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Release notes
Current: v2.9.17What's new in Moneyta. We update this page every time we ship a change to production.
v2.9.17
The follows page counts only what you chose against your planSeptember 5, 2026- The follows page now shows two numbers: everything followed for you, and how many of your plan's follows you have used by choosing them yourself. Names followed because you hold them or have them on your Idea Pad no longer count against your plan.
- A holding your broker reports under an internal code, such as a 401(k) plan's fund numbers, is no longer followed until we have identified the security. Once it is, everyone holding it is followed automatically.
v2.9.16
The research library, one click from anywhereSeptember 5, 2026- The research library now has its own place in the sidebar, under Research.
- The research page shows your library instead of describing it: the holdings whose verdict moved since the desk last wrote, the ones you have not read, and the ones the desk has not written on yet, each one a click into the library. The counts at the top open the library already filtered to that question.
- If you hold nothing yet, the same spot shows what the desk wrote most recently across the whole library.
v2.9.15
Everything you hold is followed for youSeptember 5, 2026- Every name in your portfolio, and every name on your Idea Pad, is now followed automatically. Buy something and it joins your follows the same moment; sell out or close the idea and it leaves. Nothing to remember.
- Follows you chose yourself are never touched, and if you unfollow a name we added for you, it stays unfollowed until you decide otherwise. The names added for you do not count against your plan's follow limit.
- Your follows list now says why each name is there: Held, Idea, or one you picked.
- In the research library, the full workstation now opens inside the same pane instead of on a new page. A breadcrumb at the top of the pane takes you back to the read, or to the library, in one click with nothing reloading. Press Enter on a row to open it, Escape to step back, and the browser's Back button works too.
v2.9.14
Real purchase dates from your broker, and a research library that loadsSeptember 4, 2026- When a broker hands us a holding without its trading history, we used to date it the day we first saw it. That made shares you had owned for years look newly bought, and a sale of them look short-term when it was not.
- Where your broker can tell us when you actually bought each parcel of shares, we now use those real dates and their real cost. Holding periods, the short or long term label, and the tax estimate all follow from the truth instead of a stand-in date. The trade history now says when a holding was restated from the broker's own records, and which entry it replaced.
- Holdings a broker still cannot date keep the old estimate and stay marked as estimated, so you can always tell the two apart.
- The research library could fail to open with a 'Could not load' message. It now opens in well under a second, and if the desk is ever slow to answer you get a plain message and a Try again button instead of a dead end.
- The library's filters are now four plain questions: the desk's verdict, what changed, what is yours, and how recently it was researched. Every option shows how many reports it would leave you with, and the sort and Clear all controls sit right next to the count.
- Typing in the library's search box no longer marks reports as read on the way past. Only opening a report counts.
- The library now opens on your own holdings: the names you hold that the desk has written on come first, and the ones it has not yet are listed too, each one a click from sending the desk to work on it. The whole library is one tab away, and a search reaches past it into every listed name.
v2.9.13
The research library: every report, screenable by the desk's own verdictsSeptember 3, 2026- A new Library page lists every report the desk has written — hundreds of names — as an inbox: the list on the left, the full report on the right, keyboard-driven. Every one of them opens without spending a run.
- Screen the whole library on what only the desk knows: its verdict and confidence on each name, how much weight the read can bear, whether it has changed its mind since the last report, whether a risk it named has since materialised, and where institutions are adding. Plus your own overlay — unread, held, S&P 500.
- Every screen is a link. Filter down to the names the desk turned cautious on this month and send the URL.
v2.9.12
Reading names with apostrophes and initialsSeptember 2, 2026- A few well-known companies still would not line up with their SEC filings because of an apostrophe or a set of initials in the name. They now do.
v2.9.11
Matching companies to their SEC filingsSeptember 2, 2026- Stock exchanges and the SEC write the same company name differently, and the mismatch was stopping us linking hundreds of well-known companies to their filings. We now read past the boilerplate, so those companies can carry real SEC data.
v2.9.10
Fund holdings stay put when a data feed goes quietSeptember 2, 2026- If our data provider briefly returned nothing for a fund, that empty answer could hide the holdings we already had, leaving the fund looking empty for a day. Stored holdings now always win, so a quiet feed no longer blanks a fund.
v2.9.9
Seeing further into the funds you holdSeptember 2, 2026- Fund filings name each holding by an identifier code rather than a ticker, and we could only match a fraction of them — so an S&P 500 fund looked like it held about a third of the index. We now recognise those codes several ways over, naming far more of what a fund actually owns.
