File storage, Portfolio Shift, and Meeting Notes improvements
1.28.5·
Continued work on Vault file management, including multi-select bulk actions, alongside refinements to Portfolio Shift and Meeting Notes.
New features
- Bulk actions for Vault files. Select multiple files and folders to download them as a single archive with the folder structure preserved, move them to another folder, or delete them in one step.
Improvements
- Trade rationale in Meeting Notes refinement. Refining meeting notes now draws on each security's documented reason to own, producing a Trades Discussed section that ties each trade to its rationale and flags any security missing one.
- Inline cash feedback in Portfolio Shift. Cash allocation results now appear inline where you are working rather than in a pop-up, briefly highlighting the fund that received the allocation, with a warning when calculated trades leave more cash than your intended reserve.
Fixes
- File uploads handle special characters. Filenames containing brackets or other special characters now upload to the Vault reliably, with the name adjusted automatically when needed.
- Full-position sells display correctly in Portfolio Shift. The Trade Summary now shows "ALL" for a full-position sell even when the proceeds are split across multiple buy targets.