Home page feature badge verification is more reliable
Fixed
- ·The home page feature badge now uses the exact embed code provided by the listing platform, improving automated verification.
Version Log
Every public product update is recorded here: new features, experience improvements, and fixes. Latest releases appear first.
Third-party feature badge added to the home page
Improved
- ·The home page footer now shows 13F.chat's third-party feature badge so new visitors have a clearer trust signal when they arrive.
Account data moved to a fresh isolated data source
Improved
- ·Account, credits, orders, support tickets, and email preferences now use the new isolated data tables, restoring the signed-in account flow on dev.
Fixed
- ·Fixed account data access after the database rebuild so sign-in, My Credits, and Orders can read and write user data again.
Account pages open correctly after dev sign-in
Improved
- ·Account lookups on dev now work with the available user data, and credits or orders show an empty state when those datasets are unavailable instead of interrupting sign-in.
Fixed
- ·Fixed a dev issue where Google sign-in succeeded but My Credits still sent users back to sign-in when the 13F database tables had not been initialized yet.
Dev account data restored after sign-in
Improved
- ·Dev deployments now apply the local deployment environment's database connection settings so stale placeholder database URLs do not reach the live dev worker.
Fixed
- ·Fixed a dev issue where account data could not load after a successful sign-in, causing My Credits to send users back to sign-in.
More stable account redirects after sign-in
Improved
- ·The sign-in flow now confirms account data is available before returning to the requested page, and stale sessions stay on sign-in so they can be refreshed.
Fixed
- ·Fixed an issue where opening Account or My Credits after sign-in could bounce between the sign-in page and the account page.
Google sign-in restored on dev
Improved
- ·Dev deployments now apply the local deployment environment's sign-in settings during upload, preventing placeholder values from reaching the live dev worker.
Fixed
- ·Fixed a dev environment issue where Google sign-in could land on a server configuration error page. Dev and production now use the same Google sign-in credentials.
Account menu navigation is more reliable
Improved
- ·When sign-in is required again, the sign-in flow now returns you to the account, credits, or orders page you were trying to open.
Fixed
- ·Fixed an issue where Account, My Credits, and Orders could send some signed-in users back to the home page.
Expandable sidebar for public fund pages
Improved
- ·Public fund detail pages now use the same expandable sidebar pattern as the workspace, making key sections easier to reach.
- ·The sidebar highlights the current page and keeps theme and sign-in actions clear while collapsed.
Consistent fund header across public and signed-in views
Improved
- ·Fund detail headers now show the same core facts before and after sign-in: fund name, manager, fund type, holdings count, and data date.
- ·Fund type badges now distinguish investment managers, public companies, ETFs, and mutual funds in both light and dark themes.
Fixed
- ·Search metadata keeps the full legal fund name for clearer long-tail search results.
Richer home research feed and fund search
New
- ·The home page now includes fund search in the popular and latest research sections, with matches by fund name, manager, or ticker.
- ·The 13F Holdings page now includes the same quick fund search near the page title.
Fixed
- ·The What Changed Recently section now shows recent holding changes again, including direction, date, and fund.
Workspace fund detail layout improved for wide screens
Improved
- ·The signed-in fund detail workspace now uses wide screens more effectively, keeping research messages, plans, and fund facts easier to scan.
- ·Top fund information has more room, reducing cramped labels for long fund names.
Clearer loading feedback on public fund pages
Improved
- ·Public fund pages now show clearer loading and ready states while data is being prepared.
Fixed
- ·The interface avoids empty-looking states when fund information is still loading.
Pricing page structured data refined for subscriptions
Improved
- ·The pricing page now presents subscription information more clearly to search engines.
- ·Plan details are described in a cleaner public format for users comparing account options.
More consistent SEO signals across public pages
Improved
- ·Public pages now use more consistent canonical URLs, descriptions, and search-oriented copy.
Fixed
- ·Several public URLs now send clearer indexing signals for search discovery.
Cleaner structured data for search results
Improved
- ·Search result metadata has been tightened so public pages can be interpreted more consistently.
Fixed
- ·Structured data is now less likely to contain mismatched page context.
Related links:Version Log
More accurate fund workspace creation
Improved
- ·The transition from a public fund page to a signed-in workspace is smoother.
Fixed
- ·Creating a fund workspace now resolves the selected fund more accurately.
Related links:13F Holdings
More reliable optimization branch status
Improved
- ·Users get clearer feedback when an optimization is tested and ready to review.
Fixed
- ·Optimization branch status is now shown more reliably while results are being prepared.
Related links:Portfolio Optimization
Updated static fund data and strategy insights
Improved
- ·Fund data, holdings, and strategy insight snapshots have been refreshed.
- ·Public fund pages and workspace previews now have more up-to-date 13F context.
Related links:13F Holdings
More complete fund workspace top bar
Improved
- ·The workspace top bar now keeps important fund identity and status details visible.
Fixed
- ·Long fund names have more stable spacing in the workspace header.
Faster loading for large fund analysis data
Improved
- ·Large fund analysis responses now load in smaller, more focused pieces.