- This is what your look-through reads: which companies you really own, and in which sectors, through the funds you hold.
v2.9.8
Fund holdings data is refreshing againSeptember 2, 2026- The monthly job that refreshes what each ETF holds had been failing whenever it reached a very large fund, which left holdings lists incomplete across the site. It now loads them in batches, so broad-market and world funds come through in full.
- This is what powers the look-through on your portfolio: seeing how much of a company you really own through the funds you hold.
v2.9.7
Search listings match what the pages actually showSeptember 1, 2026- We checked every stock page we offer to search engines and found three that had nothing to display. Our listings now apply exactly the same test the page does, so what we advertise and what we show cannot drift apart.
v2.9.6
No more empty stock pagesSeptember 1, 2026- A stock we hold no SEC data for used to open a page with blanks where the revenue, earnings and institutional figures should be. Those addresses now say plainly that there is nothing there, instead of showing an empty frame.
v2.9.5
Search listings now cover every page with something on itSeptember 1, 2026- Stock pages we hold no SEC data for are no longer offered to search engines. Our search listings now cover 368 stock pages, 501 fund managers and 1,035 pages in total, each one with something real on it.
- Fund manager filings are now picked up within minutes of being filed, rather than waiting for the SEC's once-a-day index.
v2.9.4
A filing reaches you the same day it is filedSeptember 1, 2026- When a fund manager files its quarterly holdings with the SEC, we now find it within minutes instead of waiting for the SEC's once-a-day index. The manager's page updates as soon as we have read the filing, rather than up to an hour later.
- Managers whose pages you can browse are always processed first, so the funds people actually read about are never left showing last quarter while smaller filers are processed ahead of them.
- Reading a filing is several times faster, so a busy filing week clears in a fraction of the time.
- Search engines are told the moment a manager page changes, so what you can find in search keeps up with what we publish.
- Fixed: a small number of stock pages with no SEC data on file were being offered to search engines and then answering with an empty page. They are no longer listed.
v2.9.3
Fresher filings, and a case study the filings could not showAugust 31, 2026- Fund manager pages now update the moment a manager's new quarterly SEC filing lands, instead of waiting weeks for the SEC's bulk quarterly data set. Every manager page moves to the just-filed quarter today, and each new filing season will show up as it happens.
- New on the blog: the rise and unwind of Situational Awareness LP, told entirely through the fund's own SEC filings — the growth the filings showed, the hedges they showed coming off, and the four risks no holdings filing can carry.
- On public manager pages, locked figures now say Gold instead of showing a bare padlock, so it reads as what membership adds rather than a wall.
- Follow alerts no longer show an internal code in the notification bell — a clean summary of what moved, always.
- A plain-English pass across the blog and learn pages: prose now says "quarterly holdings filing with the SEC" instead of form jargon, while search listings keep the terms people actually search for.
v2.9.2
Every public page now tells search engines the truthAugust 30, 2026- Our 1,100+ public stock, fund-manager and evidence pages were quietly telling search engines they were copies of the home page, so none of them could rank. Each page now identifies itself correctly, and the whole set is properly findable.
- Sharing a stock or manager page into Slack, X or LinkedIn now shows that page's own title and link on the preview card instead of the home page's.
- Browser tabs and search results had been showing a doubled brand on many pages, like "Contact Us | Moneyta | Moneyta.co". Every title now carries the brand exactly once.
- One address per page: lowercase tickers and zero-padded SEC filer numbers now redirect to the single canonical spelling instead of serving the same content at two addresses.
- Utility screens like checkout confirmations and the unsubscribe page are now explicitly excluded from search results.
v2.9.1
The public pages got fast, and a changed read explains itselfAugust 29, 2026- When the desk's read on a stock moves between runs — say Constructive to Cautious — the report now announces it up front, in color, and opens the explanation by itself: which evidence changed, and which components moved the score. Before, the move was the tail of a small gray line you could easily miss.
- Opening a fund manager, stock, or evidence page is now near-instant for almost every visit: public pages are served from cache and refreshed hourly, instead of being rebuilt from scratch on every click.
