Documentation

Changelog

New features & fixes, newest first · Fortunest, formerly Portfolio Dash

Screenshots show the current interface with demo data. Click to enlarge.

29 September 2026

• Asset card — price and today’s and the week’s move in the asset’s own currency, your position’s value and share without the unit count; the same card on Value per asset bars and slices and on the Trades tab’s plan, recent trades and candidates
• Trade tooltips — the ▲ of a buy and the ▼ of a sale in a chart’s hover tooltip wear the buy and sell dots’ colours (transfers and corrections their markers’ hues), on the value chart and the asset drawer’s charts
• Trade recommendations filters — folded behind Filters › on the card’s title line, like Recent trades; the line under the title is gone
• Recommendation history — removed from the Trades tab for now; recommendations are still recorded daily in the background
• Collapse actions button — fix: the floating button on a long run of assistant actions is opaque and readable in light and dark, and sits beside the log's lines instead of on top of them
• Portfolio heatmap — measured in your display currency, like the Holdings table beside it: 1D is each holding’s Daily P/L; the Explore heatmap, the Explore columns and the asset drawers keep the listing’s own currency, and their tooltips now say so
• Value per asset pie — no legend and no Log scale box in the pie view; the pie stretches from the title’s line to the Market sector circle checkbox, wedge names that do not fit are shortened (Cons. Cycl., Comm. Serv., Heal.), and switching the sector circle off keeps every category’s colour and place
• Asset drawer charts — the Price and position value lines turn green when the selected period rose and red when it fell; every drawer chart has a Log scale checkbox when maximized
• A market-priced currency is cash — a currency pair such as EURCZK=X or EUR=X counts in the Cash tile under its group instead of as a holding
• Hand-added asset rows on one line — a slightly wider Settings dialog fits each Other-assets and Market-priced row on one line, with the category next to the type and the date and price in the same columns in both sections

26 September 2026

• Money flow — Yearly view; 3, 5, 10 or 20 calendar years, current year to date

  

• Time travel — clickable Today label in the slider

  

• IBKR / Lynx Activity Statement CSV imports — yearly or consolidated accounts; trades, FX, income, fees, corporate actions and transfers
• Account migrations — original lot dates and costs retained for matched transfers; stock-plus-cash mergers handled correctly
• IBKR history — one export format per period; no guaranteed deduplication between Activity Statements and Flex fills
• Recent trades — full-history pagination, 10–100 rows per page, failed-page Retry

  

• Money flow — weekly/monthly window picker, compact legend and explanatory tooltips
• Trade plan — Rating on Buy and Sell rows; currency once in Amount and Tax-free now headers

  

  

  

• Trade colours — green Buy / red Sell chips; incoming money green, outgoing money in the theme’s text colour
• Trade recommendations — readable load errors and in-card Retry
• Assistant & MCP — Money flow totals, detailed Recent trades and Trade plan column reads
• Heatmaps — Retry after failed or empty loads
• Accounts donut — small-accounts arc opening its grouped rows directly

  

• Value per asset — clearer pie labels, outside tickers, shorter names, rounder bars and stronger ring shadow

  

• Chart headers — single-line Log scale, wrapping legends and shorter benchmark labels

  

• Account naming — one Confirm action for proposed or edited names

  

25 September 2026

• Recent trades card — executed buys and sells, price, fees, display-currency amounts and Since trade change

  

• Money flow card — purchases, sales and net cash by week or month

  

• Value per asset — standalone card, Bars / Pie, log scale, full screen and click-to-open holdings

  

• Value per asset labels — tickers on bars, staggered crowded labels and collision-aware pie labels

  

• Accounts donut — click or Enter/Space to expand the account list

  

• Time travel — date-and-slider popup, one compact black pill beside the logo, maximized-card access and spinning ring while loading

  

  

• Time travel — click the value chart to pick a day; tap support, dated markers in every view, typed dates confirmed on Enter or blur

  

• Asset details — dedicated About the company / fund / coin section and name tooltip with ⓘ

  

• Heatmap tooltips — per-share / coin / unit price, separate position value, weight and P/L

  

• Trade plan — Backtest in the header; compact totals and Copy plan footer

  

  

• Connected accounts — aligned file-table columns, one-line desktop rows, truncated long names and staged ✕ removal

  

• Other assets — aligned editable rows, retained new-asset fields and app calendars throughout Settings

  

• Manual cash — included in Cash, allocation, charts, What-if and trade plans without double counting
• Currency formatting — $ for USD, familiar currency symbols, codes for other dollars, pence suffix; table units in headers

  

• Assistant tips — bold “Tip -” reason, newest two open, older tips folded

  

• Assistant replies — typeset formulas, readable Copy chip and no ticker chips for ordinary words

  

• Fair value — formatted model explanations, formulas and Ask AI tooltips

  

• News summaries — private results from your own AI provider; shared summaries from Fortunest’s model only
• Card cleanup — explanations in title tooltips; tighter Risk tiles; Events list restored on phones and in Simple view

  

  

• Imports — cleared stale Skipped notices, refreshed limit advice, drop area beside Remove all files
• Safari — restored logo and portfolio-ring shadows
• Portfolio history — retained cached prices after failed deeper-history loads; reliable risk figures after asset removal
• Desktop responsiveness — free connections during calendar, market, benchmark and social loading

24 September 2026

• Time travel — portfolio holdings, values and charts at a past date; calendar and history slider

  

  

• Named accounts — upload/connect naming dialog, in-place renaming and names throughout tables, charts and asset details

  

• Other assets & Market-priced assets — named groups as accounts, moves between groups, inclusion toggles and synchronized names

  

• Archive imports — ZIP, TAR, TGZ and GZ extraction in the browser; unsupported files named before upload

  

• Ask AI — explanatory tooltips and every Insights & alerts row; queued follow-up questions

  

• Assistant navigation — dashboard map and links to tabs, cards, chart views and Settings sections
• Assistant context — automatic trimming to the model’s window; visible over-budget warnings and actionable size errors

  

• Assistant failures — explicit interrupted-answer messages; no empty-answer errors published as tips or summaries
• Assistant tips — reason line, green tint and folding; compact input hint and rounded action highlights

  

• First visit — assistant minimized while Get started remains open

  

• Asset descriptions — two-sentence summaries; provider-specific AI descriptions kept private

  

• Value per asset — taller Bars / Pie breakdown, log scale and full screen

  

• Strategy — Risk presets filling the investing thesis; Horizon alongside

  

• Fair value — compact explanation and model tooltips

  

• Gold & commodity ETCs — dedicated asset classification, including European physical-gold products
• Currency labels — market caps and search-result weekly moves in their stated currency

  

• Polish — reduced-motion wordmark, consistent green links, reliable group saves and private group names

23 September 2026

• Rating criteria — formatted explanations, inputs and score scales; one tooltip per criterion

  

• Date picker — direct month/year selection; same calendar on friends’ Performance charts

  

• Chart gestures — ⌘/Ctrl and Shift hints, hidden hover tips while modifiers held, full-plot measurement guides

  

• Risk comparison — Your beta / Your correlation versus each benchmark’s volatility and drawdown

  

• Asset panel — no dock button on phones; Escape closing the panel without minimizing chat

  

• Logo — still coin under reduced-motion preferences

22 September 2026

• Docked asset details — separate column beside the dashboard and assistant on wide screens

  

• Maximized charts & heatmaps — dashboard-column width, docked details still accessible, one-layer-at-a-time Escape
• Header — search and notes aligned beside docked details; matching panel controls
• Chart date picker — app calendar, typed dates, keyboard navigation and no phone keyboard popup

  

• Chart periods — From date or preset range, remembered across reloads; Reset zoom restoring that choice

  

• Drawdown — peak reset within the selected period; current and deepest readings, including benchmarks

  

• Chart gestures — cursor-side measurement readout and ⌘/Ctrl zoom/pan hint

  

  

• Trade markers — buy/sell legends and historical display-currency transaction amounts
• Price chart — period-specific average-cost line, sell-aware calculations and readable caption

  

• Chart tools — smaller desktop Download / Expand buttons; unchanged phone tap targets
• Buy / Sell candidates — clickable asset names, explained sortable headers, true top ten and direction-locked Rating

  

• Momentum rating — 3- and 6-month returns, inputs and scoring explained

  

• Cash — portfolio-share percentage and clearer cash-history explanation

  

• Allocation — compact two-column summary, drift under Full breakdowns, working Retry and retained data after refresh errors

  

• Dashboard Retry — consistent in-card recovery for Risk, Trading activity, Events and Explore

  

• Assistant trade history — display-currency amounts matching the dashboard
• Data settings — compact Remove all files control under the removal column

