Fund creation is back
December 31, 2025
New
Fund creation re-enabled
Paused in April over bad upstream holdings data, back on now. If the latest holdings data fails validation, we fall back to the last known good snapshot instead of writing garbage into your fund.
Improved
Holdings data, proxied and validated
Our FinSheets calls now run through a Cloudflare worker with centralized validation, so a single malformed response can't cascade into bad data across the app.
Average cost per share in exports
Requested by a user managing his portfolio across tools: the holdings export now has an Avg Cost Per Share column right after Shares.