Platform Notes

Status / Changelog

This page summarizes notable platform updates, recent changes, and known limitations. For data issues or bugs, please use the contact form.

Known Limitations

  • Some ticker/CUSIP mappings may be incorrect or outdated and require manual correction.
  • Percent-of-portfolio and share values may differ from other providers due to methodology differences (see Tutorial).
  • 13F data is inherently delayed — filings reflect quarter-end positions, not current holdings.

Changelog

April 2026

  • Added an interactive market map to the homepage.

March 2026

  • Added security logging and audit trail for admin panel.
  • Performance indexes added for key database queries.
  • SEO improvements: structured data, breadcrumbs, and meta tags across all pages.

February 2026

  • Launched Ownership (13D/13G) and Insiders (Form 4) tabs with caching and background updates.
  • Added ETF dashboard with fund-level ETF exposure analysis.
  • Introduced sector and industry trend tracking with quarter-over-quarter comparisons.

January 2026

  • Platform launch with 13F institutional holdings, manager profiles, and filing search.
  • Economic calendar integration via TradingView.
  • Contact form with rate limiting and abuse prevention.