- ·The 13F Holdings table avoids unnecessary repeated loading for top holdings.
Related links:13F Holdings
Home page speed and search recognition improvements
Improved
- ·The home page has been tuned for faster first viewing and clearer search context.
- ·Important 13F and AI research keywords are placed more naturally in public copy.
Related links:Home
Faster 13F Holdings list loading
Improved
- ·The 13F Holdings list now loads top holdings data more efficiently.
Fixed
- ·Top holdings are less likely to appear incomplete while the full list is loading.
Related links:13F Holdings
More consistent search engine signals
Improved
- ·Canonical URLs and public page metadata now align more consistently across the site.
Fixed
- ·The site avoids sending mixed domain signals for key public pages.
Fund data sources separated by environment
Improved
- ·Development and production fund data sources are now separated to keep updates safer.
- ·Private fund data remains accessed through the site rather than exposed as public files.
Clearer local, development, and production deployment flow
Improved
- ·Environment-specific deployment settings are now clearer for local, development, and production releases.
Fixed
- ·Deployment checks help reduce the risk of sending updates to the wrong environment.
Home search presentation and canonical signal improvements
Improved
- ·Home page search and public page canonical signals are more consistent.
- ·The home page keeps 13F and chat context visible without overloading the first screen.
Related links:Home
Simpler footer contact information
Improved
- ·The footer now focuses on the support email and removes less relevant social links.
- ·Footer content is cleaner across public pages.
Lighter and more private fund detail data access
Improved
- ·Fund detail data is now loaded through a lighter private data access path.
- ·Large fund files are no longer treated as directly public assets.
Upgraded home AI research entry and fund list experience
New
- ·The home page now presents the AI research experience with a more interactive portfolio conversation preview.
Improved
- ·Fund lists and research sections are easier to scan from the first page.
Improved reading order for fund insights and detail pages
Improved
- ·Fund insight lists now prioritize fund names and questions in a clearer order.
Fixed
- ·Insight links now point to fund detail pages instead of removed insight detail URLs.
Related links:Insights
Further display improvements for fund lists and detail pages
Improved
- ·Fund list rows, hover states, and detail cards are easier to read.
- ·Dates and labels are displayed more consistently across research sections.
Related links:13F Holdings
Public fund pages and workspace data continue to align
Improved
- ·Public fund pages and signed-in workspaces now share more consistent data and labels.
Fixed
- ·More public fund pages now open correctly after data updates.
Strategy branch data definitions continue to align
Improved
- ·Strategy branch metrics now follow more consistent definitions across the workspace.
Fixed
- ·Official branch information is displayed more reliably for each fund.
Baseline fund analysis data alignment
Improved
- ·Baseline metrics and holdings context are easier to compare with other strategies.
Fixed
- ·Baseline fund analysis now aligns more closely with the latest fund data.
Easier browsing for holdings detail and workspace entry
Improved
- ·Holdings detail views and workspace entry points are easier to discover from fund pages.
- ·The fund experience now better supports moving from public research to signed-in analysis.
More accurate fund data and holding-change display
Improved
- ·Fund detail pages better explain recent portfolio changes.
Fixed
- ·Holding changes now display more accurate direction and weight information.
More readable workspace fund cards and backtest lists
Improved
- ·Workspace fund cards now make strategy names, metrics, and summaries easier to scan.
- ·Backtest result lists use clearer spacing and labels.
Workspace fund names and sitemap discovery improvements
Improved
- ·Workspace fund names now follow clearer naming rules.
Fixed
- ·Sitemap entries better reflect public fund pages for search discovery.
Holdings detail tab display improvements
Improved
- ·Holdings detail tabs now switch more smoothly and keep content easier to read.
Fixed
- ·Tab labels and active states are more consistent.
Public site logo display fix
Improved
- ·Brand presentation is more consistent across public pages.
Fixed
- ·The public site logo now displays correctly in the header and key brand areas.
Unified site icon and workspace sidebar experience
Improved
- ·The site icon and workspace sidebar now feel more consistent across public and signed-in areas.
- ·Sidebar actions are easier to understand through clearer icons and spacing.
Smoother workspace conversation, optimization, and comparison experience
Improved
- ·Workspace conversations now flow more naturally between insight, optimization, and comparison tasks.
- ·Strategy comparison content is easier to review.
Holdings detail dialog adds multi-period comparison
New
- ·Holdings detail now supports both multi-period comparison and historical detail views.
Improved
- ·Users can inspect position changes across periods without leaving the current fund context.
Fund detail pages and 13F data display further unified
Improved
- ·Fund detail pages now present 13F holdings, metrics, and summaries in a more unified format.
- ·Public and workspace views use more consistent labels and layout.
Lighter static fund data loading and more stable pages
Improved
- ·Static fund data now loads with less page overhead.
Fixed
- ·Several public pages and deployment paths are more stable.
Expanded static fund data and clearer public holdings preview
New
- ·Public fund pages now include expanded static data for more funds.
