Meet the Academy: our learning hub — formerly “Learning
Lab” — is now the Academy, and it grew. A
beginner wave added 8 foundational guides (what a dividend is,
what an ETF is, how to start dividend investing, stocks vs. ETFs vs. mutual
funds, brokerage accounts 101, how to read an ETF page, whether you can live off
dividends, and common beginner mistakes), bringing the library to
95 articles. A new flagship
Distribution Safety Score
methodology page lays out exactly how the score is built — and how well it
has held up in backtesting — and the homepage and footer now surface the
Academy so it’s easier to find.
Cash Reserve, Now Readable: the Dashboard’s
Cash Reserve trend was rebuilt from an axis-less line that dove
off-screen into a clean month-by-month bar chart with dollar
gridlines, month labels, and dashed goal and average overlays. A new
“Break down bars by” option splits each bar by
portfolio or by where the cash is held, turning
off Include margin debit now excludes the margin balance across the
entire history (not just today’s point), and a hint nudges you to set a goal
amount when you’ve chosen a goal mode but left the target at zero.
Steadier Brokerage Connections: after a report of a sold position lingering
past a reconnect, we hardened brokerage syncs. Dividend Vision now detects when a
broker returns stale, pre-outage holdings and flags data more
than five days old instead of saving it as a fresh sync, the daily audit
proactively flags a silently-broken connection even when the
broker’s error webhook never arrives, and “sign in
again” alerts always send so a broken link can’t go unnoticed
for days. We also added Citi, PNC,
US Bank, TIAA, Edward Jones,
and Transamerica to the brokers we recognize for SnapTrade
connections.
Your Data Is Safe: when a portfolio can’t load because the server is
briefly unreachable, the Dashboard and
Holdings pages now show a clear “your data
is safe — try again” banner with a working Retry button
instead of dropping to the same empty screen a brand-new user sees, so a transient
network blip no longer reads as “your data is gone.”
Richer Draft Holdings: the
fantasy-draft holdings table now shows
dividends received, total return, and
price return for each position — dividend-adjusted and
measured since you drafted it — plus a Shares column so you
can see the share count behind every allocation.
Friendlier Imports & Exports: portfolio CSV upload now accepts
value-only files (a dollar-value column with no share counts), so
our own Bargains & Baggage
export re-imports cleanly. Every CSV and calendar .ics export now
carries a name-and-date provenance header (never a dollar figure,
so it stays stealth-safe), and the transactions export is finally dated.
Optional Portfolio Insights: a new Portfolio Insights widget
states, in plain language, where your value and income concentrate — e.g.
“Half your dividend income comes from 2 of your 4 income-paying
holdings” — drawn from the same concentration math as the Risk
Snapshot. It’s off by default; add it any time from Customize → Add
widget on the Dashboard.
Dashboard Polish: fixed phone-only bugs where wide widget tables (Upcoming
Distributions, Ex-Dividend Dates) clipped their right-hand columns and widget
titles hid under the drag and gear handles, and silenced a harmless
401 the Market and Sector ETFs widgets logged for signed-out
visitors.
Calendar on Phones: the Dividend Calendar now
defaults to its agenda (list) view on narrow screens, where the
seven-column month grid left too little room to read each day — your
explicit choice always wins and is remembered.
Faster Assets & Academy Pages: the Screener
suite (and its multi-megabyte catalog) now loads only when you open the Screener
tab instead of on every Assets view, and the Academy pages
picked up mobile speed fixes — right-sized WebP banners, an earlier content
reveal, and a lighter data client.
Data Accuracy: a Distribution Safety Score no longer appears on
funds that pay nothing by design (e.g.
XDIV and
XBOX); we corrected inception dates for
QDTE,
XDTE, and
RDTE, filled hundreds more blank ETF
inception dates from fund fundamentals, recategorized
NLCP as a REIT, and set the correct
asset class on BWQG and
MDCR.
More Head-to-Head Comparisons: we published a large batch of new
Compare pages seeded from real search demand, so
more of the fund match-ups people actually look for now open straight into a
side-by-side.
Ticker Coverage: added TY,
BTCFX,
FUSD, and batches including ALLT, AVNW,
RBBN, LITC, LRCC, TMGN, MIC, NVVE, and KWH, alongside a new Burke Wealth
Management issuer.
Faster Everywhere: a sitewide performance sweep took the homepage's
mobile Lighthouse score from the low 50s toward 80+, then rolled the same
wins across the rest of the site. Heavy hero and infographic images (some
multi-megabyte PNGs) were converted to responsive WebP,
Firebase and its reCAPTCHA App Check no longer load on pages that don't
need them (the hidden auth iframe is off the critical path), the chat
bundle preloads only after the page settles, and duplicate
ticker-index.json fetches on the home and
News pages were de-duplicated. On
Compare pages we also stopped the layout
jump as the ad banner loads — banners now reserve their slot and
ship as far smaller images — so the page settles in one clean
pass. The net effect: pages paint noticeably quicker, especially on
mobile.
Clearer Fund Comparisons: side-by-side
Compare pages now lead with the takeaway
instead of the data. A “Bottom line”
decision box under the hero spells out choose one if…
vs. choose the other if…, and a skimmable
“Who should choose each?” section lays out
who each fund actually fits. The copy is generated per pair from
attributes we already track — strategy, yield, expense ratio,
beta, and asset class — so it’s bespoke to the two funds
(and says so honestly when they’re “nearly
interchangeable”), with a no-free-lunch caveat when a high-yield
option- or crypto-income fund is set against a plainer peer. The
closing call-to-action now names the free 7-day trial explicitly. See
it on SCHD vs VOO.
Sharper Ticker Charts: brand-new funds no longer freeze their
price chart on a lone
pre-inception placeholder bar (the ~$25 anchor that appeared before a
fund's first real session). A watchdog now re-pulls a young fund's
end-of-day history when its latest bar goes stale and drops the phantom
anchor, with a nightly detector so the freeze can't silently return.
New Funds Surface Faster: freshly-listed ETFs were staying invisible on
the New ETFs screener whenever their
inception date was blank — which was true for a large share of the
catalog. Onboarding now fills a fund's inception from its first trading
session, and a backfill pass filled the gaps, so new launches show up on
the New ETFs screener right away.
Steadier Brokerage Imports: fixed a holdings cap that could silently
drop positions and inflate the Cash KPI on large
direct-indexing accounts (e.g. Wealthfront, which can hold hundreds of
individual stock lots in one account). Positions beyond the cap now roll
into the Untracked KPI with a clear
“max holdings exceeded” marker instead of vanishing into
phantom settled cash.