- Stock pages also gather everything they show in one pass instead of four, so even the first, uncached visit is quicker.
- Nothing personal is ever cached — your dashboard, portfolios and account data are fetched live on every request, exactly as before.
v2.9.0
The doors are openAugust 29, 2026- You can now sign up directly — the waitlist is retired. Every plan starts with a 7-day free trial, and invited beta members get 60 days of full Gold access with no credit card asked, ever.
- Beta members now see exactly what their access is worth: a thank-you note in the sidebar with the dollar value of the Gold time remaining, and clear advance notice before a beta ends — you'll only ever pay by choosing to.
- The home page got dramatically lighter and steadier: over a megabyte of unnecessary code removed and the hero no longer shifts as it loads, especially on phones.
- The reminder emails around trials and betas ending, and the catch-up notes after a lapse, now reach you reliably — with your account summary so you can see what you'd be keeping.
- Sharper contrast and better screen-reader support across the site, including the portfolio quick-check on the home page.
v2.8.5
The public site works one-handedAugust 27, 2026- On a phone, every public page now carries the full site navigation as a compact icon row: Features, Fund Managers, Stock Research, Evidence, Blog and Pricing, each labeled. Before, the links simply disappeared below tablet width and a visitor could see one page and nothing else.
- Sign In is back on phones too, as an icon. Returning members always had a way in on desktop; now they do everywhere.
- On featured research, the ticker chips are one swipeable row on a phone instead of a wall of four rows, so the report you came for starts on the first screen.
- The landing page header no longer overlaps the banner beneath it, at any width.
v2.8.4
SEC moved its data catalog; we moved with itAugust 27, 2026- The SEC retired the machine-readable catalog our nightly bulk-data loader discovered new filings through. Discovery now reads each dataset's own SEC page, and the previous night's quiet failure mode is gone for good: a night that discovers nothing now reports itself as a failure instead of a success.
v2.8.3
The nightly report stops crying wolfAugust 27, 2026- On a featured research page, the company overview now comes first, above the sentiment read. You learn what a company does before you meet a verdict on it.
- Our nightly operations report was flagging three of your mutual funds as missing prices every evening. Their prices were arriving on time all along; the report was classifying them from the wrong source and could not apply the rule it already had for funds that price a day late.
- The job that loads the SEC's bulk financial data sets had been failing every night for a week: the SEC changed the shape of its catalog file and our reader could not parse it. It now handles both shapes.
v2.8.2
Three fixes found by watching the last release landAugust 27, 2026- A research report can no longer be lost at the last step. When the desk finished a read on T-Mobile, a single invisible character in the write made the database reject the whole thing, and a completed report — six analysts, the debate, the risk review — was discarded. Those characters are now stripped before saving, everywhere a report is written.
- When something does go wrong mid-run, the page now says so in a sentence instead of printing raw database internals at you.
- Company names with an ampersand render correctly everywhere, including the pages that had already cached the old spelling.
v2.8.1
The library covers the S&P 100, and search engines hear about it instantlyAugust 27, 2026- The public research library now covers the S&P 100: every name in the index has a full desk report at its own page, refreshed automatically as it ages. Fifty new companies joined in one evening.
- When a report is published, updated, or pulled, search engines are told immediately (IndexNow) instead of waiting to re-crawl — new research reaches search results faster.
- Every page now lives at exactly one address: www.moneyta.co permanently redirects to moneyta.co, so links and rankings consolidate instead of splitting.
- Your research history is now a working grid: sort any column, filter by verdict or by names that filed with the SEC since you read them, and see every filing that has landed since each read, right beside it. Select several rows and re-run them in one go — the desk reads them one at a time and stops cleanly at your plan's limits.
v2.8.0
Signed in means seeing the numbersAugust 26, 2026- If you are signed in, the public research pages now show you the real numbers instead of locked placeholders: quarter-over-quarter changes on a fund manager's holdings, a stock's largest holder, last quarter's net institutional flow and 90-day insider buying, and a signal's full spread, hit rate and median — everything your plan already includes, right where you are. Visitors and search engines see exactly what they saw before.
- Searching the public research pages for a stock while signed in now takes you straight to your own desk to run it — no more being invited to join the product you already pay for.