  

21 September 2026

• Mid-recalculation uploads — dashboard kept visible, new files in the progress card, one combined rebuild

  

18 September 2026

• Homepage — sharper Retina hero, readable headline and wordmark link to page top

  

• Footer — matching glass-mark animation, high-resolution artwork and bottom-aligned links

  

• Phone pull-to-refresh — fully visible progress and reliable return to the top

17 September 2026

• Homepage mark — rendered glass animation, offscreen pause, reduced-motion still and less JavaScript

  

16 September 2026

• Buy candidates — exactly the selected universe: Favourites, Owned or both; sell candidates still from holdings

  

• External agents — single tooltips, relative last-active time, Connected date and full Client ID

  

• Drawdown badge — deepest fall within the selected window

  

• Trade plan — clearer Tax-free now tooltip and compact settings spacing

  

• Filters — “for smart AI search” hint in Holdings and Trades

  

• Inner cards & grey pills — restored lighter fills
• Website — mobile plan switcher, hamburger navigation and looping Siri illustration

  

  

  

15 September 2026

• Tax-free now — matured-lot value in candidates and Sell plan rows; next-maturity date when nothing eligible

  

• Trade plan — labelled Amount / Share columns, side-by-side Buy / Sell lists and one divider

  

  

• Trade settings — independent investment and sale budgets, company limits, allocation targets and ticker suggestions

  

• Candidate lists — reachable Show top 10 control; reliable Favourites dragging near the screen edge
• Assistant & MCP — multi-ticker reads, optional candidate fundamentals, asset names in action rows and long-run Collapse
• Holdings — sortable Last traded column

  

• Price chart — average-buy line for the selected period or zoom

  

• Chart tools — Shift-drag measurement, compact ⓘ help, title-row captions and wrapping trade legends

  

• Simulator chart — fitted value axis, Log scale and flat Save control

  

  

• Chart dragging — no accidental label selection; tables still copyable
• External agents — aligned activity rows, timestamps and detailed connection cards

  

• Phone header — taller transparent fade

  

• Homepage — smaller folding-phone preview, green scenario levels, clearer desktop illustration and crystal-footer pause control

  

  

  

14 September 2026

• Simpler trade plans — one company rating, asset-class targets, optional company cap and inclusion explanations

  

• Trade budgets — purchases bounded by available cash; separate sale proceeds, preserved drafts and explicit empty-plan reasons

  

• Historical replay — unknown lot costs and unrated trades kept explicit

  

• Assistant actions — consecutive tool/MCP calls in one collapsible bubble

  

• Asset details — faster opening without chart-rendering freezes

  

• Portfolio rings — stable compact sizing across panel widths

  

• External agents — compact connection list, four visible rows and per-connection Revoke

  

• Settings — horizontally scrolling tabs beside wide chat

  

• Visual polish — shared Fortunest wordmark, green app links, focused About panel and smooth phone header glass

  

• Documentation — wider command examples and readable phone layout
• Homepage — shorter introductions, plan cards, privacy choices and Siri overview

  

• Comparisons & guides — nine-row overview, phone competitor picker, expandable sources and more guide links

  

• Homepage interactions — continuous scenario levels, expandable FAQs and direct desktop downloads

  

  

• Device previews — responsive layouts, reliable rewind, held final frame and autoplay fallback

  

• Signup — consistent Free / Pro text colours

12 September 2026

• Assistant context — carried-in-digest rows counted once

  

• External agents — live status, last activity and unused-connection labels in Settings

  

• Agent actions — immediate dashboard updates and chat activity

  

• Siri — verified Shortcut recipe, spoken company names, rounded amounts and a reason per planned order
• MCP mini — completed iPhone handshake, portfolio warm-up and explicit still-loading response
• Portfolio heatmap — automatic refresh after imports, demo loading, source changes and connector sync

  

11 September 2026

• Assistant context — per-section checkboxes replacing Auto / Full / Tools; selected sections with every message, others on demand

  

• Core digest — portfolio totals, largest positions, allocation, plan totals, notes, memories, strategy, rates and recent trades
• Focused reads — visible progress rows, parallel lookups and advance fetching for common questions

  

• Local & desktop models — focused reads through chat actions; tool-capability detection for local providers
• Context window — shorter instructions, actual digest size and separately labelled on-demand sections

  

• Simulator reads — real inputs and assumptions, with explicit calculations required for projections
• Stopped answers — cancelled reads labelled Stopped
• Siri & Shortcuts — MCP Agent connection and compact read-only MCP mini endpoint

  

• Siri setup — Apple Intelligence requirements and alternative provider keys
• MCP tabs — browser, system, current dashboard tab and visibility labels; on-screen tab preferred
• Open asset — any listed ticker, with suggestions for unknown symbols

  

• Connect to agent — styled connection picker

  

10 September 2026

• Assistant context — initial Context selector: Auto, Full or Tools

  

• Focused reads — holdings, watchlist, allocation, risk, trade candidates, trade history, tax lots, calendar, insider activity and warnings; compact core digest
• External-agent chat — caller name before each action; current-conversation activity only

  

• MCP — dated tool list and reconnect guidance for outdated connections
• Asset details — unified stat grid; Price above Position value and Drawdown; currency-aware captions

  

• Insider activity — calendar-month window, explicit start date and matching summary/table

  

• Explore Price trend — percentage change, selectable 1 / 3 / 4 / 6 / 12-month window and matching sorting

  

• Allocation drift — moved to Portfolio; full-width Trade plan with responsive Buy / Sell columns

  

  

• Favourites — single heading

  

• Quantities — precision based on size, including tiny crypto positions
• Phone tables — narrower Asset column, more visible Qty / Price / Value

  

• Phone chat sheet — keyboard-aware height, opaque background and locked dashboard scrolling

  

• Phone layout — wider cards, tighter heatmap/allocation padding and edge-to-edge maximized charts
• Simulator — single-line phone mode switcher

  

9 September 2026

• External agents — dedicated dialog with connection status, permissions, expiry, activity and portfolio sync

  

  

• Claude app & ChatGPT — supported sign-in callbacks and guided MCP setup

  

• Assistant transcript — chronological questions, replies and agent actions; timestamps on click
• Agent activity — readable summaries, expandable requests/results and accurate failed/declined/undone states

  

  

• External edits — refreshed dashboard panels, persistent results and paged large portfolios
• Attachments — revoked shared files on chat reset; credential-free connector progress
• Fixes — Goal seek and Historical-to-DCA transitions, sale-plan currencies, retained fair values and DEGIRO split tax lots

  

• Guides — reproducible MCP reads, backtests, group comparisons, attachments, local models, Simple view and heatmaps

8 September 2026

• MCP approvals — compact cards at the bottom of chat; arguments under Details

  

• Plan comparisons — Free backtesting, two investor follows and friend groups; Pro MCP and expanded group analytics

  

• Privacy guides — local/hosted boundaries, deliberate attachments and revocable agent permissions
• Search listings — clearer product summaries; account form excluded

7 September 2026

• MCP approvals — chat controls and revocable 1-hour / 8-hour connection approval

  

  

• MCP sign-in — preserved requests, expired-session recovery and consent beside chat
• Agent setup — Codex app/CLI and Claude Code guides, copyable commands and connection checks

  

  

• Agent activity — timestamped collapsible rows in External agents; integrated chat actions automatically approved
• Assistant — complete answers after documentation/data reads; score explanations waiting for loaded candidates
• Documentation search — highlighted matches, quoted phrases, Cmd/Ctrl+K and phone dialog

  

• Simple view — Configure cards overlay, drag-and-drop between shown/available cards, keyboard/touch reordering and Save/Discard

  

• Favourites — labelled drag destinations, existing-membership checkmarks, removal tray and stable ticker previews

  

• Explore — 15-row default, 10–100 page sizes, clearer loaded/member counts and 500 largest companies
• Markets — background warming across all six indices

  

• Group portfolios — sliding allocation selector and explained Consensus columns

  

• Portfolio heatmap — stable caption area and sizing in normal/full-screen views

  

• Portfolio summary — aligned stats, compact refresh control and restored logo shadow

  

• Dialogs — stronger blur, reduced transparency and aligned alert Settings link
• Recovery — retryable guest files, preserved favourite dates, single-use recovery codes and persistent cancellations

  

• Reliability — bounded large imports/tax calculations, safe Undo and stale-save protection
• Website — comparison/import/AI guides and clearer feature, privacy and agent summaries

7 September 2026

• Group portfolios — streamed holdings before history, per-stage progress, retained partial results and paged consensus

  