Smarter Toolbar Search: name and issuer matches no longer get buried
under substring noise. Searching “intel” now surfaces
GPT (Intelligent Alpha Atlas)
and INTC ahead of the dozens of
funds that merely mention “intelligence” deep in their name,
and issuer results list their tickers again.
Ask DV Draft Polish: the Ask DV
fantasy-draft assistant now captions each table with the baseline it
measures from — the leaderboard's Total Return is
measured from each drafter's locked-in buy price, while
Today's Movers is the day change versus the prior
close — so a green mover next to a red return no longer reads as a
contradiction on draft day.
Plain-English Tag Pages: our tag hub pages
now spell out obscure acronyms right in the subtitle — a page
tagged LNG reads “… tagged
‘LNG’ (Liquefied Natural Gas),” and the same goes for
tags like 0DTE, CLO, and VIX — while household terms (ETF,
S&P 500) stay bare.
Ticker Coverage: added a wave of leveraged single-stock,
structured-buffer, and thematic funds anchored by a new
Corgi Strategies
issuer (OWN, WEBX, WX,
QJL, RKX), Tradr 2x daily ETFs
(QNTU, RMBX, TSEU),
PGIM's PQX S&P 500 Quarterly Buffer, Kurv's
LCTO Large-Cap TaxOptimized ETF,
GraniteShares leveraged names (BBUL,
PUL), and SVAC. We also enriched
ARKE with its ARK DIET Q3 Buffer
fund data, tagged Cheniere (LNG),
and corrected the WRTH
distribution frequency (Monthly → Quarterly).
June
Sector ETFs on Your Dashboard: the Dashboard gained a
Sector ETFs heatmap widget that shows how the major sector funds
are moving at a glance, backed by an intraday data pool. It defaults to a
half-width card on a 5D timeframe, adds a 1W
chart range, and links into a ready-made Sector ETFs popular
comparison so you can drill from the heatmap straight into a side-by-side.
Risks, Now Exposure-Aware: the Risks page and the
Dashboard Risk Snapshot were reworked so every risk now tells you
how much of your portfolio it touches. Each card carries an
exposure chip that self-labels its unit (“X% of portfolio”
or “X% of income”), headlines are value- and income-weighted
instead of raw counts, and risk chips open a clickable explainer
popover. The risk donuts were reweighted to match the headline pill and
their crowded labels de-collided into clean, spaced columns.
Ask DV Draft Assistant: Ask DV gained a
fantasy-draft pick assistant and now surfaces site-wide
Distribution Safety Scores directly in chat. Draft plans render
clickable tickers, sync to your watchlist, and auto-tune their
depth, with finer-grained region-qualified equity exposure in the plan and
free-user recommendation queries routed to the live
Screener plus a Pro-badged Ask DV row.
Distribution Safety Score, Retuned for High Yield: the
Distribution Safety Score was reworked for high-yield option-income
funds — it now enforces ongoing eligibility (penalizing skipped distributions),
relaxes a noisy trend gate, adds a regime-confidence ceiling for young funds, and
fixes a phantom “falling payout” flag on quarterly payers like
SCHD.
Sharper Public Sharing: Enable public sharing is now a true
master switch over all of your public portfolios, the public-profile UI was
reworked into a collapsible section with a clearer sharing toggle and save flow,
and the toggle hint copy now links straight to the Portfolios tab so it's obvious
what gets shared.
Forecast Goal Markers: the Forecast page now
keeps a persistent “Goal reached” marker on the chart
with clearer goal- and withdrawal-phase copy, and the “meet goal
fastest” optimizer was fixed to redirect to sensible targets and
never hand back a worse plan.
Volume on the Chart: ticker price charts
gained an optional volume overlay (toggle sits beside the Avg-cost
control), styled in neutral slate for both themes, and the dividend payout chart's
hover tooltip now includes the % yield for each payment.
Bigger Watchlists & DRIP Picker: the watchlist limit was raised to
250 with the count and any overage surfaced inline, and the
Forecast page's “Assets in my
watchlist” DRIP path gained a saved-watchlist picker so you
can forecast against any list you've saved.
Smoother Transactions & Dividends: the Transactions panel now opens on
all activity instead of only “Yesterday,” the
portfolios Dividends tab dropped its heavy black card wrapper, and
your subscription renewal date now appears on your account.
Data Accuracy & Coverage: corrected several fund details — the
Kurv ETF names and TSLP expense ratio, CAGE (Annual frequency,
0.74% expense ratio), and the GPTY
inception date — ran a distribution-frequency audit that fixed mislabeled
cadence on funds like ALLW and XHE, fixed a false “Limited data —
no track record” flag on long-history funds, and corrected Yahoo
logos on tickers whose website is a Yahoo Finance URL (e.g.
DLR).
Discover Related Funds: Ticker pages gained two new ways to explore
sideways. A Similar funds rail surfaces the funds most like
the one you're viewing (logo, symbol, name, yield, and a short “why”
chip), and a new “<ticker> exposure” section
flips the holdings relationship around — it lists the income funds written
on a stock (single-stock covered-call and leveraged funds) and the ETFs
that hold it as a top-10 position, with each fund's weight. We also
tightened the Similar-funds quality floor so only genuinely close matches show.
See Your Cost Basis on the Chart: the
ticker price chart can now overlay your
average cost as a dashed line with a “12sh @ 34.61”
label, and a collection that holds the ticker across multiple portfolios gets a
Blended / Per-portfolio toggle. The Portfolio Breakdown card
adds an Avg Cost column, configurable columns, and gain/loss,
and a new Avg Cost stat appears in the Financial Data card whenever your upload
carries cost-basis and share data.
Compare, Risk-Aware: the Compare returns table
gained Sharpe, Sortino, and
max-drawdown columns, each with its own per-column help popover,
and we published a fresh batch of GraniteShares YieldBOOST vs.
underlying comparison pages.
Dashboard Breakdown & Bargains: the Dashboard
Portfolio Breakdown picked up Gain/Loss, Total
Return, and % of Collection columns, while
Bargains & Baggage added a
“Bargains below cost” filter and a
“Baggage: only below cost basis” toggle so you can
focus on the positions actually underwater.
Help & Search Polish: the Help & FAQ page added
one-click popular-search chips and new articles covering
export to CSV, dark mode, and how to read beta ranges.
You can now double-click the light bulb to jump straight to Help,
toolbar search pins /help for help/FAQ queries and is
apostrophe-insensitive for “What's New,” and the search box now draws
its placeholder examples from the live Popular leaderboard.
Data Accuracy: corrected an understated Distribution Rate for
daily-paying funds (e.g.