- Plan gates everywhere now read what your membership actually includes, not a stale billing label. Beta and admin accounts no longer see spurious locks on features they have.
- Public research reports now keep themselves fresh: any featured report older than 14 days is regenerated automatically overnight, so an indexed page never carries a month-old read.
- The health score, drift, and the risk-and-return card each carry "How we calculated this": the standard formulas with your own numbers substituted in, including what we deliberately keep unpublished and why.
- Shadow books answer the what-if honestly: your portfolio's health score if you adopted the blend, computed with full sector context — and when the context is not complete enough to be honest, it says so instead of showing a confident wrong number.
- Our Terms and Privacy Policy were rewritten to match the product exactly: what we collect, who processes it (disclosed by category), a stated refund policy, and our Connecticut legal home. The Global Privacy Control browser signal is now honored for real, and a Cookie preferences link in the footer lets you change your analytics choice any time.
- Sharing a report from a desktop now opens the proper share menu; the one-tap system share sheet stays on phones and tablets, where it belongs.
- Follow digests now include clustered insider buying — multiple insiders at the same company buying inside a window — for the stocks and managers you follow.
v2.7.3
The public research surface actually doubled this timeAugust 22, 2026- v2.7.2 promised every completed report a public page, but one read path still consulted the old curated list, so visitors saw the original 18. All 37 are now live, and a pulled report stays pulled on every surface.
v2.7.2
Every completed report is public, and the emails say what happenedAugust 22, 2026- Every stock the research desk has completed a report on is now on the public featured surface — the set doubled overnight. Membership is automatic and safe by construction: a page can only be listed if a finished report exists to serve, so a dead link is impossible. Reports pulled for editorial or legal reasons stay pulled.
- Searching the featured list for a stock we have not published now tells you the truth and offers the next step: the ticker is recognized by name, marked as having no public report yet, and one tap starts a Moneyta account to run the research yourself.
- The alert digest email now speaks plainly. A finished research briefing says "ready" instead of pretending to be a triggered threshold, empty values are omitted rather than shown as dashes, and the subject line says what actually happened — "2 reports ready, nothing else moved" — so you can safely skip it from your inbox.
- If a lookup fails while we check a ticker or a fund manager, the answer is now "we could not check just now" — never a false "does not exist."
- Every email Moneyta sends now shares one visual language — the same green, the same layout, the same tone — whether it is your weekly digest, a trial reminder, or a Vault recovery code.
v2.7.1
A nightly job that reports its own failuresAugust 21, 2026- Our filing-parser's error handler could crash while recording a failure, which hid the real problem and failed the whole nightly run. It now records what went wrong and carries on with the next filing, so a single awkward document cannot stop the night's work.
- The rest of this week brings a post a day: how to read insider trading, whether insider and institutional signals actually work, the fund manager data that is open to everyone, what today's price already believes, and why the dashboard now starts simple.
v2.7.0
Follow the filings, compare the books, hear when they changeAugust 19, 2026- Follow any stock or fund manager and hear only when the filings change: new 13Fs with what actually moved vs the prior quarter, big tracked-manager moves in your stocks, and rewritten risk factors. One quiet notification a night at most, never a price ping, email only in the weekly digest.
- Whale alerts on everything you hold, no setup: when tracked managers add, trim, open or exit a stock in your portfolio, that night's digest says so. Filings are delayed disclosures and every alert says exactly how delayed.
- Shadow books: put one manager's disclosed book, or a weighted blend of up to eight, beside your own portfolio — overlap, tilts, and each manager's real measured record. If we can't price 85% of a book it refuses honestly, and a blend's headline is labeled arithmetic, never a backtest.
- A season ledger on every stock: 13Fs trickle in for 45 days, so the ledger shows who has filed so far — with the denominator on screen ("67 of 500 tracked managers have filed") and a warning that early filers skew small.
- "New since you last looked" on the research home, with explicit acknowledgment: rows stay until you say Got it, and later filings re-surface only the increment.
- Valuation on the workstation: what today's price implies about growth, computed from the company's own filings, with every assumption editable and every step explained. The fair-value range never enters the desk's scores and never appears on public pages.
- A simpler Basic dashboard, Coinbase-style: your balance, the chart, your holdings, and what needs attention. The full terminal view is one toggle away and existing members keep it by default; set your preference in Account → Investing.
