Moneyta Release Notes

A new Library page lists every report the desk has written — hundreds of names — as an inbox: the list on the left, the full report on the right, keyboard-driven. Every one of them opens without spending a run. Screen the whole library on what only the desk knows: its verdict and confidence on each name, how much weight the read can bear, whether it has changed its mind since the last report, whether a risk it named has since materialised, and where institutions are adding. Plus your own overlay — unread, held, S&P 500. Every screen is a link. Filter down to the names the desk turned cautious on this month and send the URL.

A new Library page lists every report the desk has written (hundreds of names) as an inbox: the list on the left, the full report on the right, keyboard-driven. Every one of them opens without spending a run. Screen the whole library on what only the desk knows: its verdict and confidence on each name, how much weight the read can bear, whether it has changed its mind since the last report, whether a risk it named has since materialised, and where institutions are adding. Plus your own overlay: unread, held, S&P 500. Every screen is a link. Filter down to the names the desk turned cautious on this month and send the URL.

A few well-known companies still would not line up with their SEC filings because of an apostrophe or a set of initials in the name. They now do.

Stock exchanges and the SEC write the same company name differently, and the mismatch was stopping us linking hundreds of well-known companies to their filings. We now read past the boilerplate, so those companies can carry real SEC data.

If our data provider briefly returned nothing for a fund, that empty answer could hide the holdings we already had, leaving the fund looking empty for a day. Stored holdings now always win, so a quiet feed no longer blanks a fund.

Fund filings name each holding by an identifier code rather than a ticker, and we could only match a fraction of them — so an S&P 500 fund looked like it held about a third of the index. We now recognise those codes several ways over, naming far more of what a fund actually owns. This is what your look-through reads: which companies you really own, and in which sectors, through the funds you hold.

The monthly job that refreshes what each ETF holds had been failing whenever it reached a very large fund, which left holdings lists incomplete across the site. It now loads them in batches, so broad-market and world funds come through in full. This is what powers the look-through on your portfolio: seeing how much of a company you really own through the funds you hold.

A few well-known companies still would not line up with their SEC filings because of an apostrophe or a set of initials in the name. They now do.

Stock exchanges and the SEC write the same company name differently, and the mismatch was stopping us linking hundreds of well-known companies to their filings. We now read past the boilerplate, so those companies can carry real SEC data.

If our data provider briefly returned nothing for a fund, that empty answer could hide the holdings we already had, leaving the fund looking empty for a day. Stored holdings now always win, so a quiet feed no longer blanks a fund.

Fund filings name each holding by an identifier code rather than a ticker, and we could only match a fraction of them, so an S&P 500 fund looked like it held about a third of the index. We now recognise those codes several ways over, naming far more of what a fund actually owns. This is what your look-through reads: which companies you really own, and in which sectors, through the funds you hold.

The monthly job that refreshes what each ETF holds had been failing whenever it reached a very large fund, which left holdings lists incomplete across the site. It now loads them in batches, so broad-market and world funds come through in full. This is what powers the look-through on your portfolio: seeing how much of a company you really own through the funds you hold.

We checked every stock page we offer to search engines and found three that had nothing to display. Our listings now apply exactly the same test the page does, so what we advertise and what we show cannot drift apart.

A stock we hold no SEC data for used to open a page with blanks where the revenue, earnings and institutional figures should be. Those addresses now say plainly that there is nothing there, instead of showing an empty frame.

Stock pages we hold no SEC data for are no longer offered to search engines. Our search listings now cover 368 stock pages, 501 fund managers and 1,035 pages in total, each one with something real on it. Fund manager filings are now picked up within minutes of being filed, rather than waiting for the SEC's once-a-day index.

We checked every stock page we offer to search engines and found three that had nothing to display. Our listings now apply exactly the same test the page does, so what we advertise and what we show cannot drift apart.

A stock we hold no SEC data for used to open a page with blanks where the revenue, earnings and institutional figures should be. Those addresses now say plainly that there is nothing there, instead of showing an empty frame.

Stock pages we hold no SEC data for are no longer offered to search engines. Our search listings now cover 368 stock pages, 501 fund managers and 1,035 pages in total, each one with something real on it. Fund manager filings are now picked up within minutes of being filed, rather than waiting for the SEC's once-a-day index.