60 sec update / more honest projections, friendlier emails ✉️
Published 4 months ago · 1 min read
salam Reader
small month, deliberate changes 🌱
here's the 60 second recap:
projected returns reflect how long your fund has actually existed 📈
previously, the "projected return" estimate on every fund used a one-size-fits-all lookback. that was fine for funds with years of history, but for a fund you spun up last month, it implied a confidence the data didn't actually support.
now we use the fund's actual age, capped at four years. a newly created fund will show a shorter projection window and be clearer that it's early. an older fund keeps the deeper history. the numbers are the same data — they just stop pretending.
portfolio rebalance emails got a redesign ✉️
the monthly rebalance email is one of the few things we send you regularly, and the old format buried the important parts. the new version puts the changes-you-care-about at the top: what was bought, what was sold, and the net effect on your allocation. cosmetic, but it'll save you ten seconds every month.
more coming in April 👇
Best, Yazin