface
- dataFinancial-statement data with hardened parsing
- dataComputed technical indicators (RSI, MACD, moving averages, ATR)
- aiLiving Analyst Notes, our flagship AI research feature
v0.7.0: 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
- featHomepage redesigned around a live insider-flow timeline
- featLive insider-flow embed from real SEC data
- featPublic ticker pages with AI synthesis
- featPublic markets dashboard
- featProduct-page overhaul with a comparison table
- fixDashboard polish and dark-mode contrast
v0.6.0: 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
- featAI assistant API with persistent history
- featZero-downtime deploys gated by health checks
- featStaging environment with safety rails and backups
- featStatus page and health endpoints
- featLive ticker bar across marketing pages
- featContact page, password reset, and forgot-password flow
- fixMobile shell and dark-mode polish
v0.5.0: 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
- featConvexity UI component library with 22 primitives and a gallery
- featFinTerm to Convexity rebrand across app, marketing, and assets
- featCore screens migrated to the shared UI primitives
- featMobile navigation in the app shell
- featIndigo accent system as the default identity
v0.4.5: AI Layer & Security Hardening
- A unified AI integration layer so providers can be swapped cleanly
- An early security-hardening pass
- Brokerage compliance documentation
- aiUnified AI integration layer
- featSecurity hardening: input validation and response headers
- dataBrokerage compliance documentation
v0.4.0: One-Click Demo & Brokerage Scaffold
- A one-click demo that opens straight into the dashboard
- Brokerage-connection groundwork
- Alt-data feed scaffolding
- featOne-click demo into the dashboard for early testers
- featBrokerage-connection groundwork
- featAlt-data feed scaffolding
v0.3.0: First AI Assistant
- The first AI assistant integration lands
- Groundwork for AI-assisted market summaries
- aiFirst AI assistant wired into the terminal
- aiInitial AI-assisted market summaries
- featCapabilities dashboard refinements
v0.2.0: Dark Mode & Glass Rebrand
- Dark mode becomes the default surface
- A glass-theme rebrand across the app
- featDark mode set as the default
- featGlass-theme rebrand extended across the app
- featTheme token system scaffolded
v0.1.0: Frosted-Glass Theme
- The Capabilities dashboard gets a frosted-glass redesign
- featCapabilities dashboard redesigned with a frosted-glass theme
v0.0.1: FinTerm Initial Cut
- The first cut of the FinTerm financial-intelligence terminal
- A capabilities dashboard framing the initial feature set
- featInitial FinTerm financial-intelligence terminal
What ships next is on the roadmap.
The roadmap reads this record as the phases it built, and lists what is in flight now and what is queued behind it.