• Investor groups — positions ≥0.5% of each fund’s filed equity value, original weights, omitted counts/weight and per-fund coverage

  

• Group history and holder counts — same cutoff; absence may mean a small position, not a sale or no ownership

  

• Group flows — actual filing changes for positions meeting the cutoff in either quarter; interrupted sections labelled incomplete, including assistant reads

6 September 2026

• Tutorials — display-currency examples, completed actions versus guidance, pending-action waits, explicit locked Taxes/Social guidance
• Trade plans — small eligible holdings distinguished from insufficient budget or too few candidates

  

• Recommendation history — recorded price currencies, unknown legacy denominations, immediate refresh after logging

  

• Recommendations and simulations — stale-response protection, changed-input warnings; neutral zero-change What-if scores
• Asset search — corrected declining weekly changes; predictable arrow, Enter and Escape controls

  

• Failed imports — retained filenames, reasons and XTB account currency; Retry, Dismiss and replacement after reload; successful imports retained

  

• Historical replay — APY exclusions explained before running; explicit cash-equivalent transfer approximation and dated valuation ledger; strict reconstruction by default; repairs still required for inferred corrections and missing prices

  

  

  

• Historical inputs — server persistence, reliable retries and preserved cached ranges

  

• Goal seek — original contributions restored by Undo; six-second window after recalculation

  

• Explore — contiguous incremental paging; sort/page-size reset notices; compact Drawdown heading and aligned numbers
• IBKR fees — commissions counted in their original currency
• Safari date fields — stable height; nested Settings confirmations — restored keyboard focus; Assistant settings — saved values loaded before editing

  

• Row dragging — compact ticker preview and labelled Add destinations; notices below navigation

  

• Heatmaps — flat All sectors button, personal lists first, tile-coloured tooltip badges, sector zoom with unchanged colour scale

  

  

  

• Group portfolios — overlays from Friends/Super Investors; independent loading and cached-classification coverage
• Favourites — stable screen-reader heading, explanatory tooltip, hidden fades when lists fit; responsive list selection and contained edit/delete controls
• Asset drawers — close available during loading/failure; browser Back preserved
• Paid Pro external agents — Claude Code/Codex MCP, sensitive-action review, live dashboard sharing and one-portfolio desktop sync

  

• Group portfolios — friend/investor weight comparisons, consensus, six allocation dimensions, approximate flows, overlap and filing history; assistant reads, Pro consensus criterion, optional Explore column and opt-in shift alerts

  

  

  

• Explore Markets — one card, eight lists including six dated major-index compositions; heatmap and assistant access

  

• Price refresh — top-right icon, update-time help and shared spinner; 44px phone target and compact Add asset button
• Holding charts — compact title-line key; fixed headers for long tables; normal scrolling for small tables and Macro

  

• Trade-source picker — concise All label; flat historical-weight buttons
• Portfolio chart — download after maximizing; reachable phone download/exit controls
• Failed global favourite deletion — preserved row and memberships for retry

5 September 2026

• Fixed table headers — opaque backdrop beneath navigation
• Live/saved asset cards — ticker, fitted company name and weekly period on one line
• Trade controls — shared row; dimmed favourites picker under Owned only, saved choice retained
• Favourites — list-scoped drag-to-bin, explicit global removal, responsive header and hover/focus details for tiny heatmap assets
• Saved conversations — offline ticker charts, quotes and holding snapshots; preparation progress and unavailable-data states
• Simulator — Projection, DCA, Goal seek and Historical modes in one card; plan retained between modes
• Assistant drafts — preserved across close, minimize, dock changes, tab switches and same-tab reload; cursor restored; staged files retained until reload; clearing only on send
• Phone input hints — search/symbol defaults for tickers, prose defaults for questions and notes; native iPhone keyboard shortcuts still possible
• Phone trade candidates — ticker-only rows, visible scores/ownership/drivers; company names in tooltips and why-breakdowns; unchanged desktop/tablet layout
• Buy candidates from — explicit list-load errors, retained pinned list, independently saved mode/list and specific empty-list explanations in Trades
• Backtests — fresh start after server restart, queued requests during runs, protection from late cancellation replies

4 September 2026

• Conversation exports — offline logos/initials, screenshots, charts and app colours in HTML/PDF; visible messages only, browser-local, no uploads or hidden account/context data
• Favourites Add asset — market search directly into the current list; automatic starring; two-letter search, Enter/Escape; visible free-plan/200-symbol limits; scrolling list tabs and 44px phone controls
• Buy sources — Owned + favourites, Owned only or Favourites only; all/named lists in Settings or through assistant actions; displayed selection and deleted-list fallback; sell candidates and class-gap ETFs unaffected
• Backtest trade plan — daily/monthly historical strategies, local weights, actual/passive comparisons, trade ledger and point-in-time coverage; no substitution of current metrics
• Trades/Holdings filters — search and Type visible; size/sector behind More filters with active count; Holdings instructions in title tooltip
• Fixed long-table headers — Explore, Trades, Holdings and Taxes; working sort/sideways scroll; fixed phone Asset column
• Assistant ticker cards — company names even without price data; ticker fallback for unknown names
• Touch tooltips — tap-open information, sparklines, ranges, weights and tax timelines; tap-away/scroll dismissal
• Settings remove/keep controls and Get-started dismissal — 44px touch targets
• Theme — matching phone browser/Home Screen chrome per skin
• Explore — retained sort, page, keyboard focus and list selection between visits; draggable-row cues
• Get started — one lime primary action per step
• Maturing lots — non-overlapping phone labels; alert emails — dark rendering in supporting clients
• Assistant charts — stable during streaming; immediate benchmark/donut recolouring after palette changes
• Heatmaps — immediate membership updates without blank flashes; clickable tiny/missing-data tickers below market and Portfolio maps, capped at twelve plus count
• Loading/error states — persistent card headings, as-of stamps, distinct pending/empty/failed/stale states; calendar retry, failed-symbol details and labelled stale results
• Portfolio/Explore freshness — price timestamps outside Settings Data; explicit feed/screener failures; refreshed tax, recommendation and transfer figures after settings/imports
• Long operations — smart-filter elapsed time/Cancel; tax/transfer progress; Clear filters on empty Holdings, Trades and Tax lots
• Service errors — readable rate-limit, Social and stopped-Ollama messages; asset drawers protected from late symbol replies
• Total P/L — unbroken annual-return rows, responsive full-width phone tiles; cumulative TWR, dates and spans in tooltips; profit-only amount explanation; matching friend tiles
• Simple view — opt-in ordered selection of eleven Portfolio cards; four defaults; phone eye switch, Settings list and assistant control; adjacent hero tiles paired where space permits
• Advanced tools — always-on Macro, decision ribbon, correlation/rolling risk, sector tilt, macro events and class-gap ETFs; assistant access to the same candidates
• Phone search — clear of the AI button down to 360px
• Insights/Friends & mentions — desktop popovers above 600px; phone sheets only at 600px and below
• Desktop header — wordmark retained until controls genuinely need its space
• Chart/heatmap controls — horizontally scrolling ranges before wrapping; half-width minimum; compact colour/+N selection summaries based on card width
• Assistant button — large AI label, bubble sparks, faster unread pulse, connection light; reduced-motion support
• Report cards — compact two-column titles; whole-card description tooltips; exact prompt retained in chat
• Completed learning — clickable title chips, expandable Retake/Restart; tour folded only after all levels
• Log scale — grouped checkbox/label/help pill; preserved legend
• Hero breakdowns — amount-only click/Enter/Space opener; plain headings, separate information tips and assistant access
• Desktop connections — Kraken, Binance, Coinbase, Coinmate, Trading 212 and IBKR in the next release; local keys and direct sync; CSV unaffected
• Phone assistant — context, Settings and memories dialogs above chat; docked desktop chat still usable
• Chart Cmd/Ctrl-drag — two-axis panning without changing zoom, history-edge stops, movement beyond presets and logarithmic value panning; Reset zoom for both axes; Return/Drawdown horizontal only within baseline; matching price charts

