Product Updates

🔐 A sign-in experience that just works

• Logging in is faster and more reliable — we rebuilt the flow from the ground up to eliminate stuck spinners and "please try again" hiccups.

• Your session stays put. Refresh the page, close your browser, come back later — you pick up right where you left off.

• The app remembers you between visits so you're greeted correctly on a fresh start.

📱 A smoother mobile dashboard

• Redesigned bottom navigation bar for a cleaner, more modern feel.

• Content no longer hides behind the tab bar — News, Overview, and Holdings now scroll cleanly to the bottom.

• Safe‑area aware on newer phones, so nothing tucks under the home indicator.

🛡️ Smarter session & security handling

• Reworked idle timeout: you get a clearer warning before being signed out for inactivity.

• Analytics identity is properly reset between users — no more crossover after logging out and back in.

✨ Polish & bug fixes

• Accordion arrows now rotate correctly when expanding and collapsing sections.

• Simplified avatar display for a cleaner profile area.

• Resolved underlying platform errors so we can keep shipping on the latest framework.

Improvements

General

• Changed navigation menu in the mobile view to make it more like a native application. Instead of using the "hamburger" (☰) menu to switch views, have a bottom toolbar.

• Access to settings is now triggered through the bottom toolbar as well.

• Improved the login page to continue the persistence of animations.

• Improved look of the Avatar dropdown menu on desktop.

LINA

• We added a token count for LINA so that you can keep track of usage limits as the feature remains free for all users.

• The tokens refill daily.

Lux Guide

• We’ve enhanced the Lux Guide to improve tax efficiency in your trade recommendations. Sell decisions now account for the type of account—such as retirement vs. taxable—helping minimize potential tax impact while staying aligned with your portfolio strategy.

Onboarding

• Changed the onboarding process to be friendlier and requested users to provide additional information to be able to make better recommendations.

Improvements

General

• Introducing: LINA, our AI advisor trained to help our users navigate their financial journey using our proprietary tools and portfolio management best practices.

• Changed notification icon to a bell to avoid confusion with the AI assistant (sparkling stars)

• Integrated Intercom Support to the mobile sidebar to improve visibility of dashboard in smaller mobile devices.

• Added a timeout which will automatically disconnect users after a set period.

Bug Fixes

General

• Fixed some styling issues that were making text less visible in dark mode

• Improved text propagation to ensure consistent styling

• Improved look and feel of the benchmarks section

Improvements

General

• Created the "What's New" button to get information on the latest update version

• Added the following metrics to the Lux Score: Leverage, Fees, and Churn

• Increased size of individual benchmarks so that it looks cleaner and more detailed

• Changed colors for asset classes to distinguish US Equities vs Int'l Equities

Bug Fixes

Dashboard:

• Fixed tooltip which cut off at edges of screen in the news area

Lux Guide

• Fixed error where click to undo did not work properly

Improvements

General

• Created advanced portfolio settings to facilitate custom allocation

• Created a fund selector so you can choose preferred funds for Lux Guide recommendations

• Streamlined notifications to reduce clutter and prioritize most recent notification per type

• Created a hold to mark as unread notifications

• Changed order of notifications to have the portfolio settings as default view

Bug Fixes

General

• Fixed issue with Historical Lux Score only appearing in Overview

Improvements

General

• Added widget for historical Lux Score

• Added widget for portfolio allocation alert

• Added read/unread notification toggle

• Added a placeholder for new users where the portfolio timeseries should be

Bug Fixes

• Fixed counter error in notification - counting all notifications instead of only high-priority ones

• Fixed notifications redirecting to different tabs, switch to dynamic widgets (see improvements)