Skip to main content
Our goal is to provide fund managers with a reliable and transparent platform for portfolio and execution management. Below are the latest product updates, organized by release date.

​
February 9, 2026 — Account Page Redesign and Faster Page Loads

  • New Features
    • Redesigned exchange account page: Fully revamped top bar with a new layout, improved mobile responsiveness, and streamlined navigation.
    • Faster page loads: Portfolio and account data now loads significantly faster thanks to a new split-loading architecture.
  • Enhancements
    • More accurate DeFi lending balances, especially for accounts with multi-asset positions.
    • Cleaner transaction tables with token names displayed and less visual clutter.
    • Fees are now shown separately from ledger summaries for better transparency.
    • Improved overall app performance by reducing unnecessary data loading in the background.
  • Fixes
    • Fixed an issue where the Getting Started modal could appear unexpectedly for users who already have accounts connected.
    • Resolved perpetuals data not loading correctly at the portfolio level.

​
January 27, 2026 — Trading Terminal V2, Algorithm Execution, and Perpetuals DMA

  • New Features
    • Trading Terminal V2: A completely rebuilt execution terminal featuring live orderbooks, a fast market selector across all trading pairs, and an integrated trading form with account selection.
    • Algorithm execution: Introduced algorithmic order execution supporting TWAP strategies for perpetuals, with built-in health monitoring.
    • Perpetuals Direct Market Access (DMA): Full perpetuals trading interface including leverage selector, margin mode toggle (cross/isolated), and portfolio-margin support.
    • Open orders, positions, and funding tables are now embedded directly within the trading terminal.
    • Close position support: Close positions with both market and limit orders directly from the terminal.
    • NAV and PnL category breakdown: New chart views showing NAV and PnL broken down by asset category, with separate realized and unrealized values.
    • Earn rewards columns are now displayed per asset in balance tables when available.
  • Enhancements
    • Rebuilt performance comparison mode with drag-and-zoom and multi-currency overlays on NAV and PnL charts.
    • Cleaner tooltips across the entire application.
    • Orderbook depth control for adjusting the number of visible price levels.
    • Pre-trade analysis now shows separate buy and sell side breakdowns.
    • Daily limit indicator showing remaining exchange rate limit usage.
  • Fixes
    • Resolved cases where historical PnL snapshots and NAV breakdowns could show incorrect values.
    • Fixed perpetual funding rate and PnL charts not rendering correctly.

​
January 13, 2026 — Manual Accounts, Global Currency Selector, and UI Overhaul

  • New Features
    • Manual accounts: Create manual (off-exchange) accounts, add single or batch entries, and track them alongside connected exchange accounts.
    • Global currency selector: View all portfolio data in any supported currency — including non-fiat tokens — without altering the underlying data.
    • Ledger asset pie charts: Interactive pie charts for asset balance breakdowns on exchange, manual, and portfolio pages.
    • Lending position breakdown: DeFi lending positions now distinguish between supply and borrow, with supply history and cost basis tracking.
    • Liquidity pool positions: LP positions are now tracked and displayed alongside other DeFi positions.
    • Perpetual metrics: Dedicated funding rate and PnL history charts and tables per exchange account.
    • Withdrawal history: View withdrawal history directly in the account page.
  • Enhancements
    • Visual refresh across the entire application for a more polished and consistent experience.
    • Spam filtering toggle on DeFi transactions to include or exclude suspected spam tokens.
    • Portfolio-level metrics are now copyable for easy sharing.
    • Improved batch import dialog with date picker and separated base/quote fields.
    • Middle-click support on exchange cards for opening in new tabs.
  • Fixes
    • Fixed charts occasionally crashing when switching between views.
    • Resolved cases where legitimate tokens could be incorrectly flagged as spam.
    • Fixed DeFi transaction entries appearing more than once in ledger views.
    • Corrected cost basis for DeFi lending withdrawals and vault positions.

