Smart Alert Digest & Performance Engine
- •Multi-investor email digest with watchlist callouts and per-investor narratives
- •Dynamic subject lines that highlight the most newsworthy change
- •One-click CAN-SPAM compliant unsubscribe
- •Alert preview — see what your next email digest looks like from the dashboard
- •5 pricing methods for estimated performance (report date, filing date, quarter low/high/avg)
- •Live 'Since Filing' projected return using daily stock prices
- •Fixed 1000× value inflation bug in SEC data parsing
- •Fixed MSFT price truncation (1000-row cap)
- •Fixed call/put options being aggregated with equity holdings
- •Added 12 foreign CUSIP ticker mappings (CB, AON, ALLE, DB, ASML, FER, etc.)
- •Normalized ticker format: equity class suffixes now use dot (HEI.A, LEN.B)