- Every new calculation carries "How we calculated this": the standard formulas with your own numbers substituted in.
- The price chart shows dollars when you view one stock and switches to percent only for the vs-SPY comparison, where a common scale is the only honest one.
- The research screens got a usability pass: what's yours leads, market-wide charts are one click away, and no screen buries you in rows.
v2.6.6
Straighter answers on manager pagesAugust 16, 2026- The cloneability study now states its numbers with their true signs. A positive median edge was rendering as negative; the summary sentence also adapts to what the data says instead of assuming the study came out one way.
- Managers outside the 500 largest filers now hear the truth: track records are computed for the top-500 cohort, and a manager outside it will not grow one later. Previously the page implied a record was on its way.
- When a manager's book is too broad for us to price at least 85% of it, the page now says how much we can price and why very diversified books stay below the floor, rather than presenting a bare zero.
- The institutional research screens stay fast after our own data corrections: the caches they read are now rebuilt immediately when we correct data, instead of the first visitor paying the recompute.
- Adviser registry updates degrade gracefully again when the SEC's adviser feed rate-limits us, reporting exactly what loaded and what is pending instead of a generic error.
v2.6.4
Historical manager books now read exactly as filedAugust 16, 2026- Quarters where a manager received confidential treatment no longer look like the fund nearly liquidated. When the SEC later allows the hidden positions to be revealed, the reveal filing is a partial document by design; we now combine it with the original filing instead of letting its small total stand in for the whole book. Berkshire's 2023 quarters were the visible case.
- The quarter where the SEC switched 13F reporting from thousands of dollars to dollars was being scaled twice, which showed managers' books in the trillions. Values for that quarter now read exactly as filed, and the correction has been applied to every stored filing from that period.
- Manager history charts now show every quarter we hold — up to six and a half years — rather than the most recent three.
v2.6.2
Manager track records, and the evidence behind every signalAugust 14, 2026- Every institutional manager page now carries a track record: how the manager's disclosed holdings actually performed after each filing, computed only from what was public on the day the filing appeared. Managers whose filings cannot be priced reliably are scored as unratable rather than guessed at.
- Signals now come with their base rates. Each evidence page reports how often that setup preceded outperformance across roughly nine years of history, including the times it did not work. Insight, not advice: we show the odds, you make the call.
- A conviction screen ranks stocks by how much real money the strongest-record managers have behind them, so a big name mentioned everywhere and a big position actually held are no longer the same thing.
- 13F filers are cross-referenced against the SEC's investment-adviser registry, so a manager's registration record is one click from their filings.
v2.5.11
Institutional data you can trace back to the filingAugust 7, 2026- Institutional holder counts now mean one thing everywhere: managers who hold the stock. A manager holding only options against a company is no longer counted as an owner, because an option is a different position from owning shares.
- Company identification is stricter. A company is only matched to a filing when an authoritative identifier says so, never when a single filer's paperwork happens to spell a name a certain way. Anything unmatched is shown as filed rather than guessed at, and we verify our figures against the SEC's own published files.
- Ownership history now goes back further. Four more quarters of institutional and insider filings are loaded, so quarter-over-quarter changes have real history behind them rather than a single comparison.
v2.5.2
Fresher institutional figures, and the 13F guide is liveAugust 5, 2026- Institutional ownership figures now refresh immediately after any data correction on our side, rather than waiting out an internal cache. If we fix an identity mapping, the screens reflect it on the next load.
- The full guide to reading 13F filings is published, along with the rest of the queued articles: how to follow large investors without fooling yourself, what the 45-day lag really means, and the specific ways this data misleads people.
v2.5.0
See what the largest investors own, and what insiders just didAugust 5, 2026- Four times a year the biggest investors in the US have to publish what they hold, and company officers have to report their own trades within two business days. All of that is now part of Moneyta research. Open any company and you can see which large managers reported holding it, how the holder count and the dollars moved from one quarter to the next, and which insiders have been buying or selling.
- Every institutional figure states the quarter it came from and the 45-day reporting lag that comes with it. These filings describe a past date, never today, and we would rather label that plainly than let a stale number look current. Insider filings are the opposite and arrive within two business days, so those are genuinely fresh.