​
December 30, 2025 — Order Execution, Transaction Imports, and Ledger Reliability

  • New Features
    • Order execution: Place spot orders directly from the platform with real-time validation and daily limit tracking.
    • Transaction history imports: Import transaction history via CSV uploads, including support for futures transactions.
    • Added support for additional DeFi protocols including beacon chain staking deposits and withdrawals.
  • Enhancements
    • Better scam token detection and filtering in DeFi transaction views.
    • More accurate PnL tracking for stablecoin and native token positions.
    • Added a recalculate option in ledger balances for on-demand portfolio refresh.
    • Zero-balance positions are now hidden by default for cleaner balance views.
  • Fixes
    • Fixed vault positions showing incorrect cost basis and inflated profit values.
    • Resolved perpetual PnL values appearing with incorrect signs.
    • Fixed multiple file upload issues in the import dialog.
    • Improved ledger data recovery after unexpected interruptions.

​
December 23, 2025 — DeFi Reliability, Ledger Locking, and Data Sync Improvements

  • New Features
    • Distributed ledger locking: Introduced a robust locking mechanism to prevent concurrent ledger updates from causing data inconsistencies, with automatic recovery for unexpected interruptions.
    • Orphaned account cleanup: Automated detection and removal of disconnected exchange accounts to keep portfolios clean.
  • Enhancements
    • Improved DeFi historical data fetching with better reliability and fewer gaps in transaction history.
    • Enhanced duplicate detection in ledger entries to ensure accurate portfolio valuations.
    • Optimized background job scheduling for more consistent data synchronization.
    • Better error handling for exchange account authentication issues with clearer user feedback.
    • Added logout option to the getting started modal for easier account switching.
  • Fixes
    • Resolved issues with DeFi wallet polling that could cause redundant data fetches.
    • Fixed awaiting data badge styling for better visibility.
    • Corrected timestamp filtering in ledger jobs to prevent stale entries.

​
December 12, 2025 — DeFi Transaction Processing and Scam Protection

  • New Features
    • Enhanced scam token detection: Improved filtering of suspicious tokens including those with unusual characters or whitespace in symbols.
    • Failed transaction fee tracking: Now properly accounts for gas fees even when DeFi transactions fail.
  • Enhancements
    • Refactored DeFi transaction processing for better accuracy in categorizing swaps, transfers, and other operations.
    • Improved handling of DeFi transfers in profit/loss calculations for more accurate NAV history.
    • Better spam transaction exclusion to keep ledgers clean from airdrop attacks.
    • Enhanced bridge transaction detection for cross-chain transfers.
  • Fixes
    • Fixed realized and unrealized PnL calculations for DeFi transfers.
    • Corrected duplicate ledger entry detection for wallet transactions.
    • Resolved issues where DeFi entries could appear multiple times.

​
December 8, 2025 — Open Positions and Historical Sync Controls

  • New Features
    • Historical sync button: Users can now manually trigger historical data synchronization from the exchange account transaction table.
    • Open positions visibility: Added dedicated open positions view for centralized exchange accounts.
  • Enhancements
    • Improved positions table UI with better filtering and display options.
    • Added transaction count badges for DeFi transactions.
    • Better handling of currency rate conversions for multi-currency portfolios.
  • Fixes
    • Fixed position display to correctly show only relevant account types.
    • Resolved UI issues in the positions table layout.

​
December 5, 2025 — Exchange API Stability and Table Improvements

  • Enhancements
    • Improved rate limiting across exchange connections to prevent API throttling and ensure reliable data fetching.
    • Added rows-per-page preferences that persist across sessions.
    • Enhanced ledger status indicators with severity levels for data syncing states.
    • Better logging and error handling for exchange ledger operations.
    • Zero position filtering for cleaner balance displays.
  • Fixes
    • Fixed ledger status display in full balance views.
    • Hidden unnecessary transfer entries in wallet views.
    • Corrected default row counts in data tables.
    • Temporarily disabled limit orders (coming soon).

