Changelog

v1.0.0 — 2026-05-05

Documentation hub content (PLAN-0052 Wave C)

• ~50 documentation pages authored across 10 sections: Getting Started, Dashboard, Instruments, Portfolio, Screener, Alerts, Chat & AI, Workspace, Data Sources, and API Reference
• Full procedural guides with <Steps> components for all onboarding flows (sign-up, brokerage connection, first watchlist, alert creation)
• API reference with code examples in curl, Python, and TypeScript for all major endpoint groups
• FAQ expanded to 10 Q&A pairs covering data freshness, brokerage safety, pricing, and self-hosting
• Changelog updated with v1.0.0 entry

Instruments

• Intelligence Graph panel added to the workspace — knowledge graph now available in multi-panel layouts
• Entity knowledge graph supports 2-degree expansion (right-click → Expand)
• Article impact windows (T+0/T+1/T+2/T+5 price returns) now visible on article cards in the News tab

Portfolio

• Allocation tab redesigned — sector treemap with benchmark comparison vs. S&P 500, Nasdaq 100, Russell 2000
• FIFO realized P&L calculation now handles corporate actions (splits, mergers) correctly

Screener

• Saved screens — save, load, and share screener filter presets via URL
• Export to Excel (.xlsx) and PDF added alongside existing CSV export
• News velocity and routing tier filters added to the filter bar

Alerts

• Alert cooldown configurable per rule (default 1 hour, range 5 min to 24 hours)
• Backtest: rule builder now shows how many times the condition would have fired in the last 7 days before you save
• Portfolio-level P&L alerts added (fire when total portfolio drops by N%)

Chat & AI

• Slash commands /compare and /portfolio added
• DeepSeek R1 chain-of-thought "Thinking..." blocks now collapsible (click to expand/collapse reasoning)
• Chat threads now have auto-generated titles based on the first message

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2026-05-01

• Landing page completely rebuilt — 11 marketing sections including the live sector heatmap preview, AI demo with cited answers, and the Bloomberg/IBKR/TradingView/Finviz comparison table (PLAN-0052 Wave A).
• Documentation hub launched at /docs with cmd-K search, sidebar nav, on-page TOC, MDX components (Callout / CodeBlock / Tabs / Steps), thumbs feedback widget, and edit-on-GitHub links (PLAN-0052 Wave B).

2026-04-29

• Feedback system backend shipped — POST/GET/PATCH endpoints for feedback submissions, NPS, micro-surveys, feature requests, and beta enrollment, all with PII redaction (PLAN-0052 Wave D).

2026-04-28

• Workspace v2 with 5 panel templates, drag-and-drop persistence, symbol-linking 5-color broadcast, and shareable workspace URLs.
• Screener redesign with 6-section filter bar, saved screens, column customization, multi-format export (CSV / Excel / PDF), and sparklines.

2026-04-27

• All 4 ML components externalized to DeepInfra: embedding (BAAI/bge-large-en-v1.5), relevance scoring, unresolved entity resolution, and KG scheduler (meta-llama/Meta-Llama-3.1-8B-Instruct).
• Ollama now used for GLiNER NER only.

2026-04-23

• Local dev bring-up fully validated — all 54 containers healthy, news pipeline flowing, 550+ unit tests pass.
• Fixed BP-179 (empty-string env var), BP-180 (asyncpg nullable param), BP-181 (ml-clients missing from rag-chat Docker image).

2026-04-10

• Auth foundation (PLAN-0025) shipped — Zitadel Cloud OIDC/PKCE, RS256 internal JWT, S9 security hardening (SEC-001/003/004/007/008), S1 user provisioning endpoint.