SATA), excluded future declared
ex-dates from dividend history, added an afternoon dividend catch-up
pass to close same-day ex-date lag, fixed the
SLVO issuer (UBS Asset Management), and
dropped implausibly large beta values for daily-payer and
fixed-income tickers — with new sanity checks and a CI guard so bad betas
can't silently ship again.
Ticker Coverage: added ADDS,
GSJY (Goldman Sachs ActiveBeta Japan Equity ETF),
HELP, BKLG, SPAX,
SSPC, and WELD.
DRIP, End to End: dividend reinvestment is now wired through the whole
workflow. Mark holdings for reinvestment with an optional DRIP
column in your CSV import, and the
Forecast page's
“% reinvested” slider seeds itself from those
holdings. The nightly compounding job now reinvests on each fund's
pay date (the industry standard), and the Invested and
Yield-on-Cost help text explains how reinvested dividends factor into each
figure. Reinvestment is gated by plan tier, so frozen or unentitled
portfolios stop compounding.
Ticker Coverage: added ACOM (Harbor Active Commodity ETF),
GPT (Intelligent Alpha Atlas, with a new Intelligent
Alpha issuer), plus FHIL, NVPS, MKTW, NUDG, and THNQ. We also recorded the
WPAY
→ TOPW
rename so the old symbol links straight through to its new ticker page.
Watchlist Upgrades: an editable Watchlist name card with a
saved-list selector lets you name and switch between your saved watchlists right
in place, curated watchlist cards are now clickable with titles
that link through to their page, and a new Screener
bulk action lets you row-select tickers and add them straight to a watchlist from
a Watchlist menu.
Screener, More Powerful: a new sortable Popular column pins
right after Watchlist on every preset, a Price Trend filter joins
the Performance panel, and a My / DV screens toggle with
save-current-screen lets you keep your own saved screens alongside the built-in
ones. The portfolio-dot and watchlist-star column headers are now click-to-sort,
and a Dividend Trend filter fix makes the screener match each ticker page's trend.
Popular Tickers & Issuers: the Popular tab's leaderboard
charts were rebuilt as site cards with clickable tickers and issuers, a per-issuer
"share of leaderboard" view, and a new "#N on Popular Issuers"
pill on issuer detail pages. Pro members can open the full underlying data.
Notable Events on Ticker Pages: ticker pages gained a Notable
Events card that automatically flags distribution-frequency and
expense-ratio changes, marks a fund Delisted on a rename
(and links through to the renamed ticker), uses asset-type-aware wording, and can
cite a source link for each event.
Clearer Yield Labeling: ticker pages now distinguish a forward
Distribution Rate from a new Trailing 12-Mo Yield
row, with an inline note explaining why the trailing figure can read high or low
after a fund changes its payout cadence.
Forecast Phase Tabs: the Forecast page
replaced the reinvest before/after-goal toggle with clearer phase
tabs (site-blue active state and a "reinvested" caption), and a new
nightly job applies DRIP compounding to holdings you've opted into
reinvestment.
Color-Blind Safe Charts: a new color-blind safe chart palette
with reference dash patterns now extends across Analyze charts, KPIs, holdings, and
compare tables, and price / total-return lines render solid for easier reading.
Holiday Modes & Settings: the gear menu's "Fun Modes" became
Holiday Modes with a side fly-out, the
Analyze ⋯ menu gained a Reset all
settings action (with confirmation), and the site-alert banner and
watchlist name card are now centered. We also fixed tag-highlight selections not
lighting up matching table rows, the Analyze chart type snapping back to a donut
after deleting a card, and a Declared badge overlapping the Previous column in the
News dividend table.
Data Accuracy: the Dividend Calendar's Forward Yield now matches
the Dashboard KPI, end-of-day history no longer serves phantom forward-fill bars
after a fund delists, and a root-cause fix corrects funds that were showing
$0.00 dividends.
Ticker Coverage: a wave of thematic and leveraged single-stock funds, anchored by
a new Cybersecurity tag applied across 15 names — plus
cannabis (WEED, CNBS), gaming & esports (BETZ, NERD, GAMR), space (SPCX, SPCL),
and PALL (palladium) — alongside dozens of leveraged
single-stock ETFs and curated additions (ACGO, ACTG, CRPT, ITRN, ESK, PC, VTSI). A
new blog post covers the
2026 space ETF boom and the SpaceX
IPO. Connecting a brokerage now lists Warrants as an
unsupported asset type so unrecognized positions are explained rather than silently
dropped.
Screener Redesign: the Screener moved its
filters into a left rail with pop-out panels so the results
table gets the full width, and a new results stats line shows
how many funds match as you filter. Pop-out panels layer cleanly above the
table, the rail sizes correctly on every breakpoint, and deleted portfolios no
longer linger in the portfolio filter.
Faster First Paint: public pages now reveal as the HTML parses
instead of waiting for every script, eliminating the 4–6 second blank
screen iOS Safari users could hit when navigating between pages.
Ask DV, Better Grounded: chat answers now always link to the ticker's
page when a symbol comes up, resolve Sharpe and
Sortino from the shared backtest cache on any page (so the
numbers match what you see elsewhere), and add caveats around extreme Sortino
readings and hypothetical scenarios so the math stays honest.
Look Up Any Quote: new Help & FAQ guidance walks you
through pulling a ticker's ~20-minute delayed quote straight from
search, and ticker pages now recover gracefully when a
quote stub loads before sign-in resolves, instead of getting stuck on a
placeholder.
Steadier Brokerage Imports: first-time imports no longer mis-resolve
bank-sweep cash to a ticker (E*TRADE), and a fix stops valid
positions like MSD, HQL, and THQ from being silently dropped as
unrecognized. Verification emails were also rerouted for reliable delivery, with
delay-aware copy on re-sends.
Ticker Coverage: added SPCX (with a one-off intraday feed for
its IPO session), QVOL, ARKVX,
BTQ, and a batch of international names (ANZFF, GLNCY, ILKAF,
LYSDY, NGLOY, SIEGY).
Forecast Swap Suggestions: the
Forecast page can now suggest
swaps to help you reach your income goal — sell a holding that's
dragging your durable-income date out and buy a vetted replacement. The Pro-gated
panel lets you preview swaps right in the forecast without touching
your real portfolio; a persistent "previewing hypothetical swaps" banner and a
one-click "Reset forecast to my real portfolio" mean you can never get stuck.
Guardrails only recommend funds with a verified track record that actually pull your
sustainable-income date earlier, so it won't chase a phantom 40–70%
headline yield — and an optional Suggest with AI mode picks
from the same vetted shortlist, so it can never invent a ticker.