​
December 3, 2025 — Price Caching and DeFi Wallet Sync

  • Enhancements
    • Improved price caching for faster portfolio loading and more accurate valuations.
    • Enhanced DeFi wallet synchronization with better retry logic for stuck accounts.
    • Optimized ledger update jobs for improved performance.
    • Better market data rate limit handling to prevent temporary data gaps.
    • Proper cleanup of DeFi transactions when removing accounts.
  • Fixes
    • Resolved component alignment issues in forms.
    • Fixed optimistic update behavior for smoother UI interactions.
    • Corrected value population issues in account creation forms.
    • Fixed button colors and responsive behavior.

​
December 1, 2025 — Earn Rewards and Staking Improvements

  • New Features
    • Earn rewards tracking: Now displays staking and earn rewards per asset, with support for compatible exchanges.
    • Close position functionality: Added ability to close positions directly from the portfolio view.
  • Enhancements
    • Redesigned staking positions table into a more readable card-based layout.
    • Redesigned vault positions table with improved visual hierarchy.
    • Added portfolio ledger metrics for quick performance overview.
    • Historical sync is no longer mandatory during account setup for faster onboarding.
    • Improved default exchange selection logic.
  • Fixes
    • Fixed pie chart rendering issues with futures/margin data.
    • Resolved total balance display issues when loading charts.
    • Corrected margin table switching behavior.
    • Fixed balance table display issues.

​
November 26, 2025 — Perpetual Futures and Funding Rates

  • New Features
    • Portfolio-level perpetual futures: View and manage perpetual positions across all connected accounts from the portfolio level.
    • Funding rates table: Track funding rate payments and charges across your perpetual positions.
    • Lending positions in ledger: DeFi lending positions now properly reflected in double-entry ledger.
  • Enhancements
    • Improved spam filtering for DeFi transactions with toggle controls.
    • New ledger entries showing fees, realized PnL, and funding rates for perpetuals.
    • Enhanced DeFi ledger processing for better transaction categorization.
    • Better header placement for perpetual order tables.
  • Fixes
    • Fixed filter selection behavior with proper debouncing.
    • Corrected UX issues with multiple filter selections.
    • Removed perpetuals display from wallet-only accounts where not applicable.

​
November 21, 2025 — Portfolio Margin and Exchange Improvements

  • New Features
    • Portfolio margin account support: Added support for exchanges offering portfolio margin, enabling more capital-efficient trading.
    • Margin balances table: New dedicated view for margin account balances with real-time pricing.
    • Account positions endpoint: New API endpoint for retrieving account positions.
  • Enhancements
    • Improved exchange account handling with better validation and error messages.
    • Added stablecoin price fallback for more reliable valuations.
    • Better pagination in API responses for large datasets.
    • Enhanced ledger status handling for exchange accounts.
    • Improved modal behavior for creating new accounts.
  • Fixes
    • Fixed delete action confirmation flow.
    • Resolved starter modal redirect issues.
    • Corrected margin mode data refresh behavior.
    • Fixed table rendering when switching between data views.
    • Fixed authentication error toast display on home page.
    • Resolved password input toggle icon width issues.

​
November 14, 2025 — New Exchange Integrations and FX Rates

  • New Features
    • Gate.io and Hyperliquid support: Full ledger and portfolio integration for Gate.io and Hyperliquid accounts.
    • Kraken exchange support: Full ledger and portfolio integration for Kraken accounts.
    • Multi-currency FX rates: Support for EUR, USD, and CHF currency conversions in portfolio views.
  • Enhancements
    • Improved market data rate limit detection for more reliable price feeds.
    • Better bridge protocol detection for cross-chain transaction tracking.
    • Enhanced staking balance calculations.
    • Added pagination to transfers and trades tables for better performance with large histories.
  • Fixes
    • Fixed row header issues in tables with staking segments.
    • Resolved access control issues for certain exchange features.
    • Corrected PnL amount visibility and sorting behavior.
    • Fixed tracked/normal balance data handling.

