Post-rebrand polish
August 31, 2024
Improved
Cleaner first-fund flow
The "create my first fund" button now actually drops you on the fund creation screen, and getting from a fund detail page back to search is one click instead of three.
Holdings table
Sortable columns everywhere, an unrealized P/L % column inside each fund (not just the dashboard), and faster charts thanks to caching your filter preferences for 24 hours.
Fixed
- Recurring buys with a start date like the 6th were getting scheduled for the 28th or the next month. Every frequency (daily, weekly, monthly) now honors the date you picked
- Portfolio values could drift from what Alpaca actually had. We now pull the freshest order status directly instead of trusting a local cache