60 sec update / compliance, in plain view 📊

salam Reader

short month, focused updates.

here's the 60 second recap:

compliance breakdown on fund creation 📊

a roadmap idea that kept getting votes: "show me how much of this fund actually passes my filters before I commit." done. on the fund creation step you now see a table summarising every underlying holding by compliance status — count and % — so you know exactly what you're getting before you click create.

export your filtered ETF holdings to Excel 📄

also from the roadmap. there's now an Export button on any filtered fund's holdings list — downloads to xlsx with everything formatted properly. portable, auditable.

Trading 212 filters, redesigned 🎨

watched Adel's review of the 212 onboarding and… painful is the right word. rewrote the filters dialog with proper tabs — BDS on one tab, Watermelon on another — toggles that actually do what they say, and clearer messaging about what's excluded and why. the BDS checkbox now actually enables the filter (it didn't before — yes, really).

historical chart accuracy 🧹

an eagle-eyed user found three funds (UMMA, PIO, SMH) where the simulated charts were a bit off. dug in, fixed each:

• UMMA was being treated as a daily-updating fund (it's quarterly) — switched the data source so reconstitutions land on the right dates
• PIO was missing prices for FERG on 27 dates — turns out those were zero-volume trading days; we backfilled them using the previous day's close, which is standard practice
• SMH filtered chart looks too good compared to the original; verified that the gap is real — historically the fund had 6 non-compliant stocks at 15% weight, today it has 1 at 5%. filtered version really does outperform that much

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if you spot anything else off in the simulated charts, please reply and tell us.

Best, Yazin