Moneyta Release Notes

A new animation opens the home page: what you own gathered into one number, the Vault behind a PIN, asking your own AI about your holdings, and the desk reading a company's filings and arguing it out before it writes anything down. It waits for the page to finish loading before it starts, and it does not download at all if your phone is set to save data. Opening a fund manager you have not looked at before was taking close to two seconds. The manager's book is now held ready the way every other filings page already was, and it stays ready when other managers file, so the page opens straight away whether or not anyone has been there recently. Stock pages open faster too, and the ones nobody has visited lately are no longer the slow ones. The ownership figures are worked out in far fewer steps, and the market-wide comparison every stock is measured against is now worked out once for the whole market rather than again for each name.

A new animation opens the home page: what you own gathered into one number, the Vault behind a PIN, asking your own AI about your holdings, and the desk reading a company's filings and arguing it out before it writes anything down. It waits for the page to finish loading before it starts, and it does not download at all if your phone is set to save data. Opening a fund manager you have not looked at before was taking close to two seconds. The manager's book is now held ready the way every other filings page already was, and it stays ready when other managers file, so the page opens straight away whether or not anyone has been there recently. Stock pages open faster too, and the ones nobody has visited lately are no longer the slow ones. The ownership figures are worked out in far fewer steps, and the market-wide comparison every stock is measured against is now worked out once for the whole market rather than again for each name.

"What changed since the last read" and the Time Machine were two views of the same thing. Now the line above today's Snapshot is the door: See what changed opens the Time Machine one read back, with the full delta under its ribbon, where the move came from, what the desk saw that it had not before, what it could not check, and how the claims were re-written. One rail, one ribbon, one place to look. The Time Machine and the Snapshot fit a phone and a tablet. The rail sits above the decks on a narrow screen and beside them on a wide one, cards wrap their dots and pills instead of spilling past the edge, and nothing scrolls sideways. Research today answers the click at once. The desk assembles its evidence before it hands back a run, which can take a while on a name it has not seen lately, and the button used to sit unchanged for all of it. It now reads Researching now from the moment you click, and the desk fetches its sources side by side instead of one after another.

"What changed since the last read" and the Time Machine were two views of the same thing. Now the line above today's Snapshot is the door: See what changed opens the Time Machine one read back, with the full delta under its ribbon, where the move came from, what the desk saw that it had not before, what it could not check, and how the claims were re-written. One rail, one ribbon, one place to look. The Time Machine and the Snapshot fit a phone and a tablet. The rail sits above the decks on a narrow screen and beside them on a wide one, cards wrap their dots and pills instead of spilling past the edge, and nothing scrolls sideways. Research today answers the click at once. The desk assembles its evidence before it hands back a run, which can take a while on a name it has not seen lately, and the button used to sit unchanged for all of it. It now reads Researching now from the moment you click, and the desk fetches its sources side by side instead of one after another.

Every research report now opens on a Snapshot: one question per card, one answer, one plain-English line. The desk's read, how sure it is, how fragile the case, whether the read moved, whether a named risk fired, who is accumulating, how the name is trending, what survived the debate, what would change the desk's mind, what it is worth, and how fresh the evidence is. The Street's ratings, targets and moves sit in their own group, labelled context only. Tap any card for how we got it. Opening a name never starts research any more. The workstation shows what is on file and one button says what a click would do: today's read is ready (shared, at no cost), the desk is already writing it, or research today, and on Silver what that costs. Reads never count against your month; only asking the desk does. The research library opens straight into the workstation for whichever name you pick, on its Snapshot, with Overview and Full report one tab away. You can pin the view that opens first. A Time Machine for every name: press T or the header button and every read the desk has written stacks behind today's. Step back through them, see which cards changed and why between one read and the next, then open that read or compare it with today. Public stock pages carry the Snapshot's questions with a lock gate: the desk's own output on featured names is open to everyone; the rest fills in the moment you sign in. A tax lot with an estimated purchase date now says its holding period is unknown in…