3 September 2026

• AI Assistant — labelled minimized button and consistent open-chat heading
• Assistant prices — actual trading currency; London purchase-price edits in pounds, new assets still in listing currency
• US dollar benchmark — assistant/Risk comparison only outside USD display currency; dashes for near-static benchmark beta/correlation
• Tutorials and tooltips — chosen display currency throughout
• Why-breakdown — correct raw units for drift, losses, position size and ROE
• Allocation targets — literal percentages in drift and scoring; proportional reduction only above 100% combined
• Sell plans — corrected non-euro lot coverage and tax estimates
• Free-plan account slots — demo accounts excluded; disabled accounts/assets freed
• Super Investors — clear two-follow cap, upgrade/unfollow options and separate connection/no-filing states
• Risk — consistent trailing-year tiles/charts and neutral rounded zeros
• Cheaper-fund tips — fee comparison with explicit same-class/not-same-index caveat
• Currency allocation/history — broker-currency fallback during market loading; explicit Unknown classification
• Stock splits — excluded from purchases and inferred deposits, including unlabelled DEGIRO/IBKR rows; genuine incoming units still contributions
• Feed GIFs — click-to-play/pause, separate full-window control
• Narrow desktop assistant — floating reopen after automatic collapse; automatic redock when widened, manual minimization respected
• Header — tighter second tab row, stable wordmark alignment and sideways scrolling
• Chart — smaller change figure with period tooltip; Log scale beside legend; automatic benchmark retries
• Asset details — above maximized heatmap; Escape dismissal retained
• Tax pricing — market/broker currency fallback, unknown prices left unpriced; correct desktop display-currency conversion
• London acquisition costs — pence normalized to pounds; older entries repaired by re-entering acquisition price/date
• Profile pictures — immediate Save includes newly chosen image
• Dates — consistent calendar days worldwide; actual timestamps still local
• Benchmark labels — total return including reinvested income
• Explore averages — corrected four-month price trend percentage
• Plan descriptions — free portfolio brief plus all six Pro types, including Coming up
• Desktop licence/sign-in directions — Manage account → Licence, including Social instructions
• Founding-member availability — current pricing only; unified phone gesture guide

2 September 2026

• Trade plans — net buy-minus-sell ranking/sizing; higher-scoring side only, ties omitted, buy floor 50; unowned candidates without sell deduction; loss-harvest rebuy retained
• Dual-side candidates — opposite-score chips and outcome tooltips; compact plan help with live inputs and documentation link
• Narrow header — orderly scrolling/wrapping tabs clear of logo; assistant shrink/collapse when necessary; header retained above asset drawers
• Assistant/Social composer — dropped links inserted at caret; spreadsheet cells preferred over clipboard preview images
• Attachments — valid files retained from mixed batches; named errors for unreadable, unsupported, oversized or excess files
• Keyboard charts — focusable; arrows pan, +/− or up/down zoom, Home/End jump, 0/Escape reset, Shift triples steps; screen-reader window announcements
• Assistant company chips — short names and common aliases for holdings/watchlist; ambiguous names and ordinary lowercase prose left plain
• Multi-company/friend answers — balanced result space, core figures retained, explicit omitted news/filings; quote-only wide comparisons
• Free-plan limits — only enabled sources/assets counted; sold positions still counted; current count and required removals in Data/assistant errors
• Demo — 39 assets across four accounts, varied currencies/classes/income; reload old demo via Settings Data
• Watchlist stars — left-aligned in Holdings and drawers, matching finder/Explore
• Browser Back — topmost panel before tabs; unsaved-Settings prompt; no leftover history after normal closing
• Phone swipes, assistant hops and tutorials — one Back step per sequence; individual tab taps retained
• Direct links — plan-aware Taxes notice, cleared Social unread badge; named tab restored after checkout/sign-in/reset/verification
• Hand-added asset edits — changed fields only; no overwrite of concurrent renames or unchanged values
• Account names — ellipsis before amounts; hover/tap for full name
• Model selection — “fable” resolves newest; explicit version respected; ambiguous families queried
• Icons — versioned browser/Home Screen artwork; original smaller nest restored; Fortunest signup favicon
• Maximized charts/heatmaps — one close button plus Escape; compact phone header
• Assistant header — one compact band, fixed control row, stacked/ellipsized counters with full hover values
• Market-priced acquisition dates — automatic close follows changed date; explicit prices retained; legacy matching-close detection
• Manual asset edits — acquisition-date value and new-total quantity; today’s valuation paired with today’s date; future dates refused
• Ambiguous asset edits — lot quantity/date/ID choice; symbol-wide exclusion; ambiguous account names queried; actual/already-set state reported
• Mixed assistant additions/edits — one recalculation; unavailable/busy attachment drops rejected; stable drop highlights
• Feed — immediate own posts during concurrent refresh; uppercase URLs and Markdown-wrapped links; code links kept literal
• Assistant feed privacy — link hosts only, no paths/tracking parameters
• Overlays — shared scroll locking until the final close; no frozen page after nested closures or background phone scrolling
• Sent-message editing — full chat width, five-line resizable field
• Docked assistant — softly fading dialog backdrop, bright usable chat
• Phone chart pinch — hidden tooltip in maximized views; stable third-finger handling
• Log scale — all four Portfolio modes, remembered separately; growth-multiple percentage axes; stacked band thickness no longer proportional
• Chart legends — buy/sell/transfer shapes on the line-key row
• Social times — correct worldwide ages for posts, replies, notifications and shares; trade events kept as calendar days

1 September 2026

• Social images/GIFs — HTTPS links inline, including older link-field posts; plain-link fallback, browser-direct fetch and no referrer
• Claude Fable 5.1 — own Anthropic key, thinking/effort controls; Opus 5 default retained
• Assistant header — single control row, wrapped counters, matching line icons
• Phone chart dates — stable compact empty fields and range spacing
• Assistant file drops — images/PDF/text on input or attachment button; previews, limits, explicit errors and drop highlight
• Desktop charts — cursor-anchored Cmd/Ctrl-wheel zoom, modified drag pan and trackpad pinch; normal page scroll/plain box zoom retained
• Account rows — tighter spacing and full-name tooltips; refreshed Other-asset names after saving
• Assistant data edits — market quantity/date/unit price, manual date/value; asset/source inclusion toggles without deletion; field-specific edits and per-item results
• Data edits — one recalculation per batch; unknown-asset alternatives; broker holdings managed through source files
• Tab URLs — bookmarks, reload retention and Back/Forward; plain Portfolio address and unknown-hash fallback
• Assistant unread mark — larger pulsing outline sparks on phone/minimized desktop
• Favicon/Home Screen artwork — larger nest within unchanged lime circle
• Phone drawers — larger close mark, wider cards, restored Holdings rows after closing, immediate inner scroll and locked background
• Phone heatmaps — shared maximize size, stable switcher/button sizing and responsive title/list layout
• Assistant asset batches — one recalculation after all additions, individual progress/results
• Phone tables — native smooth vertical momentum with sideways/vertical gesture lock and no accidental tab switches
• Social refresh — friend headline, logos, sheet and leaderboard updated together; immediate post after deletion
• Drawer charts — top-right download/maximize controls; uncropped split markers
• Social composer — one text box for links and pasted/dropped images or animated GIFs
• Phone charts — edge-to-edge plots; chart-window pinch, finger-following tooltips and no page zoom/tab swipe over charts; tooltip hidden during pinch
• Value breakdown — neutral zero amounts; explicit missing deposit/withdrawal rows
• Get started — one expanded step at a time, optional early opening and linked supported-broker count
• Website Common questions — pricing, brokers, custom assets, data residency and local AI
• Assistant tables — wrapping cells, concise content and full-window maximize for wide tables
• Chart/heatmap pairs — side-by-side at narrower widths; right-aligned change readout on checkbox row when needed
• Chart palettes — readable light-mode Contrast orange, separated House greens and brighter amber
• Docked assistant — persistent side pane with minimum width; floating assistant above maximized-view dimming
• Allocation — contained diversification score in narrow cards
• Heatmap key — scale beside switcher, descriptive caption in tooltip except on wide cards

31 August 2026

• Chart readout — right-aligned on range row; Return controls grouped on benchmark row; matching chart/heatmap headers
• Portfolio/Explore heatmaps — right-aligned range-row keys, compact caption tooltips and responsive pairing
• Assistant memories — concise cross-chat context with save date/accounts/value; view/edit/delete in Settings; on-by-default opt-out
• Super Investors — credited Dan Loeb portrait; full names before logos, fund-name tooltips, holdings logos in Browse roster
• Phone layout — regular card gaps, compact date controls, larger maximize glyph, fixed header/bottom bar from first frame
• Topbar order — Feedback, Settings, Insights, account; slimmer phone controls
• Tax badges — skin-coloured flat status dots
• Watchlist stars — synchronized across asset drawers, stock drawers, Holdings and finder; no star for unlisted/manual assets
• Heatmap Drawdown mode — window-specific fall from peak, one-sided scale, per-grid memory and assistant control
• Date fields — reliable iOS clear, stable empty width; matching friend Performance chart
• Tax notes/transfers — collapsed summaries with counts
• Assistant — shared sparks icon; memory/skills grouped under context; compact View memories control
• Asset logos — blank artwork replaced by company initials
• Overlays — maximized charts above drawers; friend sheet/dialogs beside bright usable docked chat
• Favourites — compact phone title/list row; outlined column-picker gear
• Account rows — daily absolute/relative and extended-hours changes; buys/sells/fees aligned beneath name
• Favicon/Home Screen — matching Fortunest roundel
• Anthropic — Opus 5 default, Fable/Sonnet alternatives, Haiku 4.5 fast slot; prompt caching and thinking/effort controls
• Insights & alerts — bell-only home on every tab; newest-first observations/digests, unread count, hover/click/focus access, phone sheet and Escape; assistant opener
• Portfolio top band — reclaimed Insights space; chart/map pairing independent of Macro/market pair

