Better projections and rebalance emails
March 31, 2026
Improved
Projected returns use the fund's real age
The estimate used a one-size-fits-all lookback, which implied a confidence a month-old fund hadn't earned. Projections now use the fund's actual age, capped at four years. Same data, honest window.
Rebalance emails redesigned
The monthly rebalance email now leads with what was bought, what was sold, and the net effect on your allocation, instead of burying them.