All updates

60 sec update / fewer ghosts in your portfolio ๐Ÿ‘ป

Published 3 months ago ยท 2 min read


Fixed

salam Reader

April was a heads-down, fix-the-fundamentals month. three things that quietly bugged us โ€” and probably bugged you โ€” are now gone ๐Ÿž๐Ÿ”ซ

here's the 60 second recap:

Return of Capital dividends no longer break your activity feed ๐Ÿ“Š

if your broker reported a Return of Capital distribution (a flavor of dividend used by some ETFs and REITs), our activity parser would choke on it and a chunk of your recent activity wouldn't load. fixed. dividends of every flavor now show up where they should.

scheduled orders and dust positions stop lingering ๐Ÿงน

cancelled or already-filled scheduled orders sometimes hung around in the UI long after they were done. same was true for "dust" positions โ€” fractional leftovers worth less than a cent โ€” which made portfolios look messier than they were. both are now cleared as soon as they're no longer active.

liquidated positions actually leave ๐Ÿ‘‹

when you fully liquidated a position, it would occasionally reappear as a phantom row with zero shares. we tracked it down to a duplicate asset-resolution path and rewrote it. if a position is closed, it's gone.


none of these are flashy. but the data you see should match the data we have, and these were three places where it didn't. onward ๐Ÿš€

Best, Yazin