27 August 2026

• Social holdings logos — aligned with return column, up to twelve per row; width-aware removal, names prioritized; matching Super Investor rail
• Attached chat images — full-window viewer, pointer/pinch zoom, pan, double-click fit/2.5×, image-only arrow navigation; Escape/outside/close and phone swipe-down dismissal
• Insights & alerts — consistent card/bell name and aligned edge with Portfolio heatmap

26 August 2026

• Taxes — genuine display-currency amounts using purchase/sale-day FX; annual CSV currency label; CZK thresholds unchanged, manual opening costs explicitly EUR
• Plan a sale and unowned candidates — corrected currency units
• Hero cards — level bottoms and equal panel padding without cropping; Portfolio chart/map 2:1 pairing based on available card width
• Insights/Friends & mentions — lime unread dots, bolder text and outlined icons; distinct bell/people controls, hover/focus/click access, reliable taps and Escape
• Hosted uploads — 8 MB broker files, 20 MB assistant documents, first 200 PDF pages; immediate oversized-file refusal and paced batch uploads; local/desktop exempt
• Hosted assistant rate limits — 20 requests/minute guest, 30 signed-in, including tips/reports; no spend on refusal, separate from budget; per-account signed-in counting
• Provider keys — hosted session keys only, no server-environment fallback; local environment keys retained; OpenRouter catalogue after key save, Ollama downloads local/desktop only
• Email verification — one-use, week-valid link; immediate signup access; fresh doubled assistant budget on confirmation, dismissible notice/resend in app/website; Google verification, existing accounts unaffected
• Risk appetite — immediate Trades re-scoring, Risk fit, candidate and plan updates
• New allocation targets — typed rows protected from late loads
• Phone imports — wrapped/trimmed stage labels without page shrink
• Docs/assistant search — relevant partial-word ranking
• Heatmap/market keys — right-aligned beside ranges, responsive to card width
• Social divider — remembered drag width, larger feed minimum, double-click reset; keyboard arrows/Shift/Home/End/Enter; preserved through collapse, absent on phones
• Leaderboards — clickable top-holding logos; private holdings omitted; logos/badges yield before full handles
• Minimized Insights — reclaimed width for Cash/P&L/fundamentals, level card bottoms
• Simulator benchmarks/projected lines — compact colour-coded multi-selects, Escape/outside dismissal, none state, DCA disabled without plan; Portfolio-style controls
• Card grids — consistent gaps across Portfolio, Explore and Social; level Macro/heatmap bottoms without cropping
• Assistant header controls — larger desktop icons and consistent phone stroke weight

25 August 2026

• Insights — remembered minimize-to-bell, unread count, newest-first list, hover/click/focus access, phone sheet, Escape and Expand card; assistant control
• Portfolio heatmap — own card beside value chart, level bottoms; absent without holdings; independent saved window
• Heatmaps — full-screen controls, Escape exit; Market/Favourites/named-list grids, per-grid window memory, empty-list feedback and assistant control
• Heatmap data — sector groups, window-adjusted colours, clickable assets, company logos where space permits; missing-data exclusions and newly listed counts
• Heatmap windows — 1D/1W/1M/3M/6M/YTD/1Y/5Y/10Y, plus holding-specific Pos; stalled 20Y removed
• Explore — equal-width Macro/market map on wide cards; category key/toggle below tables
• Asset drawdown charts — buy/sell markers with trade details
• Holdings/Explore valuation columns — fair value by default, optional upside and six model estimates; trading-currency values, dimmed outliers, ETF/coin dashes
• Fair value card — DCF, Graham, Lynch, EV/EBITDA, dividend discount and sector P/E; weighted verdict, price comparison and assumption tooltips; explicit unavailable models/outliers, companies only
• Fair-value criterion — buy discount and inverted sell premium; Below fair value rules by portfolio/class/asset, selected model and threshold; assistant access
• Asset logos — holdings, Explore, finder, drawers and chat; shares/ETFs/crypto, letter fallback, server-cached privacy
• Tables — tighter columns, aligned headings/averages and more visible phone columns
• Broker logos — headings, tables and connection picker; bundled/offline with letter fallback; corrected stylesheet caching
• Phone Home Screen app — standalone full-screen launch; remove/re-add older icons; online-only, no cached portfolio; setup guide, desktop for offline
• Coming up alerts — 1-week–2-month horizon, earnings/dividends/central-bank/data choices, dates/countdowns/holding weights; scheduled repeats and assistant settings
• Patria XLSX import — realised Obchodní pokyny trades plus Cash flow interest; duplicate detection, partial fills, skipped cancelled orders and short-export-range warnings
• Free plan — 3 accounts, 50 assets, 3 lists/20 starred assets total, portfolio brief; Pro expansion and two-month annual discount
• Plan caps — enforced on additions only, full over-limit reading retained, saved alert choices preserved, immediate explanations
• Super Investors — 25 funds, one-way follows, holdings/sectors/quarterly changes and approximate curves; free 2-follow limit, Pro roster, assistant reads
• 13F caveats — US long positions only, up to 45-day delay, reconstructed returns; automatic quarterly refresh
• Investor feed — top-ten-change filing cards, live chips for all assets, reactions/replies for friends following the same fund, history paging and amended-card conversation retention
• Investor benchmarks/portraits — Return/Drawdown curves, free-licensed photos or initials, aligned Follow buttons; failed logos retried within minutes
• Website scenarios/comparison — clearer purpose and full-width introductions
• Drawdown — sortable Holdings/Explore columns and asset charts; Holdings daily-close/display-currency versus Explore intraday-high basis; missing-history dashes
• Largest drawdowns alerts — portfolio/class/asset rules, most-specific priority, 1M/3M/6M/52W/2Y/all-time peaks, deepest-first dates/values, chosen delivery frequency
• Drawdown buy criterion — 0 at high, 100 at ≥35% below; combine with Quality; assistant sorting/rule creation

24 August 2026

• Portfolio value — wider desktop card for daily/extended-hours lines; responsive wrapping, phones unchanged
• Historical lookups — dated closes/FX, multi-date changes, multi-asset answers, explicit prior-market-close dates and split-adjusted/original prices; missing history reported
• Completed course — hidden offer, assistant restart, tour primary action; unfinished progress and tour Retake retained
• Dialog close icons — larger across Settings, account, feedback, notes, breakdowns and assistant; inline dismissals unchanged
• Alert AI polish — withdrawn for everyone; plain digests, unchanged computed figures and delivery settings

23 August 2026

• Phone assistant — two-line header, matching touch controls
• Phone files table — ellipsized filenames with full-name/upload-time tips, wrapped account labels
• Hosted TWR — repaired defective split histories and zero-price days, including feeds with both price columns wrong
• Projected lines — independent with/without-DCA visibility, bands/legend/axis follow selection; run-based defaults, unavailable DCA disabled; assistant control and P25/P75 tooltips

22 August 2026

• Simulation uncertainty — 400 paths, median lines, P10–P90 band/P25–P75 core, DCA/withdrawals per path, end ranges and assumptions; remembered toggle and assistant control
• Uncertainty limits — no benchmark bands, no band below 60 daily returns; historical return/volatility persistence assumed
• Trailing 12M p.a. — rolling-year TWR/IRR, benchmarks and friends; first year blank, fixed period basis; cumulative/headline rates unchanged
• Friends — invested-money P/L headline, descending order and since-date tip; matching default P/L leaderboard; IRR retained elsewhere
• Simulator — refreshed actual history/results after source additions, exclusions, removals or connector sync; current plan retained
• Allocation checks — ranked severity dots/bars, four flagged verdicts, collapsed healthy checks, fact chips and clickable breakdowns; full assistant explanations
• Total P/L — lifetime percentage of money invested alongside amount; historical FX and reinvested proceeds included; distinct from annualized TWR/IRR
• Opening-balance notices — rounding gaps below 1 display-currency unit or 0.01% suppressed; balance still corrected
• Hero breakdowns — value sources reconciled to cents, holdings/cash split, invested money; profit bases and annual returns explained; assistant openers
• Long tooltips — concise bold-term bullets, full width within screen; profit tips covering closed positions, transfers, rewards and tax-basis distinction

