Finally - New Releases
Today the model portfolio stack graduated from whiteboard math to a production deployment. Zeus is updated, documented, and wired into the same monitoring that powers everything else.
There are also several other announcements that will be mentioned throughout this article, please stay tuned and leave a comment if you are willing to participate and provide ample feedback when it comes to testing in UX. If you do happen to see a bug, even if you are currently testing or not, please report it to the customer support chat.
Zeus Model Portfolio (Beta Is Live)
Zeus is officially out of the lab. Well, of course with all the other model portfolios that will soon be coming. This is still technically in beta - If you see anything that looks off, please report it here Support
Real-time Analytics: You can subscribe to Zeus directly in the notification center to ensure that every time a trade is made, you are updated and aware
Change log: Every rebalance, DRIP , transaction and comment is timestamped.
Tracked stats: Trailing twelve month income, contribution/withdrawal history, position-level risk scores, and drift from target weights.
Context notes: Every trade supports internal notes so we can explain why a transaction was made.
Personal Portfolios (Beta Wave Kicks Off Next Week - LEAVE A COMMENT IF YOU WANT TO HELP TEST!)
Personal portfolios ride the same math as Zeus, they just belong to you instead of the shared model shelf.
Bulk CSV import: Launching with the beta so you can drop in existing holdings without 400 transaction submissions.
Brokerage connectivity: Plaid-based sync is still targeted for mid-December.
Again, drop a comment if you want to help test. The more weird edge cases I get now, the fewer “Connor, why?” messages I’ll see later.
Back Tester Update (Target: Monday Beta)
The back tester is graduating from the “Connor’s private lab” phase. Which now means you can rerun decades of history with the real allocation math, cash drag, guardrails, and DRIP toggles.
Scenario Knobs: Custom rebalance windows (daily/weekly/monthly/quarterly), re-entry delays after guardrails trigger, leverage caps, and optional cash drag adjustments.
Benchmarks: You will be able to compare the basket of stocks you have selected with any ticker in our database.
Detailed Analytics: you'll be able to get a deep dive into the performance history, the actual transactions that were done during rebalancing, benchmark comparisons, risk scoring, and more. This will actually be a great headway into the next phase, which will be adding forecasting.
Target is to open beta access on Monday. If the tester group uncovers anything serious (and they usually do), I’ll delay instead of shipping garbage. I owe you working tools, not heroics.
Research Terminal Alpha (Live For Alpha Testing)
The Research Terminal alpha is now live you’ll see price targets, Safety, and Quality +50 other metrics (with over 500+ coming) show up directly inside the terminal.
Bulk data downloads so you can rip the datasets you care about instead of screen-scraping.
Google Sheets plug-in (alpha targeted for end of month - NOT RELEASED) so you can wire the numbers straight into existing workbooks.
Please keep in mind that we are still fine-tuning the safety and quality scores after hard-cutting them into the system. We are also expecting to release the GNG price targets soon. The current price targets in the system are from the data provider and analyst. You can see that it will report how many analysts are reporting on that specific company and the price target assigned and their ratings. I just thought this was important to mention that this is not our internal rating system.
Also important to mention that yet again, you've accepted the terms of service (I know because you can see this) e and you fully understand that none of this is investing advice whatsoever. Please do your own research and due diligence before making any decisions. ;)
Please let me know if you notice any weird formatting anomalies, such as incorrect decimal places, or anything along those lines. Or for calculated metrics, if anything seems entirely off that you happen to know off the top of your head. Please let me know so I can look into it further.
Try it out now (But please come finish this article afterwards): Research Terminal
Articles Updates (Shipped)
I finally fixed the mobile article layout. Figures stretch edge-to-edge, captions snap under the image, and images maintain a readable aspect ratio. If you ran into the old, squashed layout, reload and enjoy an experience that doesn’t feel like 2014.
Also, for the desktop version, we just released the new style update for articles with word wrap and proper headers.
Profile → Support Live Chat (Expanded This Week)
Support tooling finally caught up. The Profile page now has a dedicated “Support” button that launches our live chat rail. It pipes into the new customer service console (actual humans not ai) so the team can triage bugs, questions, and feature requests without waiting for me to forward emails. Use it anytime, screenshots welcome.
Community Chat Update (Target: Next 7 Days)
I’m rebuilding the member chat surface so it’s faster, cleaner, and integrated with the same auth flow as the rest of the app. The target is to roll it out within the next week.
Getting Started Tutorials (Rolling Out Over the Next Two Weeks)
As each feature stabilizes, I’m recording short “how to” walkthroughs. I won’t work on tutorials for features that still shift every 24 hours, hence the two week timeline.
Oh, and another small mention. Just because I spent time on this, please visit the Analysts Page to see our analysts. ;)
Don't worry, we still have all the other cool stuff mentioned on the roadmap. It's just a little bit further down the line. If you're wondering what I'm talking about, read my previous articles where I talk about the AI Report implementation and other neat features coming in the future. I just wanted to mention this because, I want you to know I did not forget, and we did not scrap the idea. I was updating you on the current status of things that are right in front of me.
And finally, the last thing I'll mention is the fact that I have secured the data licensing for intraday data. This means that eventually, the annoying block on the charts will be removed. But it will be important to note that the data will be 15-minute delayed.
What I Need From You
Leave a comment if you want to test personal portfolios.
Send any Portfolio anomalies (math, copy, whatever) with timestamps so I can tweak.
And let me know any other general feedback you feel about us as a service so far. Speaking for the entire team, we've worked tirelessly to try to get this up and running.
Thanks for riding along. Quality first, even when that means telling you it might slip a day… or week sometimes.