June 30th, 2025
A transformative quarter that introduced professional investor relations capabilities, advanced file management systems, and significant infrastructure improvements. We delivered comprehensive communication tools while maintaining our commitment to stability and user experience excellence.
🚀 New Features
Complete Investor Updates System: Professional investor communication with file attachments, recipient management, and delivery tracking. Easily manage investor communication by sending investor updates with attached files.
Advanced File Permission Management: Granular document access control with automatic folder organization by recipient groups
Enhanced WebSocket Infrastructure: Real-time collaboration features with live updates for shared documents.
⚡ Improvements
User Experience
Streamlined Asset Operations: Improved loading states with animated feedback during connections and imports
Enhanced Form Validation: Smarter error messages with contextual guidance for quick issue resolution
Better Autocomplete: Improved debounce handling and search accuracy across all asset type dropdowns
Modal System Enhancement: Proper modal-in-modal behavior with backdrop handling for complex workflows
Technical & Performance
Database Migration: Successfully migrated production database with improved query performance
Backend Infrastructure: Enhanced API reliability and error handling across all endpoints
File Upload System: New websocket-based upload with real-time progress tracking
Security Improvements: Advanced error logging and proactive issue detection systems
🐛 Fixes (Your Feedback Drives Our Priority!)
Fixed Swedbank QR code disappearing during connection authentication process
Resolved asset value calculation discrepancies between portfolio and asset list views
Corrected "undefined documents" display issue in investor update interfaces
Fixed file deletion functionality in file manager across all file types
Resolved search debounce problems causing slow autocomplete responses
Fixed owner company dropdown preventing recursive company selection
Corrected asset inclusion counts showing incorrect numbers during provider setup
Fixed tooltip display issues for IR assets showing wrong maintenance status
Resolved Featurebase integration errors causing JavaScript console warnings
Fixed file upload modal design inconsistencies and improved button positioning
March 31st, 2025
This quarter marked a complete technological transformation with our Nuxt.js migration, delivering dramatically improved performance and establishing the foundation for advanced features. We successfully modernized the entire platform while introducing comprehensive investor relations capabilities.
🚀 New Features
Complete Nuxt.js Migration: Entire platform rebuilt on modern framework with 3x performance improvement
Investor Relations V2 Hub: Professional shareholder management with document sharing and communication tools
Advanced Testing Framework: Comprehensive automated testing suite ensuring higher code quality
Enhanced Authentication System: Improved BankID integration with better error handling
⚡ Improvements
User Experience
Faster Navigation: Instant page transitions with smooth animations throughout the application
Improved Asset Adding: Enhanced autocomplete with better validation and suggestion accuracy
Streamlined Onboarding: Redesigned signup process with step-by-step guidance for new users
Better Error Communication: Clear, actionable error messages replacing technical jargon
Technical & Performance
Modern Framework Benefits: Improved SEO, faster initial page loads, and better developer experience
Automated Quality Assurance: Continuous integration with automated testing prevents bugs reaching production
Enhanced Deployment Pipeline: Faster feature delivery with automated review app generation
Memory Optimization: Reduced resource usage for smoother performance across all devices
🐛 Fixes (Community-Driven Improvements!)
Fixed BankID users being able to bypass email verification step
Resolved asset deletion confirmation modal not closing properly after action
Corrected toast notifications inadvertently closing parent modals when dismissed
Fixed inconsistent padding and spacing issues throughout the interface
Resolved session data expiration handling with better user feedback
Fixed provider reconnection flow navigation and back button functionality
Corrected form validation issues in signup and login processes
Fixed intercom widget appearing inappropriately in edit asset workflows
January 2nd, 2025
We expanded platform capabilities with comprehensive debt tracking and file management while establishing robust testing infrastructure. This quarter emphasized building solid foundations for complex financial management with enhanced user workflows and system reliability.
🚀 New Features
Debt & Liability Tracking: Complete support for loans, mortgages, and liabilities in net worth calculations
Advanced File Management System: Upload, organize, and categorize documents with automatic folder creation
Enhanced Provider Import Flow: Improved asset selection and import process with better preview capabilities
Comprehensive Testing Infrastructure: Automated unit tests for both frontend and backend components
⚡ Improvements
User Experience
Standardized Form System: Consistent, beautiful forms across the entire platform with unified validation
Enhanced Modal Behavior: Proper modal layering with backdrop handling for complex user workflows
Improved Loading States: Visual feedback during all operations with progress indicators and status updates
Better Asset Management: Enhanced add and edit flows with improved validation and error guidance
Technical & Performance
Database Performance: Optimized queries and improved data consistency across all operations
Background Job Processing: More reliable handling of asset updates, notifications, and data synchronization
Memory Management: Reduced resource usage and improved application stability
Error Recovery: Better error handling with automatic retry mechanisms for failed operations
🐛 Fixes (Your Reports Keep Us Improving!)