Declining Dividend Risk: a new risk on the
Risks page flags holdings whose trailing-12-month
payout per share has fallen year-over-year. A dual gate — both the annual total
and the per-payment average must be down — keeps a quarterly-to-monthly
cadence switch from reading as a cut, and findings group into DANGER / YIKES /
HEADS UP tiers tuned to your sensitivity preset. Option-income funds get a
tag-aware note so expected distribution variability reads as informed signal.
Featured Dividend Announcements: issuer-declared payouts for the community's
most-held funds now pin to the top of the
News Dividend Announcements feed with an accent star tile,
mirroring the Ticker of the Day treatment. Collapsed rows surface a green
Declared badge and a raise/cut chip showing the percentage change
versus the prior distribution, so a hike or trim is obvious at a glance.
Sturdier Brokerage Reconnects: when a brokerage connection is revoked,
reconnecting now heals your existing portfolios onto the new
connection instead of leaving duplicates and stale "reconnect" banners
behind. You're also notified immediately — with a reconnect action
— the moment a connection breaks, rather than only discovering it from a profile
banner on your next visit.
Dividend Calendar Polish: a sweep of accuracy and accessibility fixes on the
Dividend Calendar. Funds that don't publish a cadence
no longer fabricate a phantom monthly series, Bi-Monthly now steps correctly, and ICS
exports are calendar-app compliant. Day and week cells are keyboard-navigable buttons,
contextual help moved into proper popovers, empty states are framed with
connect-a-portfolio guidance, and Stealth mode no longer blanks the calendar's yield
percentages and event counts along with the dollar figures.
Smarter Distribution Detection: a nightly integrity check now catches
monthly-to-weekly distribution accelerations at the third weekly
payment instead of months later, so a fund that speeds up its payouts is reflected
quickly — AIPI, CEPI, and
FEPI are now correctly marked Weekly.
Ask DV Grounding: watchlist and comparison answers are now grounded in real tool
data. Ask DV reads your entire watchlist (not just the first 20 tickers), and
a "compare X vs Y" reply now includes the actual numbers inline instead of a bare
"I've loaded both into the compare view."
Polish & Onboarding: scrollable dashboard widgets (Risk Snapshot, Upcoming
Distributions, Ex-Dividend, Top Movers, Top Holdings, Dividend Payday) gained
auto-hide scrollbars so long lists scroll cleanly instead of clipping;
the first time you open each portfolio section (Holdings, Calendar, Forecast, Analyze)
a one-time tip explains the view, with dismissals synced across your devices; and the
Features page's Discovery and Portfolio sections were rebuilt as
bento layouts that lead with the Comparator and Risk Assessment cards.
Ticker Coverage: added MSOX (with a new Cannabis
tag), NEBX, TSMX, and SRXH, curated
brokerage-held names (ALAI, BKGI, BOTT, EEMA, ASRT, BLZE, EH, ELDN), and added
Alger, BNY Mellon, and Themes as
new issuers. A broad issuer-coverage pass also filled in issuers across BDCs, REITs,
MLPs, and CEFs so more funds now link through to a real issuer page.
Risk Metrics, Front and Center: a new Risk Metrics
widget brings Beta, Volatility,
Sharpe, and Sortino to your
Dashboard as color-zoned gauge dials, so you
can read your portfolio's risk profile at a glance. The tracks are
tri-colored and direction-aware — lower is better for Beta and
Volatility, higher is better for Sharpe and Sortino — and each
metric has its own on/off toggle (Volatility is off by default). The
gauges also appear on the combined Overview card with
a value-weighted portfolio Beta, and the Income preset now surfaces
Risk Metrics ahead of Bargains & Baggage.
Sharpe & Sortino for Everyone: the
Sharpe and Sortino ratio KPIs are
now rolled out to all users, with a loading state, per-tab result
cache, and an in-app FAQ that explains what each ratio measures and
how to read it.
Beta Everywhere: Beta now shows up across the site — on
ETF and CEF ticker pages when a value exists, as a
chartable metric on the Analyze page, and as
a dedicated Beta volatility risk card on the
Risks view. A nightly job computes Beta
versus SPY from stored end-of-day history and records a value-weighted
portfolio Beta in your daily snapshots, with cash-like funds correctly
reported as near-zero Beta.
Risk Metric Help & Ask DV: new FAQ entries cover
Beta methodology, the difference between
Beta and Volatility (systematic vs. total risk), and
Beta volatility thresholds for interpreting your number. Ask DV now
answers "what is beta" and "what is my portfolio's
beta," and can field follow-up questions about improving your
Sharpe, Sortino, or Beta.
Income Breakdown, Actual Received: the portfolio
Breakdown now shows actual dividends
received rather than a forward projection, with
drag-and-drop column reordering on the header,
configurable columns, a clearly labeled Received column that shows
$0.00 instead of a dash, and abbreviated headers to cut
horizontal scroll. The Received column appears for brokerage
portfolios even before the first full sync completes.
Live Prices: ticker Portfolio Breakdown cards now
show today's live move (~20-minute delay) instead of yesterday's
end-of-day close, and crypto ticker prices now update live 24/7 across
every coin.
Holdings & Overview: an empty Holdings grid now surfaces a clear
call-to-action instead of a blank table, and a combined
Overview is reachable from the brand logo and a new
"All portfolios" pill.
Communications Preferences: a new Communications tab
under Profile lets you opt in or out of platform
updates, surveys, and portfolio summary emails. Notification history
cards are now clickable straight through to their destination, and the
dividend calendar's date-basis and heatmap toggles now sync across your
devices.
Chart Fixes: the monthly-average line on the received-dividends chart
is now derived from your actual received bars instead of an inflated
projection, and switching portfolios no longer leaves the prior
portfolio's monthly-average line and top earners on the chart.
Data Accuracy: tightened the expense-ratio cross-check to a 10 bp
absolute floor, fixed a SnapTrade dividend/transaction date off-by-one
around the US market day, and resolved a cash double-count from sweep
funds that was destabilizing TTM yield.
Ticker Coverage: onboarded user-reported tickers including
GMRE, TDVI, RSSB, OVLH, FZEXX, FSPXX, added
FTBI, NTSD, SMCX, SNDU, TEMT, NXPL, VUZI and a further
batch (AMDL, AMKL, AVGX, CRDU, LABX, MUU, AOD, IGA, AVK, CLDT, KULR),
plus a new Voya issuer and refreshed HALX fund
details.