- Insider activity is read carefully rather than counted. An open-market purchase, a stock grant, an option exercise and shares withheld for taxes are different events, and only some of them reflect a decision. Trades made under a plan arranged months in advance are separated out too, because they say very little about what someone thinks today. What we surface is clustered buying: several different insiders purchasing within a short window, which is far harder to explain away than any single trade.
- You can now follow an individual manager. Their reported book across quarters, what they added, trimmed, opened and exited, how concentrated they run, and any company they hold in more than one form at once, such as stock alongside calls and puts. Book size is taken from the total each manager states on their own cover page rather than summed from the rows we recognised, so the line measures the fund and not our coverage.
- Two managers can be compared properly. Counting how many names they share ignores position sizes entirely, so instead we compute how differently the two books are actually weighted. Two funds can hold forty of the same companies and still be positioned nothing alike.
- We now store every position as filed, across the whole market, rather than only the companies Moneyta already tracks. That turned a blind spot into a worklist: the new universe radar ranks the names institutions hold that we do not cover yet, largest first, so onboarding follows the money instead of guesswork.
- A company's filing identity now comes from the SEC's own published ticker list rather than being inferred, and a name is only matched when the match is unambiguous. A wrong match would quietly attribute one company's filings to another, so anything uncertain is reported as unmatched instead of guessed.
- New in Learn and Help: a full reference guide to 13F filings and whale watching, including a glossary and the specific ways this data misleads people, plus a step-by-step guide to where all of it lives in Moneyta.
v2.4.1
A newly added company no longer gets stuck setting upJuly 31, 2026- When a data provider gave us a blank filing identity for a company, we stored the blank as though it were an answer. The company's SEC filings then could not be found, so research setup waited on evidence that was never going to arrive. A blank is now treated as missing, which lets it be filled in rather than sitting unfinished.
v2.4.0
Research that names what would prove it wrongJuly 31, 2026- Every read now ends with specific events that would break it, each tied to a real level from the evidence: a close below the 50-day average, the next filing restating a figure, a drawdown past a stated point. The desk can only cite levels it actually read, so it cannot invent one.
- Those events are then watched for you. Each weekday morning we check the ones that can be checked, and if a risk the desk named actually happens, you hear about it. A stated risk materialising is a reason to read again, never a signal to act.
- The risk review is computed rather than written. You now see how much of a read rests on a single source, how it ranks against its industry peers, and how common each of its signals is across the whole universe, all dated and all labelled "computed, not argued".
- A report now opens with what changed since your last read: the new filings, the added risk factors, the signals that rolled, and where the score movement came from. Click any date on the timeline to open that earlier read as it stood.
- Every finished report carries a timestamped record of the run that produced it. Which analyst reported when, what the chair ruled, how long it took. It is the actual record, not an animation.
- When an analyst is quiet, the report now says why, and it tells apart two things that used to look identical: there was nothing to find, versus we could not check. A data source being down is our gap, and it is no longer written as a fact about the company.
- The desk now reads every kind of narrative filing a company publishes rather than only annual and quarterly reports, and names each document by what it is and when it was filed instead of by its accession number.
v2.3.1
SPCX shows SpaceXJuly 29, 2026- SPCX now resolves to Space Exploration Technologies, not the closed SPAC ETF that used to hold the ticker. Exchanges reuse symbols when a company delists, and this one had been showing the wrong company since SpaceX listed.
v2.3.0
Share a research report with anyone, and a public desk that growsJuly 29, 2026- Every report now has a link you can post anywhere. Send it and a member opens the report itself; anyone else sees what the desk found — how many claims survived the debate, what the analysts read, what would change the read — and can open a full report free, no account needed.
- The public reports are now Moneyta Featured Research, not "samples". They are real reports on real filings, and the old links still work.
- A ticker that cannot be researched now says so. An ETF publishes no annual report, no filed fundamentals and has no analyst coverage, so the desk says that outright instead of leaving you watching a setup screen that would never finish.
- "No rating available" now appears where an analyst consensus is missing, rather than the panel quietly disappearing — you can tell the difference between nothing to report and something we could not fetch.
v2.2.0
See your broker sync working, and research alerts that read properlyJuly 29, 2026- Your Connections tab now shows the daily broker sync: how many of the last 14 days it ran, when it last ran, and what each run did. It was already running every day — you just could not see it.
- Opening a research report from its "ready" alert no longer re-runs the whole thing. It opens the report you already have, instantly.
