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v1.28.5January 7, 2026

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.

New Features

  • We added Google Drive-style multi-select to File Storage—click, Shift-click, Ctrl-click, or drag to select multiple files for bulk actions #9166c7a
  • We added bulk delete and ZIP download for selected files, with full folder structure support in downloads #e522e89
  • We added a cash surplus warning to Portfolio Shift that alerts you when target allocations don't use all available cash #208bd42
  • We added inline residual allocation feedback in Portfolio Shift, replacing the previous toast notification for clearer guidance #de99f1d
  • We added securities context integration to Meeting Notes AI refinement—your holdings now inform smarter summaries #dab8c89
  • We increased the Reason to Own character limit to 1,000 characters so you can document your investment thesis more thoroughly #9c0754e

Improvements

  • We've fixed drag-select in File Storage no longer clearing your selection when you release the mouse #c9d8f06
  • We've fixed empty space clicks in File Storage now properly clear selection without triggering navigation #ec3a276
  • We've improved bulk action buttons and file card styling in File Storage for a cleaner look #c2c1b49
  • We've fixed Portfolio Shift now showing "ALL" correctly when selling a full position in linked sell-buy trades #9f82736
  • We've fixed special characters in filenames now being sanitized on upload to prevent S3 storage issues #68333ae

Explore the latest updates and share your thoughts with us. Your feedback plays a crucial role in helping us improve Advisor Terminal for everyone.

Lucas

CTO & The Product Team

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