Polish & Fixes: reframed the keyboard-shortcuts modal so it's no
longer a confusing dead-end, fixed radial dashboard widget labels being
cut off and overlapping value labels on the Compare Dist. Freq. / AUM
chart, stopped saved dashboard layouts from repainting only after a
manual refresh (and widgets from vanishing on logout), limited the Pro
trial banner to its final three days, and cleaned up subscription
status so a re-subscribe no longer shows a stale "Cancelled" state.
May
Notification History: a new Notifications view under
Profile keeps a running history of your alerts, so
a toast you missed is never gone for good. Bargain & Baggage and
data-revision notifications now read more cleanly — one portfolio per
line, and a clickable "+N more" expands the full list.
Safer Broker Reconnects: reconnecting a brokerage now confirms before
overwriting when the detected broker changes, so a rotated account ID can
no longer silently rebind or duplicate one of your portfolios.
Disconnected accounts are kept as read-only snapshots instead of
vanishing, and a toast prompts you to reload after a background sync
finishes. We also fixed SnapTrade dropping late or back-dated
transactions, the guest-only flash signed-in users could briefly see on
load, and a raw portfolio ID leaking into the collection Transactions
table.
Ticker Chart Tools: the ticker price chart gained the same toolkit as
Compare — drag to resize, share, export to PNG, a cursor-aware
tooltip, freeze, and keyboard shortcuts (Ctrl+S /
Ctrl+D). Newly listed tickers now show a tidy
"newly listed" note instead of a "no history" placeholder, a lone
end-of-day bar renders as a single marker tick, and the News page picks
up the latest YieldMax four-ETF closure.
Cleaner Controls: the News auto-refresh control is now a clear on/off
toggle switch rather than a checkbox, the Compare chart controls reflow
into two paired rows, and the Price/Total toggle no longer overlaps the
share and download buttons.
Mutual Funds Now Supported: mutual funds are now first-class
assets on Dividend Vision, with 500+ funds covered
— including major share classes from Vanguard, Fidelity,
American Funds, Schwab, and more. Every fund is tagged with its
asset class (Equity, Fixed Income, or Real Estate), so screening,
allocation breakdowns, and portfolio risk treat them like any other
holding. When you connect a brokerage or upload a CSV, mutual fund
positions are now recognized instead of skipped — see the
refreshed Supported Asset Types table on the
Portfolios page.
Total Return Everywhere: Total Return is now a
first-class metric across the site. The
Compare page defaults the TR column on
and the TR chart line on (with Price off by default), the TR column
tracks the chart's range buttons so a 1Y range shows 1Y TR, and the
inline TR settings (reinvest dividends, expense drag) sit directly
below the Price/Total Return toggle so you can tweak them without
digging into a menu. The Screener
gained a Total Return column with its own settings disclosure,
inline controls styled to match the issuers page, viewport-based
queueing, and a concurrency cap so big screens stay responsive
while TR cells fill in.
Compare Polish: chart tooltips now anchor above the lines instead
of covering them, the sticky snap-start keeps the active row pinned
while you scroll, the legend links back to each ticker, and the
tooltip shows price alongside the reference-ticker controls.
Searching "SCHD vs JEPQ" (or any
X vs Y) from any of the three search inputs now
routes straight to the live Compare app at
/compare/<a>-vs-<b> rather than a static
SEO page.
Screener Performance: rows now batch-render so the screener
paints quickly on first load instead of stalling, table headers
stay sticky as you scroll, and a small spacing fix puts breathing
room above the table card. Column toggles repaint the checkbox
immediately and defer the row re-render so the UI feels
instantaneous.
Manual Transactions: the add-transaction modal gained
ticker autocomplete and price autofill, no longer
fails when the Claude API is briefly down, and a
portfolioId gap that could mis-route a manual entry is
fixed. Background tx-sync jobs now auto-retry transient KMS
failures with 10 min / 1 hr / 6 hr backoff so a flaky key fetch
doesn't strand your sync.
Rounded Share Counts: share counts now round to 2 decimals in
both the Dividend Calendar and the
CSV import preview / portfolio builder, so fractional shares show
cleanly instead of trailing eight digits.
Footer Refresh: the site footer is restructured into
4 even columns for easier scanning, and the
Careers link has been removed.
Header & Menus: top-toolbar icon buttons gained hover
tooltips via title attributes, and Explore-menu items
render with uniform (non-bold) weight so the menu reads as a
single list.
Ticker Coverage Refresh: added NASA and
WQTM ETFs (with Tema added as a new issuer), filled
in Inception Date and WQTM Underlying, started curation scaffolds
for PTIR, WKHS, AIPO, EUV, TAOX, XRPN, AVX, and OKLL, re-archived
ORCC (now OBDC) and removed MRCC as
misclassified.
Full Crypto Coverage: cryptocurrencies are now first-class assets
on Dividend Vision. We track 19 major coins —
BTC, ETH, XRP, SOL, BNB, DOGE, ADA, TRX, AVAX, LINK, LTC, DOT, ATOM,
POL, XLM, plus stablecoins (USDC, USDT) and wrapped tokens (WBTC,
WETH). Prices and end-of-day history refresh nightly, and an
always-on warmer keeps ~20-minute delayed quotes fresh 24/7 (crypto
doesn't close, so neither does the cache). The header search now
pins a category hint when you type "crypto" — clicking it opens the
screener pre-filtered to all 19 coins, sortable like every other
asset class. Ask DV knows the roster too: "Do you support
Bitcoin?" / "Show me all cryptos" / "Compare BTC-USD vs ETH-USD"
all work. Stablecoins and wrapped tokens carry their own
Stablecoin and Wrapped tags so the
screener tag filter is meaningful for crypto. Dividend, expense,
AUM, and issuer fields don't apply to crypto and are hidden on
those ticker pages; the rest of the site (charts, watchlist,
compare, portfolio risk, screener) treats them as first-class
assets. This supersedes the May 2026 "Coming Soon" note further
down this page.
New Tools Menu: a Tools menu in the Portfolios
subnav now groups portfolio analysis tools in one place, starting
with two new dedicated pages:
Portfolio Overlap
— published as its own page so you can identify duplicate
holdings across your portfolios and ETFs, with the similarity
heatmap, overlapping-only filter, and KPI cards from the April
refresh.
Bargains &
Baggage — a new scanner that flags drawdowns and
pullbacks across your holdings over a selectable window,
classifies each by 1-year trend so you can tell a dip in an
uptrend (bargain) from a multi-quarter slide (baggage), adds
Logo and Issuer columns and a $ Chg (window) column, and
includes clickable KPI cards that filter the table, a Reset
filters button, an NFA pill above the title, and an optional
Pro AI Analysis panel (off by default). Ask DV can also
navigate you straight to either tool.