- Research alerts read like research alerts. "Research ready: MU" now says your report is ready instead of showing an empty price reading, in both the notification bell and the digest email.
- Filing documents are now stored with geographic redundancy, so the evidence behind a published report survives the loss of a whole region.
v2.1.2
The sample report shows a real report againJuly 28, 2026- The sample report page was stuck on "being prepared" even though the reports existed. It now loads the current one properly.
- Only sample reports that actually exist are listed for search engines, so no link leads to a missing page.
v2.1.1
Sample reports now listed for search enginesJuly 28, 2026- The sample research reports are now listed in the site map, so search engines can find each company's report rather than only the rotating front page.
v2.1.0
Research on a phone, and the receipts behind every reportJuly 28, 2026- The research workstation now fits a phone properly. Panels size themselves to the screen instead of pushing the page sideways, and the header is compact enough to leave room for the report.
- See exactly how any report was built: a new view traces your ticker through every stage — how many filings and facts were read, what the analysts claimed, what the debate upheld or dropped, and the score that came out. Reachable from any report.
- Researching a brand-new ticker now shows what is happening. Instead of a blank wait, you see each piece of evidence arrive — price history, filings, fundamentals — and the desk starts on its own the moment there is enough to read.
- The desk pipeline has proper icons that animate while each stage works and settle when it finishes, so a glance tells you where a report has got to.
- The editor's note is easier to read: three short sections instead of one block, using the full width of the page.
- Sample reports are now linked from the home page and discoverable in search — real, cited reports on public data that anyone can read without signing up.
v2.0.1
Clearer research notes, and a research page that never stallsJuly 27, 2026- Quarters are now named the way the company files them. A fiscal quarter is shown with the date it actually ended, so a Microsoft "Q3" reads as the quarter that closed in March rather than one that is still running.
- The editor's note is now written in three short sections — what the evidence shows, what the debate changed, and what would change the read — instead of one long paragraph.
- Researching a ticker no longer times out the first time a company's filings are read. That work now happens in the background.
- The desk progress strip tells the truth about where a report is: the chair only lights up once it is genuinely ruling, and reopening the page mid-run no longer leaves an earlier stage stuck.
- Filing documents are archived again, so every published report can be traced back to the exact document it was built from.
v2.0.0
Moneyta Research: a full research desk, and a journal for your own callsJuly 26, 2026- Research is now a workstation. Alongside the written note you get a price chart, the full signal board, quarter-by-quarter fundamentals straight from SEC filings, who owns the stock, and the analyst consensus — all on one screen, with a dark terminal theme if you prefer it.
- Meet the MONEY desk: five named AI analysts — Mercer, Oakes, Nash, Ellis and Yates — each reading one slice of the evidence, then arguing it out in front of a chair who rules on every claim. Anything that does not survive the debate never reaches your report.
- The Street tab now names the firms behind the consensus: who rated the stock, whether they upgraded, downgraded or held, what price they put on it and when. Filter and sort it however you like.
- New Idea Pad: record your own calls with a thesis, then see how they actually did — hit rate, performance against the S&P, and your best and worst calls. It tells you plainly when you have too few calls to read anything into.
- Every report now carries a citable ID, and a new page shows exactly how your data becomes a report — including which steps use AI and which are plain arithmetic.
- Fundamentals now work for companies that file under international standards, shown in their own currency rather than converted.
v1.13.0
New writing on your books, and weekend fund prices fixedJuly 21, 2026- A new series on the Moneyta blog explains the books side of the product: the double-entry ledger behind your numbers, the Activity feed, your yearly income and expense picture, broker sync, and a complete guide to every alert. New posts arrive weekly.
- Weekend prices for mutual funds are fixed: funds that publish their Friday value late are now picked up on Saturday instead of leaving a gap until Monday.
- The home-page quick check no longer shows an empty card when a small mix of tickers has nothing notable to report.
v1.12.0
Try it before you sign up, plus a cleaner Account screenJuly 20, 2026- New on the home page: type a few of your holdings (or a name like Apple or SpaceX) and get an instant, no-account taste of the kind of observations Moneyta finds.
- Join the waitlist right from the home page, without leaving to a separate screen.
- The Account screen's settings tabs are now a tidy set of buttons instead of a bar that scrolled off the edge on phones.