21 August 2026

• Learn card — 25-step Foundations and three-level tour; remembered level, route-specific progress/Continue, restart/retake and one primary action
• Foundations — offline interactive historical growth/inflation/time-in-market charts, empty-portfolio support and explicit future-uncertainty caveat; clearer formatting/docs links
• Course responses — working phone answer/ask/Continue chips, acknowledged choices, skipped-step numbering, no spurious ticker chips; no automatic demo load
• Insights fold — remembered state, retained unread count, keyboard access and assistant unfold; no automatic read acknowledgement
• Phone navigation — swipe before Portfolio to open Settings; threshold feedback and early-release cancellation
• Assistant ticker lookup — real asset search, investable instruments and named choices when ambiguous
• Social notifications — replies, mentions, requests, posts, trades, reactions and accepted requests; shared unread count, 20-row paging, read-on-open and destination highlights
• Charts — measured value-axis labels and contained final dates
• First load — account, Settings, Feedback, notes and search immediately usable; open dialogs/drafts retained when dashboard arrives
• Social pull-to-refresh — feed/badge/requests only, stable merged history and explicit failure; price refresh elsewhere
• Buy questions — strategy-grounded advice; confirmed inferred strategy; empty/course portfolios limited to framework, up to four answer-chip questions and illustrative categories
• Social rows — compact avatars/handles/demo/time; badges retained in profiles/friends
• Phone keyboard — bottom panel hidden except during its own search; focused fields/mention picker kept visible; notes sheet above keyboard with background locked
• Feed images — full-window zoom/pan, fit/2.5×, keyboard/arrows/swipe navigation and multiple close gestures; background locked
• @mentions — friend autocomplete, keyboard/touch selection, profile chips including self/authors, unread/filter/digest notices; visibility restricted to eligible readers
• Feed tickers — chips in posts, replies and trade sentences; mini-chart/details; ordinary words/handles excluded
• iOS AutoFill shortcuts — browser-owned, no page-level removal

20 August 2026

• Website sign-in — immediate avatar/menu via non-identifying marker, server-verified identity; no guest cookie/server call; cleared on logout/expiry/deletion
• Create-account links — signup tab and plan cards, reload retention; signed-in account respected
• Sell plans — requested amount up to position value; tax-free/taxable/unknown lot coverage shown separately, no tax estimate for uncovered portions; corrected FX
• Concurrent imports/sync — no lost accounts; simultaneous same-name files retained
• Website Pricing — free/Pro comparison, billing periods, shared live prices, cancellation/refund/tax details
• Period P/L — gain after contributions, absolute/relative to starting invested value plus inflows; matches Holdings, excludes idle cash, distinct from TWR/IRR
• Pricing — €6.99/month or €69/year (€5.75/month), VAT added at checkout; existing subscriptions unchanged
• Founding-member offer — €39 first year for first 100 yearly accounts, live seat count, €69 renewal
• Trade sizing — score-proportional above 50 with minimum-floor redistribution; requested count when affordable/eligible, explicit shortfall guidance before save
• Trade plan — current recommendations, no monthly execution date; saved settings retained, buy/sell/count/minimum controls, min-tax lot choice and buy/sell/net totals
• Candidate tables — in-plan amount tips, minimum-lift explanation, removed Share column; fitted tickers/names and wrapped drivers on phones
• Chart baseline — comparisons restart at selected range/date, Return starts at zero, Drawdown peak resets; drag-zoom leaves calculations unchanged
• Window IRR — server recomputation, progress/cache, ≥1-year requirement; friend curves in annualized lens
• Stale prices — unknown daily/period change, digest footnote and assistant disclosure; closed markets/real zeros kept neutral; non-duplicated mover lists
• Phone search/dialogs — keyboard-aware height and own scrolling; reachable Send/Add controls; native AutoFill shortcuts still browser-owned
• Assistant currency changes — converted plan amounts/minimums with before/after values; entire switch refused without FX, tax thresholds unchanged; older chat-switched plans worth checking
• Touch direction lock — stable table/page direction, no accidental tab switches; custom momentum on dual-axis surfaces, mouse/trackpad/zoom/reorder/text selection unaffected
• Price pull-to-refresh — top-of-page threshold, real prices/FX/recalculation/chart/card progress, preserved UI and explicit stale-price failure
• Own trade events — visible once replied/reacted to, deletable, original trade date retained
• Connection forms — platform-specific IP allow-list guidance
• Trading 212 — key/secret and trusted-IP support; legacy token-only keys retained; current API documentation
• Feed replies — Reply beside reactions, full-width thread below
• Digest — enabled AI summary included in HTML, unavailable-model explanation, Go to app button and smoother logo
• Shared news summaries — one per headline set, free instant cache hits, first requester’s budget only; daily public-shortlist warm-up, labelled shared model, no portfolio data
• Phone drawers — stable bottom search/notes/tab layout across asset, stock, report and sale sheets

19 August 2026

• Criteria weights — collapsed above rankings; exact scoring-band tooltips for all twelve criteria
• Search prices — holdings, market and smart suggestions in display currency; native-code fallback without FX, absent without known currency
• Refresh picker — eight steps from 15 minutes to 24 hours, quarter-hour aligned; nearest-step migration
• Number fields — clearable drafts, validation/clamping on blur or Enter
• Tax controls — aligned widths; Assistant settings — compact paired desktop controls and wrapping phone layout
• Alert delivery — all 24 hours in am/pm, local timezone; existing/default time retained
• New alert/target rows — automatic scroll into view above Save, reduced-motion support
• Assistant ticker cards — one popup, display-currency price/weekly change and click guidance
• Currency changes — converted plan amounts/minimums and currency-labelled tax thresholds, staged until Save; original values restored when switched back; clear unavailable-FX state
• Earlier same-day currency changes — check saved plan amounts once
• Assistant costs — cached stable context separated from live values; lower follow-up/tip costs, accurate provider/cache rates and separate context breakdowns
• Free budgets — guest base, fresh doubled account allowance, doubled-again monthly Pro refill with next date; model/thinking-dependent usage
• Documentation reads — fair space for every requested section
• Email logo — smoother, named attachment, dashboard link
• Expanded CSV support — Avanza, Bitvavo, BUX, Schwab, Coinbase, CoinTracking, Crypto.com, Delta, Directa, Disnat, eToro, finpension, Freetrade, InvestEngine, Investimental, Parqet, Rabobank, Relai, Saxo, Swissquote, Trade Republic and Revolut crypto
• Import specifics — eToro CFDs as cash, Investimental fills only, Directa banner retained, Schwab/Coinbase title blocks removed; repaired Dutch DEGIRO/euro-locale Revolut
• Website comparison — Ghostfolio, concise cells, all products side by side and linked platform counts
• Phone navigation — fixed bottom panel above browser/keyboard, tighter safe-area spacing; full finger-following swipe/fade and honest edge resistance
• Portfolio data notes — collapsed count, full assistant access

18 August 2026

• Supported platforms — complete alphabetical list, direct/SnapTrade/CSV labels and sign-in versus API-key connection type
• Docs screenshots — full-column retina captures, click-to-enlarge; list creation/dragging illustrations
• Website scenarios — one level under reduced motion
• Trading 212 imports — trades, income, cash, FX, splits/distributions/transfers; ten-decimal shares, no double-counted tax/fees or DEGIRO misdetection
• XTB Cash Operations — trades from comments, deposits/withdrawals, dividends/tax, spin-offs, interest and transfers; multilingual operation names, account-currency selection
• Data guide — connection methods and export contents
• Signup — manual holdings, cost-basis lots and confirmed transfers carried from guest
• Account deletion — remaining guest data identified; website email-code delivery available
• Signup plans — paid-plan selection before account creation; cancellation/14-day first-payment refund terms beside prices
• Profile images — same handle-based avatar across app, website and Social
• Demo — Interactive Brokers added; four accounts across stocks/ETFs/crypto
• Phone controls — bottom panel above browser/Home Screen safe areas, contained search row and larger circular assistant key
• Header — smooth opaque fade without hard edge

