Changelog

Dead-Man Switch

Ensure your trusted contacts receive your investment instructions and account details if you become incapacitated or stop logging in. Set check-in frequency, grace periods, and per-contact instructions.

• Configurable check-in frequency (7, 14, 30, 60, 90 days)
• Email reminder system with customizable warning window
• Per-contact encrypted instruction attachments
• Full activity log of all switch events

Investment Playbook & AI Compliance Scoring

Document your personal trading rules and let AI measure every trade against them. Know exactly where you're breaking your own rules — and what it's costing you.

• Define entry criteria, exit criteria, position sizing rules, and emotional guardrails
• AI scores each closed trade for playbook adherence
• Compliance dashboard showing violated rules, win rates, and P&L impact
• AI feedback comparing actual behavior against documented rules

AI Insights — Opportunity Cost Analysis

Every closed trade now shows the opportunity cost: how much you left on the table by exiting when you did, based on the 60-day post-exit price peak.

Dividend Tracker

Full dividend income tracking with calendar view, projected income, and passive income diversification breakdown.

• Received vs estimated income charts (YTD, Last Year, Yearly)
• Portfolio yield and yield on cost
• Ex-dividend and payment date calendar
• Income breakdown by holding

Goal Planning

Set a financial target and model your path to it. Conservative, base, and optimistic scenarios with inflation adjustment and contribution modeling.

Portfolio Performance Chart

Added "Exclude Cash Flows" toggle to show pure investment performance without deposit spikes distorting the chart.

Advanced Risk Metrics

Institutional-grade analytics now available for every portfolio: Sharpe, Sortino, Alpha, Beta, Max Drawdown, VaR, CVaR, and more.

• Returns distribution histogram
• Drawdown analysis chart
• Rolling metrics over time (Sharpe, Alpha, Beta, Volatility)
• Reliability flags when data is insufficient for a metric

Benchmark Comparison

Compare your portfolio against up to 3 benchmarks simultaneously. S&P 500, NASDAQ, MSCI World, and 7 more.

Diversification Analysis

Understand your real exposure across sectors, geographies, asset classes, currencies, and market cap. Includes Herfindahl Index and diversification score.

StackViewer is live

The first version of StackViewer launches with the core platform: unified portfolio tracking, trading journal, and AI-powered insights.

• Connect 25+ brokers via read-only OAuth (SnapTrade)
• Unified portfolio dashboard with TWR, win rate, daily change
• Trading Journal with emotion tracking, strategy tagging, and cognitive bias logging
• AI analysis of trading patterns — feelings, strategy, conviction, exit triggers
• Custom asset tracking (real estate, private investments)
• In-app notification system
• Events calendar (earnings & dividends)
• MFA support via AWS Cognito