Changelog

Closed beta draft — version 2026-07-20

2026-07-21 — Phase C public tools

  • Public cached fund look-through pages at /tools/fund/{ticker}.
  • Public ETF overlap pages at /tools/etf-overlap/{a}-vs-{b} with curated index pairs.
  • Sitemap, canonical/OG/schema metadata, methodology page, email capture, and lifecycle mail preferences.

2026-07-21 — Phase B wealth depth

  • Holdings CSV import, exposure filters, concentration, targets/drift, alerts, exposure history snapshots.
  • What Moved Me freshness labels; fund-data SLOs on the admin pipeline screen.

2026-07-20 — Phase A foundations

  • Email verification, 2FA, legal pages, export/delete, pipeline jobs, demo portfolio, first-party analytics.