Rebalancing, redone
October 31, 2024
Improved
Rebalancing rewritten
Splitting an investment across a filtered fund's holdings could leave orders below the minimum order size. The new logic makes every order meet the minimum and invests your full amount.
Better data providers
Halal compliance status now comes from Zoya, and ETF holdings from FinSheets. More accurate, more comprehensive, fewer edge cases. You shouldn't notice anything except the data being better.
Fixed
- One user fully liquidated a fund and saw an unrealized profit of 42,640,233,010,740.38%. Near-zero leftover positions with a non-zero cost basis were tripping the math; they're filtered out now, and fully liquidated portfolios read as zero
- Saving new filter preferences on a fund now refreshes the chart