Every research report now opens on a Snapshot: one question per card, one answer, one plain-English line. The desk's read, how sure it is, how fragile the case, whether the read moved, whether a named risk fired, who is accumulating, how the name is trending, what survived the debate, what would change the desk's mind, what it is worth, and how fresh the evidence is. The Street's ratings, targets and moves sit in their own group, labelled context only. Tap any card for how we got it. Opening a name never starts research any more. The workstation shows what is on file and one button says what a click would do: today's read is ready (shared, at no cost), the desk is already writing it, or research today, and on Silver what that costs. Reads never count against your month; only asking the desk does. The research library opens straight into the workstation for whichever name you pick, on its Snapshot, with Overview and Full report one tab away. You can pin the view that opens first. A Time Machine for every name: press T or the header button and every read the desk has written stacks behind today's. Step back through them, see which cards changed and why between one read and the next, then open that read or compare it with today. Public stock pages carry the Snapshot's questions with a lock gate: the desk's own output on featured names is open to everyone; the rest fills in the moment you sign in. A tax lot with an estimated purchase date now says its holding period is unknown in…

Every name in your portfolio, and every name on your Idea Pad, is now followed automatically. Buy something and it joins your follows the same moment; sell out or close the idea and it leaves. Nothing to remember. Follows you chose yourself are never touched, and if you unfollow a name we added for you, it stays unfollowed until you decide otherwise. The names added for you do not count against your plan's follow limit. Your follows list now says why each name is there: Held, Idea, or one you picked. In the research library, the full workstation now opens inside the same pane instead of on a new page. A breadcrumb at the top of the pane takes you back to the read, or to the library, in one click with nothing reloading. Press Enter on a row to open it, Escape to step back, and the browser's Back button works too.

Every name in your portfolio, and every name on your Idea Pad, is now followed automatically. Buy something and it joins your follows the same moment; sell out or close the idea and it leaves. Nothing to remember. Follows you chose yourself are never touched, and if you unfollow a name we added for you, it stays unfollowed until you decide otherwise. The names added for you do not count against your plan's follow limit. Your follows list now says why each name is there: Held, Idea, or one you picked. In the research library, the full workstation now opens inside the same pane instead of on a new page. A breadcrumb at the top of the pane takes you back to the read, or to the library, in one click with nothing reloading. Press Enter on a row to open it, Escape to step back, and the browser's Back button works too.

When a broker hands us a holding without its trading history, we used to date it the day we first saw it. That made shares you had owned for years look newly bought, and a sale of them look short-term when it was not. Where your broker can tell us when you actually bought each parcel of shares, we now use those real dates and their real cost. Holding periods, the short or long term label, and the tax estimate all follow from the truth instead of a stand-in date. The trade history now says when a holding was restated from the broker's own records, and which entry it replaced. Holdings a broker still cannot date keep the old estimate and stay marked as estimated, so you can always tell the two apart. The research library could fail to open with a 'Could not load' message. It now opens in well under a second, and if the desk is ever slow to answer you get a plain message and a Try again button instead of a dead end. The library's filters are now four plain questions: the desk's verdict, what changed, what is yours, and how recently it was researched. Every option shows how many reports it would leave you with, and the sort and Clear all controls sit right next to the count. Typing in the library's search box no longer marks reports as read on the way past. Only opening a report counts. The library now opens on your own holdings: the names you hold that the desk has written on come first, and the ones it has not yet are listed too, each one a click from sending the desk to work o…

When a broker hands us a holding without its trading history, we used to date it the day we first saw it. That made shares you had owned for years look newly bought, and a sale of them look short-term when it was not. Where your broker can tell us when you actually bought each parcel of shares, we now use those real dates and their real cost. Holding periods, the short or long term label, and the tax estimate all follow from the truth instead of a stand-in date. The trade history now says when a holding was restated from the broker's own records, and which entry it replaced. Holdings a broker still cannot date keep the old estimate and stay marked as estimated, so you can always tell the two apart. The research library could fail to open with a 'Could not load' message. It now opens in well under a second, and if the desk is ever slow to answer you get a plain message and a Try again button instead of a dead end. The library's filters are now four plain questions: the desk's verdict, what changed, what is yours, and how recently it was researched. Every option shows how many reports it would leave you with, and the sort and Clear all controls sit right next to the count. Typing in the library's search box no longer marks reports as read on the way past. Only opening a report counts. The library now opens on your own holdings: the names you hold that the desk has written on come first, and the ones it has not yet are listed too, each one a click from sending the desk to work o…