What we've actually been building.

v0.9.0

August 4, 2026

Watchlists and cohort onboarding

• AddedWatchlists: coverage, briefs and alerts on names you do not hold yet.
• AddedCohort onboarding flow, with tier selection captured at signup.
• ImprovedPosition limits enforced per plan, with a clear over-limit state rather than silent omission.

v0.8.5

July 21, 2026

Memo export

• AddedMemo export to PDF and DOCX, with citations preserved as footnotes.
• AddedFirm branding and a standard disclosure block for Desk-tier exports.
• ImprovedAsk Claroo opened to all beta accounts.

v0.8.0

July 7, 2026

Risk Register and the noise filter

• AddedRisk Register: risk factors extracted, categorised and tracked across filing history.
• AddedNoise Filter: cross-outlet deduplication, collapsing rewrites of the same release into one item.
• ImprovedBrief items ordered by materiality rather than reverse-chronologically.

v0.7.4

June 23, 2026

Material event alerts

• AddedUser-defined alert rules: 8-K types, insider transaction thresholds, new risk factors, auditor changes.
• AddedEmail and push delivery. Slack delivery behind a flag.
• ImprovedAlerts ship with the source document and the triggering paragraph highlighted.

v0.7.0

June 9, 2026

Brokerage sync

• AddedRead-only brokerage sync via SnapTrade, in private beta.
• AddedDaily holdings refresh, with coverage added and removed automatically on position changes.
• SecurityConnection management and one-click disconnect in Settings. No credentials touch our servers.

v0.6.2

May 26, 2026

CSV import

• AddedPre-mapped CSV templates for Fidelity, Schwab, Vanguard, E*Trade and IBKR Flex Query.
• AddedGeneric column mapper for unrecognised formats.
• ImprovedManual ticker entry promoted to a first-class path rather than a fallback.

v0.5.3

May 12, 2026

Transcript search

• AddedTranscript search across all covered calls, scoped to a position or the whole portfolio.
• ImprovedPrepared remarks separated from Q&A in the data model.
• ImprovedSpeaker attribution and analyst-firm tagging.

v0.5.0

May 5, 2026

Call Notes

• AddedEarnings call ingest, structured summarisation, and quarter-over-quarter language comparison.
• AddedGuidance language tracked as a distinct field.

v0.4.3

April 21, 2026

Morning Brief v1

• AddedMorning Brief compiling daily at 05:30 ET (internal only).
• AddedPer-item source links and filing-type tags.
• ImprovedEmpty-state handling: quiet days produce short briefs rather than filler.

v0.4.0

April 7, 2026

Citation grounding

• AddedSpan-level citation anchoring on every generated factual sentence.
• AddedSeparate verification pass; unverified claims are dropped rather than hedged.
• AddedInternal evaluation harness for citation accuracy.

v0.3.0

March 24, 2026

Filing Diff

• AddedFiling Diff for 10-K Item 1A: section alignment, paragraph matching, change classification.
• ImprovedCosmetic-change suppression for renumbering, date rolls and formatting.

v0.2.0

March 3, 2026

XBRL ingest

• AddedXBRL company-facts ingest, aligned to an internal taxonomy.
• ImprovedFinancial figures now sourced from XBRL rather than parsed HTML tables.
• AddedEntity resolution across ticker, CIK, ISIN and LEI.

v0.1.0

February 17, 2026

Private alpha

• AddedEDGAR submissions and full-text ingest for 10-K, 10-Q and 8-K.
• AddedFirst Position Files generated end to end.
• AddedDocument store, structural segmentation, and the retrieval index.