Bug Fixes: removed the stale "Videos coming soon." placeholder,
fixed a CSP violation on the calendar page, the Grid/Agenda toggle
doing nothing visible, Plaid background transaction sync hanging
on infrastructure errors, and several smaller layout polish
issues. Also fixed CSV/ICS exports and share buttons failing
silently, an invalid ticker page showing a placeholder "Asset
Type: ETF", the Assets page losing your selected ticker when you
returned to the Tickers tab, the Build page overwriting a saved
portfolio with the sample one, header-nav search noise and stale
ticker URLs, legal-policy PDF links being blocked by ad blockers,
and quiz answers leaking on the Fun and Learning pages. We also
refreshed the Connect page guidance for Fidelity and Schwab.
Accessibility: a sweep of fixes across the site — hidden
controls no longer land in the keyboard tab order, theme and
settings switches are properly tied to their visible labels, the
Ask DV drawer traps focus like a real dialog, and the News video
carousel gained slider and thumbnail labels for screen readers.
About Page: fixed cropped team headshots so everyone keeps their
heads on.
Light Mode: darkened the Ticker of the Day symbol and card text
so they read clearly against the lighter background.
Blog: published
Where Should You Store
Cash?, fixed blog audio playback so the embedded narration
loads reliably on every post, and surfaced Firestore-CMS blog
posts on /blog with pretty URLs and a dynamic
sitemap. Admin blog publishes now go live instantly via a new SSR
Cloud Function.
New Calculators: added an
Income Calculator that breaks
gross and net dividend income down across distribution periods,
and a Yield on Cost
Calculator that compounds a starting dividend by a growth rate
to show your rising effective yield over time. Every calculator
now clamps dollar inputs to zero or above so a stray negative
can't skew the math, and a new
Dividend Tracker page joins the
Tools menu.
Watchlists: fixed a bug where the default watchlist sync could
resurrect tickers you had removed, desaturated the watchlist star
icon in the subnav so it matches other tab icons, and KPI card
help icons (?) now stay visible on touch devices instead of
requiring a hover.
Ask DV: added a symbol lookup intent so phrases
like "Can't find symbol X" or "Look up X" route to the right
result, and fixed the "Open <TICKER> page" follow-up chip
not pre-selecting the ticker. "X vs Y" and "how does X compare to
Y" questions now go straight to a full comparison, the chat drawer
behaves as a proper dialog (no offscreen drift or duplicate close
button, and Escape closes it), Pro members see an "Open Ask DV"
button instead of upgrade prompts, and section titles read clearly
in dark mode.
Ticker Coverage: expanded coverage to include
NYSE ARCA and BATS listings by
default, added a profile for
LQID,
and shipped a new ticker-extras.json so dashboard
search covers the full EOD ticker universe. New profiles this
period include
CAGE,
HALX,
LOHA,
and six GraniteShares autocallable ETFs, plus new
Autocallable and Downside Protection
tags.
Ticker Pages: the dividend price chart adds a
1M range with an inline green bar fill, and stub
tickers now render their dividend chart when data is
available. Fundamentals now display on the ticker page,
ticker-extras data feeds the in-page ticker dropdown so you can
jump anywhere from the header, the Target Distribution row hides
itself when a fund hasn't published a target, and the legacy
"Limited research", "No research yet", and "Outside our coverage"
banners have been removed. We also fixed dividends being drawn as
buy markers on the price chart.
Crypto: crypto support is now clearly labeled
Coming Soon on the portfolios connect page, with
the FAQ noting that BTC and ETH are the only assets currently
tracked. Dividend payouts charts now hide themselves for
non-dividend assets like crypto instead of rendering empty.
Brokerage Notifications: Plaid and SnapTrade notifications are now
off by default, and a dedicated Notifications tab
in your profile lets you turn individual alerts back on.
Transactions: a new Refresh all button kicks off
a 2-year transaction re-sync (cooldown shortened from 24h to 1h),
ticker cells on the Transactions page are now clickable into ticker
detail, and we fixed Robinhood weekly-dividend transactions getting
mis-stamped as Buys on Refresh all. Also fixed the overlapping
"No transactions found" / "Loading transactions…" messages that
could appear together, and when a portfolio has no transactions at
all the filter bar, KPIs, and search box now stay hidden instead
of showing empty controls.
New User Onboarding: new accounts are now seeded with example
portfolios on first sign-in, and creating a portfolio from the
wizard now lands you on the dashboard rather than a blank page.
Portfolio Risks: a new Price Decline risk on
the Risks page flags holdings
trading below where they sat at the start of the lookback window.
The window tightens with your sensitivity preset — 3 months on
Strict, 6 months on Moderate, 1 year on Loose — and the risk can
be switched off from the Disable Risks list, with its details
expanding inline like the issuer risk.
Saved Portfolios: portfolios whose CSV format is no longer
parseable now offer a one-click delete prompt rather than blocking
your dashboard, and resolved tickers no longer linger in the
"unsupported" list after we add coverage. We also fixed deleted
portfolios resurrecting when you signed back in from a device that
still held a stale copy.
Profile Collections: collection cards on the profile page gained
Rename and Connect portfolios
controls, with the connect dropdown filtered to live cloud
portfolios only. Creating or deleting a collection now shows a
spinner toast instead of a silent pause.
Dashboard Customize: the widget Configure modal now shows a
live preview — change a chart's palette, metric,
or display option and the widget re-renders instantly, reverting
if you close without saving. Market widget cards
(SPY/QQQ/DIA/GLD/USO) can be drag-reordered like the KPI cards,
and destructive Customize-menu actions (Reset to preset, Switch
preset, Clear all widgets) are now grouped together and ask for
confirmation before discarding your layout.
Dashboard Widgets: the income and upcoming-dividends widgets
honor their declared display options, the risk-meter widget stacks
its title above a full-width meter, and the market KPI's intraday
sparkline now scales its width to elapsed session time so morning
charts don't look full.
Screenshot Import: a new Screenshot tab joins
Manual Entry and Upload Holdings when you add a portfolio. Pro
members can drag in an image of their portfolio — an allocation
pie chart, a broker positions list, a spreadsheet — and have it
read the tickers and any visible shares, dollar values, or
allocation percentages to pre-fill the Manual Entry table for
review. A percentages-only screenshot flips the form into
% Allocation mode so you just enter your total portfolio value.
Screenshots are processed in the moment and never stored.
Manual Portfolios: the dashboard now shows
Portfolio Value and Invested KPIs
for manual portfolios, not just brokerage-linked ones. Collection
breakdowns now include every collection portfolio even when
holdings haven't loaded yet.
