Stability and performance fixes

1.4.5·

A round of fixes across meeting notes, recordings, and Portfolio Shift, plus faster startup sync.

New features

  • Custom names for any recording speaker.. You can now name a speaker who isn't a contact or teammate anywhere you assign speakers, including from the transcript, with a prompt to resolve any name that matches an existing person.

Fixes

  • Number entry and imports in Portfolio Shift.. Decimal amounts and tickers containing a period now enter correctly, large portfolios scroll so Save and Apply stays reachable, changing lock settings no longer breaks trade analysis, and imports map more file formats without extra cleanup.
  • Faster startup sync.. Fixed a delay that could stall the app on its loading screen for twenty seconds or more, so it now reaches a usable state in about a second.
  • Meeting note times in your timezone.. Notes generated from a recording now show the meeting date and time in your practice timezone, and today's notes read as Today in the document sidebar.
  • Preview mode stays with its note.. Switching to a different meeting note now opens it in edit mode instead of carrying over the previous note's preview state.
  • Attachments restored while drafting meeting notes.. The attachments control is available again while composing a note, and attached transcripts now come through cleanly formatted with speaker names and timestamps.

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