17 August 2026

• Website account — profile, password, two-step, plan/renewal, desktop licence, logout and deletion without dashboard
• Social replies — 600-character text threads, visibility controls and unread count
• Trade conversations — reactions/replies, retained beyond monthly expiry once answered
• Feed paging — automatic preloading, count and optional Load older
• Social digest — replies to own posts, count in subject
• Phone — fixed bottom tabs/search/notes/Feedback/assistant; logo/account/Settings above
• Pewter default — cooler light palette; dark theme unchanged, Pebble still available
• Welcome email — first steps, Quick Start and support contact
• Alert digests — document dialog with tables and clickable symbols

16 August 2026

• Allocation loading — explicit market-data progress and retry; score after data arrival, Unknown only after lookup
• ETF look-through — name-based fund recognition before metadata, correct region/sector/size breakdowns

15 August 2026

• Fortunest rename — website/app, legacy redirects and existing data retained
• ETF look-through — real equity-fund sectors/regions/sizes in diversification, history and sector tilt
• Alert emails — one combined HTML digest with tables
• Move alerts — portfolio/class/asset thresholds, most-specific rule priority and assistant editing
• Mac 0.2.0 — Fortunest.app, automatic old-data migration, anonymous shared live-price cache, signed/notarized

14 August 2026

• Scheduled alerts — portfolio, earnings, large moves and Social; daily/weekly/monthly local delivery, Insights and optional email while app closed
• Licensed market feed — daily/US intraday prices with public-source fallback
• Desktop market data — shared server prices/charts/news/search, viewed symbols only; local offline cache
• Desktop offline switch — automatic outbound calls stopped, explicit remaining capabilities
• Desktop activation — account licence token for Google/two-step users
• Failed symbols — automatic retry after 15 minutes
• Split histories — corrected inconsistent pre-split pricing
• Price timestamps — local time; refresh aligned to 15-minute feed publications
• Explore — 15-stock default, adjustable page size
• Table averages — first row for filtered Holdings/Explore; prices averaged only within one currency
• Favourites dragging — Explore/search rows onto list tabs/table/+; touch membership picker retained
• Phone tab swipes — tables/charts/inputs/dialog gestures respected
• Social rail — remembered collapse, full-size Friends/Leaderboards openers
• LLM key security — server-IP allow-list help
• Social trades — actual trade dates
• Desktop downloads — signed/notarized Mac, unsigned Windows with SmartScreen instructions
• Assistant reference — 38 commands, parameters/values and Markdown skill actions

13 August 2026

• Social trade events — five largest monthly trades, portfolio percentages only, no amounts/quantities/prices; independent of Holdings sharing, no transfers/corrections/duplicates
• Automatic events — 30-day expiry; authored posts retained; symbol-matched changes, combined publish events and five-per-day cap
• Own profile — actual filtered server snapshot with shared age
• New accounts — Social discoverability enabled, all ten sharing switches off; prior opt-out retained
• Friend performance — consistent recovered rates in list/boards/sheet; distinct missing/unshared explanations
• Badges — thirty total, only from shared sections; Alpha for ≥3-point annual benchmark outperformance with ≥1-year history
• Avatars — hover/tap enlargement; consistent browser-generated figures by handle
• Assistant Social — feeds/requests/friend reads, openers, publish and share switches; no sending/accepting/declining requests
• Assistant sync — direct connections, actual results and dashboard update; no key requests/disclosure
• Watchlists — named tabs, create/rename/delete, multiple memberships and assistant control; adding stars, deleting list preserves stars
• Watchlist summary — aggregate ratios/moves/signals and owned weight; no mixed-price average
• Search — own holdings first, crypto/funds/indices/futures/currencies alongside shares/ETFs
• Conversation export — browser-local self-contained HTML/PDF, visible content only; no hidden context/model/counters/keys
• Non-US reports — local regulatory repository, company site, document search and weekly press coverage
• Connection keys — public identifier preview/reveal/copy; secrets never shown
• Connection errors — malformed/rejected/unreachable explanations, filled form retained; storage only after successful validation
• Missing names/currencies — short retry cache instead of permanent blanks
• IRR history — eligibility restriction lifted after two years; preserved loss periods and explicit delayed-start explanation
• Mac signing/notarization — normal launch confirmation; Windows still unsigned
• Reactions — fourteen, including applause, celebration, brain and exploding head
• Social publishing — after changes, after six-hour-old snapshot on app open, immediately after sharing edits; max twelve/hour while app open
• History gaps — undated units, exchange limits, fuller-export/opening-lot remedies

12 August 2026

• Chart Transfers — filled/hollow diamonds for incoming/outgoing units/cash, crossed-square corrections, detailed hover explanations
• Returns — arriving/departing units valued as dated flows; corrected TWR/benchmarks/risk/drawdown
• Transferred-in P/L — arrival-value starting basis; rewards/interest/airdrops still profit, tax carryover cost unchanged
• Return chart — refresh after account changes during first computation
• Social — no fictional trades from ledger corrections
• Exchange-held crypto — Kraken/Binance/Coinbase public-price preference, general fallback, no pricing key required
• Connections — one searchable Direct API/SnapTrade/CSV list with method/sync status; existing duplicate-method links retained
• Missing historical units — explicit pre-history opening credits, no negative-value charts; zero tax cost with warning
• Balance reconciliation — excess exchange units written off as well as missing units topped up
• Binance — dated airdrops/forks/swaps, net Cross Margin, combined Simple Earn/LD balances and accrued interest; Isolated Margin/Futures excluded
• Binance history — first-fill paging and recoverable interrupted sync; provider account cutoff still requires CSV for older years
• Demo Social label — feed/list/boards/profile, automatically removed with demo files
• Holding value chart — transfer/correction markers; share-price chart trade-only
• Live connection versus CSV — explicit alternative routes
• Assistant model switching — main model by default, background model only when named

11 August 2026

• Social — requests/acceptance, handles/avatars and per-section opt-in sharing; relative figures only, immediate hide/delete, friend chart curves; free signed-in access
• Feed — Markdown, images/links/shared assistant charts, optional trade events, reactions and unread count; desktop Licence sign-in
• Direct connections — Kraken, Binance, Coinbase, Coinmate, Trading 212 and IBKR/Lynx read-only keys; initial history, incremental sync, encrypted storage; SnapTrade alternatives
• Badges — sixteen titles/trophy case, shared-section eligibility and retirement after unsharing
• Friend headline — cash share, P/L percentage and fundamentals from chosen sections; no annual rate below one year
• Friend assets/plans — clickable details, own position where held; handle opener and live sharing revocation
• Feed refresh — stable position with new-post button; only used reactions shown, Add reaction otherwise
• Portfolio — extended-session US move and coverage separate from regular total/day change
• Charts — repaired Return/Drawdown/By company crashes; trade markers filtered to selected accounts
• Crash panel — reload, copyable diagnostics and anonymous error/location report without portfolio/email
• Subscriptions — management for lapsed Stripe plans, explicit direct grants and readable upgrade failures
• Tax settings — visible but disabled free-plan fields; automatic retry/background refresh on tab return
• Friend charts — separate TWR/IRR and delayed-IRR explanation; shared allocation controls/dial and target drift bars
• Friends — automatic active-tab refresh, paused in background tabs
• Account forms — password-manager/autofill support and Enter submission

10 August 2026

• Plan comparison — monthly/yearly Free/Pro cards, then-current VAT-inclusive prices and summer offer
• Checkout — activation progress, automatic Pro update and retained interrupted plan choice
• Free account cap — immediate fourth-file refusal, existing data retained; remove/add replacement in one Save with original filename
• Account deletion — emailed two-step code and provider-account mailbox verification
• Earnings — SEC filing-feed fallback across events/checks/digests
• Macro — restored official FRED data, 10Y–2Y curve, daily dated M2/Fed-balance-sheet tiles and assistant summary
• Broker connect — account-cap warning before authentication
• Subscription status — readable Active/Trial/Payment past due

8 August 2026

• Early Mac/Windows desktop — offline CSV/dashboard/simulations/recommendations/local-LLM chat; live connections hosted-only initially
• Desktop Pro — one-time login/token, offline licence, online refresh and remaining-days notice
• Desktop Taxes — Pro server calculation, required transactions discarded after completion, no keys sent; manual lots/transfer confirmation offline
• Free/Pro — full dashboard with three accounts; Pro Taxes/unlimited accounts; existing accounts grandfathered and loaded data retained

6 August 2026

• Password reset — distinct sent/unknown-address/mail-failure feedback; rate limits retained
• SnapTrade history — explicit request, automatic ready-event import, order fallback only for empty transaction history
• Crypto mapping — corrected legacy Kraken XETH/XXBT and redenominated QuickSwap, including existing holdings
• Account deletion — two-step/recovery code required when enabled
• Two-step QR — scannable white backing in all themes
• New connections — separate immediate holdings/history-preparation states, actual sync timestamp and automatic connection-window close

