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v1.29.9February 18, 2026

Portfolio Shift Overhaul, Virtualized Archive & More...

Hello, welcome to this week's update! We've been focused on polishing the Portfolio Shift experience, improving performance across the archive, and squashing bugs throughout the platform.

New Features

  • We added virtualized scrolling across all archive tabs — entities, documents, and recordings now use windowed lists with automatic infinite scroll for smoother performance #297
  • We added smart entity auto-populate when creating tasks — the entity field now pre-fills from your current page context, saving you a step #296
  • We added click-to-copy on entity names and person details in the CRM, plus a refreshed vault mode toggle with clearer labels #299

Improvements

  • We've fixed silent sync failures that could occur after idle periods by centralizing Electric token management with proactive refresh
  • We've redesigned the rich text bubble menu with container-aware positioning so it never overflows the editor #295
  • We've fixed tooltip delays across the app — tooltips now properly respect the global 400ms delay instead of appearing instantly
  • We've renamed checklist delete to remove with updated styling and fixed activity feed timeline icons showing transparent backgrounds #298
  • We've sorted CRM overview documents by creation date and updated all document timestamps for consistency across the details panel #299
  • We've cleaned up ~50 debug console.log statements that were leaking to the browser console across multiple modules

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

Lucas

CTO & The Product Team

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