Lucas · Jan 7, 2026
v1.28.5: File Storage Multi-Select, Portfolio Shift Improvements & More
This patch continues our iteration on File Storage with Google Drive-style multi-select, plus improvements to Portfolio Shift and Meeting Notes refinement.
Lucas · Jan 6, 2026
v1.28.4: Upload Progress & Toast Persistence Fixes
A quick patch release with fixes to ensure upload progress and notifications stay visible as you navigate.
Lucas · Jan 6, 2026
v1.28.3: Vault Drag-and-Drop Upload & Bug Fixes
This patch continues our vault improvements with a more intuitive upload experience and fixes for folder display.
Lucas · Jan 6, 2026
v1.28.2: Vault UX Improvements & Bug Fixes
This patch release brings several quality-of-life improvements to the vault, along with fixes for the release notification system.
Product Pulse
All updatesJan 7, 2026
Star Folders in Vault
You can now star folders in the Vault to quickly access your most important directories.
Jan 7, 2026
Securities Context in Meeting Notes Refinement
Meeting notes refinement now includes trade rationale from your securities database.
Jan 7, 2026
Portfolio Shift Now Correctly Shows "ALL" for Split Full-Position Sells
Fixed display showing unit count instead of "ALL" when selling full positions to multiple targets.
Jan 7, 2026
Smarter Cash Feedback in Portfolio Shift
Get instant visual feedback on cash allocation with inline notifications and surplus warnings.
Lucas · Jan 5, 2026
v1.28.1: Vault Folder Upload Improvements & Bug Fixes
This patch release focuses on improving the vault folder upload experience with better progress tracking, clearer completion states, and expanded file support.
Lucas Stifano · Jan 5, 2026
v1.28.0: Files Vault, Team Permissions, Client Groups & Portfolio Shift
Happy New Year everyone! I'm excited to share our first major release of Advisor Terminal with you via our new release notes. This is how we'll keep you updated on new features, improvements, and ever...
Lucas Stifano · Dec 30, 2025
Client Group: A Managed Entity Architecture
Managed Entities models households, corporations, and trusts the way they actually exist, so your notes, tasks, documents, and workflows stay organized without duplication.
Lucas Stifano · Dec 30, 2025
What is New in Portfolio Shift: Unified Rebalancing for Funds, Stocks, ETFs, Cash and Tax
Portfolio Shift grows from a mutual fund rebalancer into a complete portfolio construction engine handling funds, equities, ETFs, cash constraints, and tax impact in one workflow.
Lucas Stifano · Dec 30, 2025
RBAC: Team Access and View Only Mode
Role Based Access Control lets you control what each team member can do and which client entities they can see, enabling cleaner collaboration and tighter privacy.