Dashboard Top Movers: the Top Movers widget now ranks holdings by
actual dollar impact on your portfolio rather than
raw percent move, so you see what's really driving your day. The
widget now renders from end-of-day data immediately and silently
upgrades to delayed quotes when they land, with a skeleton during
the overlay and no more stuck "Loading latest prices…" when delayed
quotes return nothing usable.
Cross-Device Sync: portfolio colors, sort order, saved collections,
screener and watchlist column order, watchlist/holdings/compare
column visibility, and seven more UI preferences now sync through
Firestore so your customizations follow you across devices.
Easter-egg unlocks and dismissed banners sync too — dismiss
something on your phone and it stays dismissed on your desktop.
Dividend Calendar Overhaul: the calendar now pops out into its own
window — open it with the new pop-out button and dock it back when
you're done. Pop-out zoom controls (50–200%) let you scale the
grid to fit any screen and remember your preference between sessions.
Filter by issuer (funds only) and by asset type, with a clearer
multi-select frequency filter and a brighter green payout heatmap
you can toggle on or off. Agenda view hides the redundant detail
panel, the toggle is now labeled Calendar/Table with a help popover,
and the day-cell shading was retuned for easier scanning.
April
Ticker Coverage: Dividend Vision now tracks over
1,850 tickers across all asset types — including
550+ ETFs, 1,100+ stocks, and expanded coverage of
CEFs, BDCs, REITs, MLPs, preferred stocks, and more. New additions
include
QLD and
TECL.
Bug Fixes: fixed chart creation using the wrong tab when the income
tab is active, voice mode falsely extracting "show" as an issuer,
iPad double-tap and chart rendering issues, KPI and dashboard help
icons not revealing on hover on iPad, the Risk Aware preset card
overlap, dividend news table column alignment, and FAQ structured
data. Fixed SoFi and other OAuth brokerages showing false
"Reconnect Required" alerts, Robinhood transactions not loading
after connecting, cross-portfolio contamination when multiple
brokerages are linked, and smoother transaction sync with smarter
rate-limit handling.
Issuer Card Refresh: issuer pages feature enhanced card styling
with gradient backgrounds and accent glows, matching the ticker
detail card design.
Sentiment Gauge: ticker sentiment now uses a clearer 7-tier scale
from Strongly Negative to Strongly Positive, replacing the previous
Bearish / Bullish labels.
Light Mode Polish: progress bars, overlays, gradient buttons, and
fintech-background pages now render properly in light mode with
correct white backgrounds and styling.
Starter Portfolio: new users now land with a pre-built $50K
portfolio of 10 popular dividend ETFs — including
SPYI,
JEPQ,
SCHD, and more —
so you can explore analysis features right away.
Coming Soon ETFs: the News page now features a "Coming Soon"
section previewing upcoming ETF launches so you can track new
funds before they hit the market.
Portfolio Switching: switching between saved portfolios now shows
a sleek top progress bar instead of a full-page overlay.
Compare Page: AI analysis sections now have a show-more / show-less
toggle, and the Objective column supports click-to-expand popups
for long descriptions.
KPI Formatting: all KPI cards across the site now use a shared
formatting utility for consistent numbers, help popovers, and
dark-mode shading — including the Portfolio Dashboard.
Treemap Colors: a new color dropdown on the Portfolios analysis
page lets you switch treemap color schemes, including yield-based
coloring.
Portfolio Overlap: the Overlapping Positions page now includes a
similarity heatmap showing how your portfolios relate, an
overlapping-only filter toggle, KPI cards with help popovers and
drag-and-drop reorder, and polished styling that matches the
Analyze page.
Ask DV Upgrades: Ask DV can now analyze your portfolio on demand,
display structured portfolio cards in responses, and show thumbs-up /
thumbs-down feedback buttons so you can rate every answer. Follow-up
chip suggestions are now personalized to your current page and
portfolio state, preserve issuer and theme context between prompts,
and persist across panel reopens and page navigation. An hourly
usage meter warns when you're approaching your plan limit.
Screener queries are more accurate with hallucination correction
guardrails, and voice commands now support removing tickers from
comparisons. Ask DV also gained dashboard customization tools (Phase 1) —
ask it to swap presets, add widgets, or rearrange your layout.
Financial terminology is standardized across the UI and chat responses.
Dashboard Presets: replaced the Income Focus and Collection View
presets with a new Growth preset, joining the
existing Risk Aware and Income presets so you can
jump-start the dashboard with a layout that matches how you invest.
Dashboard Customization: the Portfolio Dashboard is now fully
customizable. Drag and drop widgets across a 2D grid layout, stack
widgets into shared columns, drag-reorder stack members, and resize
widgets across rows with cross-row drag and extract-from-stack
support. Chart widgets (donut, radial, bubble, pareto, yield buckets,
income chart) gained palette, metric, show-as, and display-interval
options that match the Analyze page. The new Risk Snapshot widget
mirrors the Analyze-page risk meter, with multiple metrics
propagating into an overall severity gauge. Saved layouts persist
per user via Firestore.
March
Ticker Coverage: Dividend Vision now tracks over
1,850 tickers across all asset types — including
550+ ETFs, stocks, CEFs, BDCs, REITs, MLPs, and more.
Added AI-generated summaries across the ETF catalog and renamed
JPMO to JPO
to match the official ticker change.
Bug Fixes: resolved flash-of-unstyled-content on the nav chat icon,
sign-in button, and issuers container. Fixed portfolio refresh getting
stuck on a loading overlay, the portfolio pill menu not closing when
the profile menu opens, Ask DV audio readback on iPad, stale portfolios
lingering in the recent list, and margin risk displaying with no
portfolio data.
Security & Accessibility: hardened content security policies across the
site and improved screen reader support and keyboard navigation in
frontend components.
Profile & Safety: improved username validation with clearer error messages
and character hints, and user-generated names are now screened for
inappropriate content.
Billing Notifications: payment failures now trigger clear in-app
notifications so you never miss a billing issue.
Search Help: added FAQ content documenting the three search types
(ticker, keyword, and AUM) so you know exactly how to find what you need.
Dividend News: fixed YieldMax ETFs missing Previous and Diff columns
in the dividend news feed.
Ask DV Easter Eggs: try being rude to Ask DV and see what happens —
the chatbot now has a sense of humor.
Tables: standardized all tables across the site to a consistent format
for a cleaner, more readable experience.
Issuer Discovery: the "Issuers in play" section is now more prominent
on the asset finder sidebar, with larger text and direct links to each
issuer's page.