Improved
- ·Holdings previews are clearer before signing in.
Related links:13F Holdings
Shorter fund URLs and stronger public holdings preview
New
- ·Fund pages now use shorter, cleaner public URLs.
Improved
- ·Public fund previews include stronger holdings detail before sign-in.
Cleaner workspace branch cards and unified email signature
Improved
- ·Workspace branch cards now present strategy metrics in a cleaner layout.
- ·Product email signatures now use consistent English branding.
Account menu sign-out and global notification polish
New
- ·The personal account menu now includes a clearer sign-out action.
Improved
- ·Global notifications and email branding have been polished to reduce repetition and improve clarity.
Full optimization review dialog
New
- ·Optimization plans now include a fuller review dialog for reading generated strategy details.
Improved
- ·The review flow is easier to follow before implementation.
Personal center and email-code password reset
New
- ·A personal center is now available for account-related actions.
- ·Users can reset passwords with an email verification code.
Language and theme switching added to the workspace top bar
New
- ·The workspace top bar now includes language and theme switching.
Improved
- ·Users can adjust display preferences without leaving the workspace.
Longer workspace loading window and friendlier failure page
Improved
- ·Workspace loading now allows more time for larger fund analysis tasks.
Fixed
- ·If loading cannot complete, users see a clearer recovery page.
Visible workspace loading progress and corrected percentage metrics
New
- ·Workspace loading now shows visible progress.
Fixed
- ·Annualized return and drawdown percentages now display with the correct scale.
Start implementation now appears inside the conversation
Improved
- ·Implementation options now appear directly inside the conversation flow.
- ·Candidate strategy actions are easier to compare before starting.
Optimization rule cards and branch metric badges
Improved
- ·Optimization rule cards are easier to scan.
- ·Branch cards now use clearer metric badges for backtest results.
Optimization mode adds a Start implementation action
New
- ·Optimization mode now includes a clear Start implementation action.
Improved
- ·A supporting prompt helps users understand the next step.
Optimization mode now shows generation progress
New
- ·Users can now see progress while an optimization plan is being generated.
Improved
- ·The workspace feels more responsive during longer optimization tasks.
Credit warning messages no longer repeat
Improved
- ·Account limit feedback is quieter and easier to understand.
Fixed
- ·Credit-related warning messages now avoid duplicate popups.
Workspace conversation supports Insight and Optimize modes
New
- ·Workspace conversations now support switching between Insight and Optimize modes.
Improved
- ·Users can move from fund research to strategy optimization in one workspace.
Baseline strategy visible for non-Google email sign-in
Improved
- ·Workspace access is more consistent across sign-in methods.
Fixed
- ·Users signing in with email can now see the Baseline strategy in fund workspaces.
Default light mode and restored public preview status bar
Improved
- ·The public site now starts in light mode by default.
Fixed
- ·The public workspace preview shows its top status bar again.
Public workspace preview with full-screen layout and switchable strategies
New
- ·Fund pages now include a public workspace-style preview with switchable strategies.
- ·Charts and fund panels are available in a larger preview layout.
Fund detail pages rebuilt with public workspace preview and static report archive
New
- ·Fund detail pages now combine a public workspace preview with archived static reports.
Improved
- ·Users can understand a fund before signing in, then continue in the workspace.
Related links:13F Holdings
New visual style with quantitative dashboard colors and theme switching
New
- ·13F.chat introduced a new quantitative dashboard visual direction.
- ·Light and dark theme switching is now available across the public experience.
Workspace data panels expanded and aligned
New
- ·Additional analysis panels were added to help review fund and strategy information.
Improved
- ·Workspace data panels now align more consistently.
New fund workspace with AI strategy sandbox
New
- ·Fund detail pages gained a new workspace built around AI-assisted strategy research.
- ·Users can explore fund context and strategy ideas in one workspace.
Fund list, fund home pages, and holding-change tracking
New
- ·The 13F Holdings page now includes a full fund list with metadata.
- ·Each fund has a public detail page with summary, holdings, and concentration views.
- ·Top holdings now compare against the previous filing and highlight new, increased, reduced, and unchanged positions.
Improved
- ·Signed-out users now see a clear preview and sign-in entry instead of a blank state.
Data access, version log, and separated deployment flow
New
- ·13F.chat connected structured fund and market data for richer fund analysis.
- ·The Version Log page launched so product updates can be tracked over time.
Improved
- ·Navigation and pricing copy were cleaned up for a clearer public experience.
Fixed
- ·Several session and fund-analysis loading states were made more reliable.
Email sign-in, research email updates, and admin improvements
New
- ·Users can now create an account and sign in with email in addition to Google.
- ·Subscribed users can receive research update emails when new reports are published.
Improved
- ·Pricing, account management, and admin publishing workflows were made clearer.
13F.chat is live
New
- ·13F.chat launched with 13F Holdings research and Portfolio Optimization as its core product areas.
- ·AI Chat and fund analysis support multiple interface languages.
- ·Subscription plans and credit-based usage are available through Stripe.