5 August 2026

• Read-only brokerage connections — Settings Data, no trading/money movement; password-sharing brokers excluded, CSV retained
• CSV/connection overlap — files first, files only or connection only; instant re-read without deletion
• Missing older cost — broker average-cost opening lot, explicitly flagged
• Connection freshness — link health, separate price/history sync times and chart last-contact stamp
• Accounts — Google sign-in/linking, 12-character mixed-case/digit/symbol password checks, breach screening at password set; authenticator/email two-step and ten one-time recovery codes
• Assistant lookups — any company by name/ticker, quote/score/news/results/SEC text
• Earnings lookups — second-source fallback, direct filing-history press release, explicit missing-data reasons

4 August 2026

• Chart palettes — House, Aubergine, Brights, Ember and colour-blind-friendly Contrast; category colours only
• Category colours — maximally distinct first choices across benchmarks, donuts and assistant charts
• Phone assistant — remembered full/short sheet; short guided-tour view
• Phone portfolio — compact chart controls; full-width Allocation takeaways around dial
• Recommendation history — daily top ten buys/sells, newest first
• Assistant charts — labelled category legends
• Account donut — sub-5% positions grouped, count/value/share tooltip

3 August 2026

• Pebble default — light theme, Classic alternative and System theme retained

1 August 2026

• Fee X-ray — TER/annual-cost columns, weighted fund-cost summary and cheaper same-class fund insight
• FX attribution — local-currency TWR versus conversion effect; ±2-point insight, absent for display-currency-only portfolios
• Sector tilt — stock-sector weights versus S&P 500/MSCI World/Nasdaq 100 and largest-tilt takeaway
• Earnings-season digest — one-click report after about three recent reporters; beats/misses, SEC guidance and position-weighted surprises
• Economic events — official US CPI/payrolls and euro flash HICP dates; assistant explanation opener
• Holdings columns — all initially visible, hideable except asset identity, explanatory headers
• Trade defaults — 10,000 budget/2,000 minimum in display currency, empty sector targets and 60/25/10/5 class preset; saved choices retained
• Model controls — actual supported effort ladder, nearest-tier adjustment, no background Thinking toggle
• Token counters — conversation-reset header totals, session/lifetime Settings usage, calibrated context estimates
• Assistant time — browser-local date/time/zone and send timestamps
• Tablet assistant — floating desktop window; phone-only bottom sheet
• Breakdowns — wider asset/sector charts; complete correlation matrix with explicit Apply

31 July 2026

• Value chart — Trades markers by daily net side with individual trade tips; full-screen controls and selections retained
• Owned assets — consistent full-position drawer from every entry point; market view for unowned symbols
• Drawer prices — daily/last-session changes and live US pre/after-hours quotes
• Assistant Markdown — tables, headings, nested lists, code/quotes and clickable tickers
• Imports/recommendations — per-file/account status, named rebuild stages and determinate progress; scoring explanation
• Empty-portfolio tour — announced automatic demo load
• Correlation — top twenty by default, adjustable 2–40
• Fast model — gpt-5.6-luna default; saved retired models retained
• Assistant charts — repaired nonzero bar baselines, explicit blank-chart errors

30 July 2026

• Asset classes — equities/bonds/commodities/real estate/crypto/cash; class donut, allocation presets and gap-filling ETF candidates
• Investing notes — topbar/Strategy editor, assistant reads/writes; uploaded Markdown skills and four examples
• Display currencies — thirty searchable options, USD default; Holdings period P/L 1W–1Y, price charts 10Y/20Y/All
• Risk — rolling twelve-month return/volatility, correlation and independent-bet count
• Trade filters — name, quoted assistant query, type/sector and shared Holdings size threshold
• Assistant manual search — documentation links, previews and screenshots
• First run — three-step checklist, sequential highlights, determinate rebuild card and in-place refresh
• Assistant context — candidate scores, plan, drift, policy rates and market regime
• Settings — separate Trades/Taxes; About with website, changelog, contact and feedback

29 July 2026

• Advanced tools — short interest, SEC insider activity, portfolio-relevant policy rates/decisions, risk regime and yield curve; on by default
• Annual returns — ≥1-year history required, totals retained
• Partial histories — excess-sale warning and opening-lot links
• Demo — historical prices, monthly contributions and realistic 2022 drawdown
• Assistant — fresh portfolio insights and clean streamed characters

28 July 2026

• EV/EBITDA — Explore/drawer metric; “cheapest” smart filter

25 July 2026

• Assistant navigation — clickable settings paths/cards/tabs, exact-setting scrolling
• Tutorials — highlighted cards and automatic scroll
• Security — stricter URLs/headers/key storage; production API docs disabled

24 July 2026

• Trades/Taxes — visual lot pairing, FIFO/min-tax/year-sealed modes, annual gains CSV, sell optimizer, transfer review and opening lots
• Recommendations — weighted buy/sell scores, adjustable criteria, monthly plan and drift bars; illustrative, not tax/financial advice
• Settings — adjustable Czech-default tax rules and allocation targets; assistant controls
• Assistant — manual-grounded answers and three-level live-dashboard tutorials
• Tables — remembered drag-to-reorder columns
• Chat — sent-message editing/restart; compact topbar

23 July 2026

• Assistant actions — navigation, filters, charts, what-if/goal seek, theme/currency/model/settings and real-result summaries
• Holding risk — volatility, drawdown, beta and 0–100 score; assistant ranking
• Simulator — exclusive DCA/Goal seek modes, shared assets and solved plan in rows
• Metric filters — instant deterministic answers; retained chart view and deeper Explore paging
• Website analytics — ?notrack opt-out

22 July 2026

• Hosted assistant — built-in budget without key/setup, remaining-budget donut and own-provider option
• Topbar account — sign-in popover; one-click relatable demo
• Refresh — stable benchmark lines, non-repeating tips and file-upload timestamps

21 July 2026

• Website manual — eight illustrated task chapters; demo loader and in-app Feedback
• Assistant — separate conversation/background models and streamed replies
• Settings — shared Save, unsaved-close discard; per-table Explore pagination

20 July 2026

• Optional hosted accounts — email/password, guest-data claim on first login, encrypted server-side API keys
• Topbar finder — market-wide search, position, weekly move and sparkline
• Assistant Buy advice — settings-driven monthly plan; value lines by class/sector and adjustable refresh cadence

19 July 2026

• Attachments — pasted screenshots, images/PDF/text; PDFs for every model
• Chat reports — brief/strategy/earnings cards with exact prompts; default side dock
• Design — frosted dialogs/drawers; live product website

18 July 2026

• Risk card — volatility, Sharpe/Sortino, drawdown, best/worst day and benchmark beta; Drawdown chart mode
• Assistant — streamed chat/reports/tips, ticker chips with weekly charts
• Events — progressive calendar, SEC filings and AI summaries
• Models — supported thinking/effort controls; recent-trade context

17 July 2026

• Past earnings — actual filing links and portfolio-wide earnings check
• Chat reports — portfolio brief/strategy check with follow-up conversation

16 July 2026

• Assistant — floating or side pane on every tab, live-view/action context
• Proactive comments — Off/Minimal/Active
• Explore — quoted smart search, streamed rows, state across tabs/reloads
• Benchmarks — instant toggles; itemized assistant context window

15 July 2026

• Unified phone-ready Settings — General/Strategy/Assistant/Data
• Interactive Brokers imports — CSV drop on empty value tile
• Charts — intraday short ranges, asset zoom, logarithmic Return and assistant-generated interactive plots
• Phone — assistant sheet, stable dialogs and removed iOS zoom traps

14 July 2026

• Providers — OpenAI/OpenRouter/Ollama/LM Studio, local detection/downloads; explicit connection before LLM use
• Manual assets — property/gold/collectibles, acquisition value compounded at chosen APY
• Data — reconciled Trezor exports, illustrated broker guides, account cash breakdown and folder CSV import
• Themes — Light/Dark/System; private browser sessions by default

13 July 2026

• Performance — annualized TWR/IRR, cumulative returns and flow-matched benchmarks
• Crypto — Kraken/Binance imports, staking, conversions and renames
• Assistant — portfolio context, insights, brief/news summaries, semantic filters, strategy profile/check
• Dashboard — income, events, trading activity, what-if/DCA/goal seek, daily P/L and insights

10 July 2026

• Initial dashboard — DEGIRO/Revolut CSVs, daily FX/splits, live prices, zoomable value history, sortable holdings/drawers, Explore, allocation/diversification, favourites, news and rule-based buy/hold/sell guidance