Compliance breakdown before you commit

New

Compliance breakdown on fund creation

A top-voted roadmap idea: before you create a fund, a table now summarizes every underlying holding by compliance status, with counts and percentages. You know exactly what you're getting before you click create.

Export filtered holdings to Excel

Any filtered fund's holdings list now has an Export button. Formatted xlsx, portable, auditable.

Improved

Trading 212 filters redesigned

The filters dialog now has proper tabs (BDS on one, Watermelon on another), toggles that do what they say, and clearer messaging about what's excluded and why.

Fixed

• The BDS checkbox in the Trading 212 dialog now actually enables the filter. It didn't before
• UMMA's chart treated a quarterly-updating fund as daily. Reconstitutions now land on the right dates
• PIO was missing FERG prices on 27 zero-volume trading days. Backfilled with the previous close, which is standard practice
• SMH's filtered chart looked too good to be true, so we checked: the gap is real. The fund historically held 6 non-compliant stocks at 15% weight; today it's 1 at 5%