Watchlist Improvements: the watchlist save dialog has been overhauled with
a polished custom modal replacing the old browser prompt. Saved watchlist
tickers now load reliably on page refresh and revisit.
Blog Voice Player: redesigned the text-to-speech player with a unified
player bar featuring VCR-style controls and a gear menu for settings.
DV Search: the Command Palette has been renamed to DV Search with a new
header showing title, close button, and breadcrumb navigation. Double-click
or tap the search icon to open it, and press Escape to close. Breadcrumbs
now mirror the current page for easier orientation.
Brokerage Disconnection: disconnecting a brokerage shows a loading
popup and cleaner confirmation flow instead of a silent wait.
Video Intros: the About page and Plaid Security page now feature
embedded intro videos with styled text overlays.
Display Settings: display controls have been consolidated into the
gear menu for a cleaner profile page.
Portfolio Dropdown: portfolios are now sorted by most recently updated
so your active work is always at the top — for both cloud and local
users.
Transaction Year Filter: a new "All Years" dropdown on the transactions
tab lets you filter by year, with proper dark-mode styling.
Loading Indicators: saved portfolios and saved watchlists panels now
show progress bars while loading, replacing the blank wait.
Rainbow Burst: the new default color scheme for Analyze charts brings
a vibrant palette out of the box.
Page Transitions: navigating between pages now features smooth
fade transitions, skeleton loading placeholders, and link prefetching
for a snappier feel across the site.
Homepage Refresh: updated calls-to-action and a new outcome-driven
layout make it easier to see what Dividend Vision can do for you.
Quick-Pick Comparisons: the ETF Compare tool now features one-click
comparison buttons for popular matchups so you can jump straight into
side-by-side analysis.
Onboarding Wizard: the getting-started wizard now walks new users through
connecting a brokerage account and loads a default portfolio so you can
explore analysis features right away.
Brokerage Integration: linked brokerage accounts now include a
Holdings tab showing your imported positions in a sortable
table view, plus a full Transactions tab with create, edit,
and delete support. Transaction syncing is faster and more reliable with
improved rate-limit handling, progress overlays, and automatic retry.
Stealth Mode: a new privacy toggle hides dollar amounts on your
dashboard, calendar, and transactions pages — perfect for screen sharing
or browsing in public.
Plaid Brokerage Connect: link your brokerage accounts through Plaid
to automatically import your holdings and transactions — no more
manual CSV uploads.
Stripe Payments: paid plans are now live — upgrade directly from
the site with secure Stripe checkout, including free-trial support
and billing management.
February
ETF Coverage: added profiles for
EDGQ,
EDGX
(Global X Income Edge),
NUKX,
TPRY, and
WEPN, plus enhanced data across the catalog with updated objectives,
asset classes, and expense ratios.
Fixed analyze page save/load/default settings, smoother page transitions
when navigating to analyze, and corrected issuer links throughout the site.
Search: pressing Enter now jumps straight to the first search result.
Income ETF Trackers: dedicated curated pages for
weekly income ETFs,
monthly income ETFs, and
quarterly income ETFs
are now highlighted across the site including the news page, homepage, and
navigation menu. Basket and Fund of Funds ETFs now appear in their own group.
Portfolio Reports: report sections (Analysis Charts, Income Forecast,
Risk Assessment, Holdings Table) are now toggle-able — pick the sections you
want and skip the rest for faster report generation.
Risk Heatmap: added zoom, pan, and pinch-to-zoom support so you can drill into
individual tiles. Zoomed tiles reveal ticker symbols and dollar values that are
hidden at normal size. A new "Filter Risks" dropdown lets you toggle individual
risk categories on or off with a Select All / Deselect All shortcut.
Overall polish: spacing, labels, and tooltip copy were tightened to reduce friction.
Navigation help menus highlight new tools so you can reach analyze and forecast faster.
Search suggestions prioritize the most popular tickers and clean up stale results.
Forecasting flows feel smoother with faster chart refreshes and clearer progress cues
after changes.
Portfolio summary cards now surface key dividend totals and payout timing at a glance.
November
ETF Coverage: added profiles for NEHI, YBMN, RGYY, QBY, SEMY, NUGY, and a Nicholas
income lineup (GLDN, BLOX, SLVX, FIAX, NUKX, WEPN), plus updated GIAX distribution
details.
UI Polish: the homepage hero adds clear call-to-action buttons with a forecast anchor,
and the site footer realigns affiliate disclosures to match navigation styling.
User Functionality: chart settings and sliders were refined for clarity, KPI chart names
now follow consistent titles, voice mode properly handles explode commands, and the risk
meter link correctly opens deeper analyze tabs.
Portfolio Analyze & Forecast: tabbed charts now support renaming, deleting, dragging,
and resizing with matching hover states, while forecast tabs gain reorganizing, pop-out
controls, and aligned layouts beside the control rail.
FAQs: we now officially explain things we didn’t used to explain.
Layout & UX: tooltips, sliders, and color palettes went through boot camp; the site now
flexes smoother than an ETF in a bull market.
KPIs: Added KPI to top of analyze page which can be configured and also clicked on to show
supporting data.
Highlights & Filters: dropdowns got smarter, searches got sassier, and filters learned to
mind their manners.
Portfolio Analyze & Charts: they can now highlight, zoom, rotate, pan, reset, and even
download your donut charts — finally, donuts to-go. You can also color your chart with a
variety of Chart Colors.
September
Forecast controls and analysis panels are blanketed with the new help flyout system,
plus fresh inputs such as the withdrawal goal slider and shortage alert to clarify
cash-flow planning.
Portfolio analysis adds a customizable table view with draggable headers, richer tab
navigation (including the playful “Per Coffee Sip” interval), and save/reload workflows so
preferred settings persist between visits.
A new Portfolio Build tab lets users browse sample allocations, watch explainer clips,
and download starter CSVs, while the upload instructions call out the optional Group
column for advanced charting.
ETF discovery received a major UX update: issuer/screener/ticker sections are
consolidated into card-based layouts with inline help, screener results link directly into
issuer/ticker views, and ticker details expose payout/tag shortcuts back into filtered
searches.
You can now click on ticker symbols and issuers throughout the site
ETFs page content started for ~200 high-yield dividend ETFs
You can now report your dividends in different intervals ranging from Haley's Comet
to Coffee sips
Added Our Team to about page
Added Halloween mode
News videos automatically update during the day ensuring you have the latest
Added starting point for resources, blog
Dark mode in new gear icon on top right
Save & Reload Charts – finally, settings that don’t vanish like socks in the dryer.