​
November 5, 2025 — Performance Metrics and Price Improvements

  • Enhancements
    • Improved historical price prefetching for faster ledger calculations.
    • Enhanced price fetching reliability with better error handling.
    • Optimized wallet filtering for cleaner transaction views.
    • Better historical sync with reset capabilities.
    • Distinguished ledger recalculation behavior by account type (CEX vs DeFi).
    • Increased ledger recovery timeout for large portfolios.
  • Fixes
    • Corrected cached price return values.
    • Fixed earn rewards persistence.
    • Resolved beta notice date display.

​
October 29, 2025 — Trading Execution Enhancements

  • New Features
    • VWAP execution interface: New visual interface for Volume Weighted Average Price order execution with preview charts.
  • Enhancements
    • Improved strategy creation flow with better exchange account validation.
    • Enhanced market data fetching with better caching.
    • Added tooltips and documentation links for execution parameters.
    • Better mobile view support for order tables.
  • Fixes
    • Fixed strategy status display and updates.
    • Resolved market fetching timing issues.
    • Corrected chart ticker display for different instrument types.

​
October 15, 2025 — New Exchange Integrations and Order Management

  • New Features
    • New exchange support: Added integrations with additional centralized exchanges for broader market access.
    • Enhanced order cancellation: Improved bulk order cancellation across exchanges.
  • Enhancements
    • Added price bounds for depth monitoring in strategies.
    • Better exchange logos and visual indicators in dropdowns.
    • Improved knowledge base with documentation for spread, depth, and volume parameters.
    • Enhanced strategy editing with proper data type handling.
  • Fixes
    • Fixed market order execution on certain exchanges.
    • Resolved order cancellation issues for partial fills.
    • Corrected balance fetching for specific exchange APIs.
    • Fixed open orders fetching and display.

​
October 1, 2025 — Demo Mode and UI Improvements

  • New Features
    • Demo user experience: New demo mode with curated views for prospective users to explore the platform.
    • Accessible strategy types: Strategy availability now configurable per user for better onboarding.
  • Enhancements
    • Dynamic time formatting for orders and trades.
    • Better sidebar navigation with role-based menu visibility.
    • Improved exchange account creation with auto-fill for supported exchanges.
    • Enhanced error messaging for balance and order endpoints.
  • Fixes
    • Fixed strategy state management to prevent stuck states.
    • Resolved redirect issues after strategy creation.
    • Corrected filter removal behavior in order tables.
    • Fixed component refresh and caching issues.

​
September 24, 2025 — Per-Account Analytics, LP Communication Updates, Hardenings & Bug Fixes, Multi-Asset Mapping, and Price Feed Fallbacks

