Moneyta Release Notes

A holding is now included in the overnight pricing run because you own it, rather than because we already carry a record for its symbol. Holdings your brokerage spells differently could have no record of their own, which kept them out of the run and left their daily change and history empty.

Holdings your brokerage spells differently, such as Berkshire Hathaway B shares, are now included in the overnight pricing run. They were being left out of it, so they had a price on the page but no daily close behind them, which left a gap in their daily change and history.

A holding your brokerage spells differently, such as Berkshire Hathaway B shares, now gets a price the moment you open the page, not only in the overnight run. When Moneyta works out what kind of investment a holding is, its bookkeeping entries are rewritten to match straight away. Before, the entries kept the earlier classification until an overnight check noticed. Your holdings, cost basis and history are unaffected either way.

Moneyta keeps a double-entry record behind your holdings and checks it against your transactions every night. That check can now say exactly what disagrees rather than only how many entries did, and there is a repair that replays the record from your transactions and is only saved if the result balances. Nothing about your holdings, cost basis or history changes.

Some holdings arrive from a brokerage under a spelling the market-data providers do not use, Berkshire Hathaway B shares among them. Yesterday's release taught Moneyta to price those on demand; now the nightly pricing run does too, so they no longer sit without a closing price each day.

Some holdings arrive from a brokerage under a spelling the market-data providers do not use, Berkshire Hathaway B shares among them. Moneyta now recognises those spellings and prices them, and where a price genuinely cannot be found the holding is shown as unpriced rather than as worth nothing. This mattered most on the tax page, which could offer an unpriced holding as a harvesting opportunity worth its entire cost. Unpriced holdings are now left out of harvesting entirely, and any prices previously stored as zero have been cleared so they refill with real ones.

Saving a list of holdings could fail with an error when several parts of Moneyta wrote to your portfolio at the same moment, which was most likely during first-time setup. Both causes are fixed, and your holdings, history and tax lots are written together as before.

Fund manager pages now stay fast and available when many are opened at once, including while the nightly SEC data load is running. Pages that are already prepared no longer wait on the database at all, and pages that need rebuilding are prepared a few at a time so the rest of Moneyta is never slowed down. A manager page that briefly cannot load now shows an error and recovers on the next visit, instead of claiming the manager does not exist.

Some holdings arrive from a brokerage under a spelling the market-data providers do not use, Berkshire Hathaway B shares among them. Moneyta now recognises those spellings and prices them, and where a price genuinely cannot be found the holding is shown as unpriced rather than as worth nothing. This mattered most on the tax page, which could offer an unpriced holding as a harvesting opportunity worth its entire cost. Unpriced holdings are now left out of harvesting entirely, and any prices previously stored as zero have been cleared so they refill with real ones.

Saving a list of holdings could fail with an error when several parts of Moneyta wrote to your portfolio at the same moment, which was most likely during first-time setup. Both causes are fixed, and your holdings, history and tax lots are written together as before.

Fund manager pages now stay fast and available when many are opened at once, including while the nightly SEC data load is running. Pages that are already prepared no longer wait on the database at all, and pages that need rebuilding are prepared a few at a time so the rest of Moneyta is never slowed down. A manager page that briefly cannot load now shows an error and recovers on the next visit, instead of claiming the manager does not exist.

Moneyta finds new company and fund-manager filings by reading the SEC's daily list of everything filed. The SEC publishes no list on a federal holiday, and after Labor Day the reader kept waiting for one that would never come, so filings from the following eleven days were not picked up from that list. It now recognises a day the SEC never published, moves on, and catches up the missed days by itself. The nightly operations check now also flags this kind of stall instead of reporting a clean day. The check for fund-manager filings as they are accepted, every fifteen minutes through the day, is now much lighter, so it no longer runs out of time.

Moneyta finds new company and fund-manager filings by reading the SEC's daily list of everything filed. The SEC publishes no list on a federal holiday, and after Labor Day the reader kept waiting for one that would never come, so filings from the following eleven days were not picked up from that list. It now recognises a day the SEC never published, moves on, and catches up the missed days by itself. The nightly operations check now also flags this kind of stall instead of reporting a clean day. The check for fund-manager filings as they are accepted, every fifteen minutes through the day, is now much lighter, so it no longer runs out of time.

The job that matches fund managers' filings to the companies Moneyta tracks was rewriting six years of history every night, which held the database's disk at its limit for over an hour and slowed everything else queued behind it. It now refreshes only the recent quarters that actually change, and the full history pass is a deliberate one-off.

The job that matches fund managers' filings to the companies Moneyta tracks was rewriting six years of history every night, which held the database's disk at its limit for over an hour and slowed everything else queued behind it. It now refreshes only the recent quarters that actually change, and the full history pass is a deliberate one-off.

The nightly job that matches fund managers' filings to the companies Moneyta tracks now reports which quarter it is working on, gives up after two minutes if another database session is blocking it, and says exactly where it stopped. Operators gain a read-only view of what the database is doing, with a switch to end a stuck session.