Fixed asset value calculation errors for real estate and alternative investment types
Resolved decimal entry validation issues for latest unit prices across all asset classes
Corrected share price display formatting inconsistencies in share ledger widgets
Fixed IR company visibility problems preventing proper shareholder access
Resolved file folder structure loading issues causing organizational problems
Fixed placeholder display for zero investment amounts across edit and add forms
Corrected ROI calculation discrepancies appearing in multiple dashboard views
Fixed provider connection timeout handling with better user feedback
Resolved table column width inconsistencies in import asset modal interfaces
Fixed authentication flow issues preventing users from accessing verification screens
September 30th, 2024
This quarter revolutionized how users interact with their financial data through intelligent news aggregation, advanced portfolio analytics, and comprehensive interface improvements. We focused on making complex financial information more accessible and actionable for all users.
🚀 New Features
Intelligent Newsfeed: AI-powered news aggregation with relevance scoring and multi-source integration
Portfolio Analytics Suite: Advanced diversification charts with performance tracking and risk analysis
Enhanced Asset Discovery: Improved search functionality with better categorization and filtering options
Streamlined User Onboarding: Redesigned user journey with interactive guidance and progress tracking
⚡ Improvements
User Experience
Dashboard Redesign: Cleaner layout with customizable widgets and improved information architecture
Advanced Navigation: Faster menu systems with better organization and integrated search capabilities
Enhanced Tooltips: Contextual help throughout the application with rich formatting and practical examples
Better Empty States: Helpful guidance when no data is available, with clear next steps and action items
Technical & Performance
Multi-Currency Engine: Enhanced currency conversion with real-time rates and historical accuracy
Asset Valuation System: Improved pricing data with multiple source validation and conflict resolution
Data Synchronization: Better handling of provider data updates with automated conflict resolution
Performance Calculations: More sophisticated ROI and return calculations with proper time-weighting
🐛 Fixes (Community Feedback at Work!)
Fixed asset type categorization inconsistencies across different asset classes
Resolved manual asset entry validation problems preventing successful saves
Corrected provider connection timeout issues with improved error messaging
Fixed diversification chart calculation errors affecting portfolio analysis accuracy
Resolved news relevance scoring bugs causing irrelevant articles to appear
Fixed asset search result accuracy issues with improved matching algorithms
Corrected empty state button routing problems in various interface sections
Fixed loading state display issues on large screens with proper content coverage
June 30th, 2024
The foundational era where we built the core architecture and essential features that power today's platform. This period established our commitment to security, reliability, and user-centered design while creating the robust infrastructure that supports all current capabilities.
🚀 New Features (Foundation Era)
Core Platform Architecture: Built comprehensive asset tracking supporting equities, real estate, alternatives, and cryptocurrency
User Management System: Complete authentication with secure registration, login, and profile management
Provider Integration Network: Established connections with major financial institutions and data providers
Portfolio Tracking Engine: Real-time valuation updates with automated data collection and processing
⚡ Improvements
User Experience
Dashboard Foundation: Intuitive main interface with portfolio overview and essential metrics display
Asset Management Core: Comprehensive add, edit, delete, and categorization system for all investment types
Basic Reporting Suite: Essential portfolio analysis reports and performance tracking capabilities
Navigation System: Fundamental menu structure and page routing for smooth user experience
Technical & Performance
Security Framework: Multi-layer security with encryption, secure sessions, and comprehensive fraud protection
API Infrastructure: RESTful APIs supporting all platform functionality with proper authentication
Data Pipeline: Automated data collection and processing from multiple financial sources
Backup & Recovery: Redundant data storage systems and disaster recovery procedures
🐛 Fixes (Continuous Quality Focus)
Resolved hundreds of edge cases and user-reported issues across all platform areas
Improved data accuracy through enhanced validation rules and error checking systems
Enhanced application performance through systematic code optimization and database tuning
Fixed numerous connectivity issues with various financial providers and data sources
Corrected calculation errors in portfolio valuations and performance metrics
Resolved user interface inconsistencies and improved cross-browser compatibility