  • New Features
  • Multiple LP reports: The Limited Partner reporting surface now exposes multiple periods via secondary metrics (daily, monthly, quarterly, current) and is accessible under role-based controls (includes limited-partner). These reports benefit from the price feed and ledger hardenings above.
  • Per-account analytics (Sharpe, Sortino, Vola, etc per account): Beyond portfolio-level metrics, the new per-exchange-account balances endpoint and corresponding frontend wiring unlock a granular account view for analytics and reporting.
  • Market data fallback integration for pricing:
    • Backend price_service now has improvements to look up exotic coin IDs, with correct cache source attribution. Exchange ID normalization.
    • Pagination handling and defensive parsing; safeguards to avoid overwriting DB mappings with empty results.
    • Controller improvements: multiple symbol query forms, strict casing, and clear error responses.
  • Introduced a global beta notice/banner to set expectations for preview features.
  • Enhancements
  • Ledger management UX/stability: Improved logging and background sequencing for ledger force-rebuilds (sequential cleanup → rebuild, clearer status updates, safer error paths).
  • Observability and noise reduction: Sentry/job error handling tuned with cooldown-based deduplication of scheduler errors and improved grouping for messages and exceptions.
  • Frontend services/fetchers: PortfolioService and Fetchers updated to support the new per-account balances endpoint and to standardize error handling.
  • Scheduler robustness and observability:
    • Added Sentry listener for APScheduler job errors with structured tags (job id/name, trigger time).
    • Wrapped async jobs in a safe runner so exceptions propagate correctly and include full traces in Sentry.
  • Minor UI polish and copy improvements aligned with the beta status.
  • Refactored DoubleEntryLedgerService for clarity and resilience:
    • Safer handling of baseline snapshots when creating ledgers from exchange balances (baseline date propagation, price lookup fallbacks, clear logs).
    • Deduplication and validation around order ingestion (skip zero-price or non-filled entries, consistent timestamp normalization, duplicate checks by order ID).
    • Portfolio ledger updates streamlined with clear flags and save sequencing.
  • Fixes
  • Defensive error handling for CoinMarketCap historical queries (plan limits, non-numeric values, HTTP errors) to avoid hard failures and log actionable diagnostics.
  • Reduced noisy or ambiguous logs; improved error traces around ledger processing to aid incident triage.
  • Reduced false-positive Sentry alerts by deduplicating repeated job failures and standardizing grouping.
  • Minor backend fixes and frontend layout adjustments to accommodate the beta banner.

​
September 10, 2025 — Limited Partner Reporting, Telemetry, and Stability

  • New Features
    • Introduced Limited Partner (LP) reporting experience: LP page, preview component, data hooks/services, and dedicated NAV/PNL history endpoints.
    • DeFi scaffolding for balances and yield curve visuals in staking rewards.
    • Added pagination for LP lists and a welcome message for first-time users.
  • Enhancements
    • Strengthened LP invite code handling: ownership enforcement, improved access rules, retrieval services, and updated hooks/UI flows.
    • Improved usage metrics logging and measurement to capture real-world activity.
    • Price and ledger consistency: use Market Data IDs and contract addresses for pricing; store and reuse total PnL; restored Bitcoin chain coverage; fixed BTC transfers and historical jobs.
    • UI/UX refinements: sidebar behavior across breakpoints, theme toggler improvements, metric chart percentages and grid updates, cleaner table headers, autoscaled charts, wallet address overflow handling, and preview-mode polish.
    • CI/CD and observability hardening: added SENTRY_ENV and auth token to workflows; adjusted build settings for reliability.
  • Fixes
    • Resolved chart instability (ApexCharts errors, brush/selection ref issues), eliminated duplicate tooltips, and addressed infinite loop on the Funding Rates page (AW-239).
    • Corrected exchange account positions table (removed redundant positions), and fixed several LP form/report issues (report ID population, email input removal, delete-email flow).
    • Stabilized UI responsiveness and edit-mode behavior; mitigated memory/build issues by adjusting sourcemaps and plugins; sanitized packages after malware scare.
    • Corrected price-at-transfer display (with tooltip), improved hotkey toggle behavior, and fixed miscellaneous small preview/LP access regressions.

​
September 1, 2025 — Usage Metrics Foundation and LP Roles

  • Enhancements
    • LP invite codes now support and enforce the “trader” role, improving access control.
    • Minor UI update: release notes section icon added.
  • Fixes
    • N/A user-facing.

​
September 1, 2025 — Onboarding, Account Analytics, and Verification Flow

  • New Features
    • Positions table and historical line chart for accounts, including per-exchange account ledger view and “see more” analytics.
    • Aggregated PnL totals: initialize, calculate, persist, and surface totals in ledger summaries.
    • LP invite code generation and management, with report binding.
    • Static DeFi position plus yield-curve services and hooks for staking analytics.
  • Enhancements
    • Account verification and onboarding: VERIFY_REDIRECT_URI support, enhanced verification emails (client + redirect), simplified invite-code validation, and send verification post-registration.
    • Faster, smoother onboarding: run historical syncs in the background to avoid blocking account registration.
    • Data and UI polish: autoscaled NAV charts, improved number formatting, negative-value chart formatting, better empty-state handling, pie chart totals/selection, and mobile tweaks.
    • Reliability improvements: ensure benchmark data loads before secondary metrics, add rate limiting (Moralis), and refine query invalidation.
  • Fixes
    • Addressed KeyErrors in create_order, undefined asset-id mapping, and LP routing/access issues.
    • Restored BTC on account creation and fixed CEX balance loading when accounts restart.
    • Various quick “hotfix” and styling corrections to stabilize charts, tables, and tiles.

​
August 30, 2025 — Portfolio Ledger Hardening and Deployment Enhancements

  • New Features
    • No direct user-facing additions this cycle.
  • Enhancements
    • Streamlined portfolio ledger responses for faster loading and clearer data presentation.
    • Standardized account identifiers across all services for greater consistency.
    • Deployment pipeline optimized to ensure smoother rollouts and faster iteration.
    • Improved persistence layer to guarantee more accurate portfolio balance calculations.
  • Fixes
    • Removed missing entries from portfolio ledger histories, eliminating gaps in NAV and PnL charts.

​
August 30, 2025 — Data Accuracy and Deployment Stability

  • Enhancements
    • Refined deployment triggers for more reliable rollouts.
  • Fixes
    • Corrected portfolio balance calculation logic, ensuring dashboards reflect the most accurate values.

​
August 29, 2025 — Ledger Accuracy and Expanded BTC Coverage

  • New Features
    • Extended Bitcoin support across balance and transfer workflows.
  • Enhancements
    • Safer and more consistent ledger recalculation with improved timestamp alignment.
    • Increased logging and context in ledger services to aid traceability and auditing.
    • More frequent ledger update cycles (e.g., every 5 minutes) for fresher data.
    • Performance and UI refinements across analytics views, including tiles, charts, light-mode color schemes, and loading states.
    • Optimized integrations with our market data provider to reduce latency and handle rate limits more effectively.
  • Fixes
    • Defensive parsing and error handling for inconsistent backend payloads.
    • Fixed mismatches in date ranges and timestamps that impacted NAV and benchmark charts.
    • Restored coverage of additional networks (BSC, Polygon, Arbitrum) in analytics and account views.

​
August 25, 2025 — Safer Ledger Creation and Centralized Jobs

  • New Features
    • Added base/quote asset fields to wallet orders, providing clearer trade context.
  • Enhancements
    • Streamlined ledger creation and update lifecycle, including safeguards around analytics and benchmarks.
    • Introduced a centralized job registry for cleaner operations and improved account removal flows.
    • Added tooltips, better formatting, and spacing refinements to analytics charts.
  • Fixes
    • Corrected asset ID mapping issues that previously caused mislabeled balances.
    • Multiple UI polish updates to improve readability and prevent infinite loops in exchange account views.

​
August 22, 2025 — Analytics UI and Market Data Precision

  • Enhancements
    • Market data endpoints now support instrument IDs, improving precision and alignment across providers.
    • Disabled automatic ledger and metrics updates during startup, reducing unnecessary server load.
    • Migrated PMS to a lighter-weight server with optimized memory usage and faster ledger load speeds.
    • Performance NAV charts improved with clearer visuals and updated analytics tiles.
  • Fixes
    • Numerous chart-related fixes: dimension scaling, ratio calculations, and handling of null/zero values.
    • Corrected analytics to ensure exchange account removals properly align with gross NAV history.

​
August 21, 2025 — Immediate Secondary Metrics and NAV Tuning

  • New Features
    • Secondary metrics now run automatically whenever a ledger is created, providing immediate analytics results.
  • Enhancements
    • Refined scheduling of performance NAV updates with better handling of last-day data.
  • Fixes
    • Removed unused cashflow adjustment fields for a cleaner analytics experience.

​
August 21, 2025 — Access & Onboarding Enhancements

  • New Features
    • Invite-based user registration improved with better role assignment and default account setup.
  • Enhancements
    • Clearer handling of unverified user flows.
  • Fixes
    • Improved startup stability and database connection handling.

​
August 20–21, 2025 — Per-Account Ledger Views and Performance Analytics

  • Headline Feature
    • Each account now has its own dedicated ledger view, complete with recalculation controls and live status indicators.
  • New Features
    • Portfolio-level PnL history and performance analytics introduced.
    • Transfers and trades tables added to account pages, increasing transparency at the account level.
    • “Awaiting Ledger” modal and status indicators guide users during first-time data syncs.
    • New workflows to bootstrap account ledgers directly from balances.
  • Enhancements
    • Refactored performance metrics into a dedicated service for reliability and auditability.
    • Improved cost-basis calculations, background job handling, and logging.
    • Better market data mapping for consistency, and realigned charts to gross NAV history.
    • UI/UX refinements across data tiles, headers, currency labeling, and placeholders for upcoming features.
  • Fixes
    • Corrected command palette issues and multiple analytics/chart rendering errors.
    • Guarded against infinite refresh loops when ledgers are only partially populated.

​
August 14, 2025 — Dedicated Ledger Update Job

  • New Features
    • A standalone ledger update job introduced to improve the consistency of balance polling and price tracking.
  • Enhancements
    • More logging around balance jobs for better monitoring.
    • Ensured ledgers save consistently after historical syncs.
  • Fixes
    • Corrected pricing and symbol mismatches.
    • Restored service stability after unstable changes.

​
August 12, 2025 — Failure Handling and Sync Reliability

  • Enhancements
    • More resilient error handling around failed transactions and background workers.
  • Fixes
    • Corrected regressions from recent refactors.
    • Improved handling of restricted user permissions.

​
August 10, 2025 — Onboarding Guidance

  • New Features
    • A new “Getting Started” guide helps restricted users understand next steps before portfolio setup.
  • Enhancements
    • Improved state persistence when navigating between trades, funds, and portfolios.
  • Fixes
    • Addressed table rerender issues in positions.
    • Stabilized background polling behavior without relying on websockets.

​
August 9, 2025 — Stability and Brand Identity

  • New Features
    • Updated Renesis brand identity with a refreshed logo and visual improvements.
  • Enhancements
    • Increased frequency of ledger updates for more current data.
  • Fixes
    • Error handling improvements and formatting refinements across the platform.

​
August 5, 2025 — Production Alignment

  • Enhancements
    • Aligned mainline branch with production to synchronize releases.

​
August 1, 2025 — Preparatory Release

  • Enhancements
    • Merged upcoming ledger and analytics work into mainline ahead of larger feature deployments.

​
July 31, 2025 — Metrics Studio Foundations

  • New Features
    • Introduced the initial version of Metrics Studio, providing core analytics endpoints.
  • Enhancements
    • Iterative integration between portfolio ledgers and analytics services.
  • Fixes
    • Early improvements to ensure accuracy of metrics and stable UI behavior.

​
July 30–29, 2025 — Ledger & Analytics Expansion

  • New Features
    • Initial groundwork for DeFi integrations (Uniswap V2/V3).
    • Expanded PMS analytics with new dashboard tiles and panels.
  • Enhancements
    • Improved ledger histories and data plumbing for more reliable analytics.
  • Fixes
    • Corrected synchronization timing and improved chart rendering.

​
July 25–23, 2025 — Early Stabilization

  • Enhancements
    • Deployment and dependency updates to strengthen production readiness.
  • Fixes
    • Hardened metrics endpoints and ledger listeners to reduce errors.