- Weekend crypto prices are fixed: a stray character was quietly failing the Saturday and Sunday price update.
v1.11.0
A calmer home page, a new Features page, and plain English everywhereJuly 19, 2026- The home page now leads with the product story: the animations up front, a short feature summary, and the details one click away.
- New Features page collecting everything Moneyta does, from portfolio analytics to net worth to your books, with anchors you can link to.
- The Security page is rewritten for humans: five plain commitments, no jargon, and full technical details available from support on request.
- Feature descriptions, pricing labels, FAQs, and help guides all got a plain-English pass so you don't need a finance degree to read them.
- Four new blog guides: tracking real estate like an asset manager, vehicle equity, the insurance gap, and where to keep the list of what you own.
v1.10.2
Complete crypto history and more accurate daily pricesJuly 19, 2026- Crypto now has a price for every day, including weekends. Because crypto trades around the clock, Moneyta records Saturday and Sunday closes too, so your charts and daily changes no longer skip two days each week.
- Daily prices are filed against the correct trading day. Crypto, gold, and currency prices were being stamped with the time our systems collected them rather than the session they belonged to, which could shift a price onto the wrong day in your history. They now line up exactly with your stocks and funds.
- Behind the scenes: the nightly operations report is now a complete picture of the day, so anything that needs attention is caught the same evening rather than the next one.
v1.10.1
Smoother connector sign-inJuly 17, 2026- Connecting Moneyta to ChatGPT is more reliable: the connector now requests the right set of permissions during sign-in, so authorization completes cleanly the first time.
v1.10.0
Sturdier books, honest pricing, and steadier operationsJuly 17, 2026- Your books stay reconciled automatically: when you add opening balances or an asset like a vehicle or property, Moneyta records the matching tax lots and general-ledger entries right away, so your positions and ledger always agree.
- The portfolio page now shows how current each holding's price is, with a small indicator for today's close versus an earlier session and a clear summary when a few funds are still catching up.
- Reconnecting a brokerage account no longer creates a duplicate portfolio, and the dashboard stays fast right after you edit your positions.
- The ChatGPT and Claude connector returns cleaner, more consistent answers.
- Behind the scenes: sturdier nightly operations. End-of-day prices are captured after data providers publish, long-running data jobs no longer time out, and the integrity checks that watch your numbers report accurately, so your data stays complete and correct.
v1.9.1
Connector reliability & copy polishJuly 14, 2026- The ChatGPT and Claude connector now responds gracefully when a tool needs a higher plan or a portfolio hasn't been analyzed yet, returning a clear next step instead of an error.
- Editorial polish across the marketing site and help center.
v1.9.0
The Moneyta blogJuly 14, 2026- Introducing the Moneyta blog at moneyta.co/blog: plain-English writing on portfolio health, ETF overlap, concentration risk, tax-loss harvesting, and testing a trade before you make it.
- Our first deep dive walks through ETF look-through, an easy way to see your true exposure to a stock by counting both the shares you hold directly and the ones held inside your funds.
- Prefer a feed reader? The blog and these release notes are both available by RSS.
v1.8.4
Every holding, priced every nightJuly 12, 2026- Closing prices now land for every holding, every trading day, when a data provider misses a ticker, we automatically retry it individually and flag anything still missing to our operations team the same night.
- Daily gain/loss is more dependable as a result: the gaps that could quietly zero out a holding's daily change are caught before you'd ever see them.
- Behind the scenes: our nightly operations report now verifies data completeness for your holdings, not just that jobs ran, but that your numbers actually arrived.
v1.8.3
Weekend price accuracy safeguardJuly 11, 2026- Prices shown over the weekend are now guaranteed to be Friday's official close, a safeguard against a rare case where an earlier price could linger until Monday.
v1.8.2
A faster, smoother Moneyta on your phoneJuly 11, 2026- The dashboard loads dramatically faster. We cut the number of round trips on first load and trimmed what your phone has to download.
- Prices are served instantly outside market hours: a closing price can't change overnight, so we stopped making you wait while we re-checked it.
- Fixed: typing was invisible in some fields when your phone was in dark mode.
- Fixed: the app no longer zooms in and gets stuck when you tap into a field on iPhone.
- Long account names and multiple portfolios now fit phone screens, no more sideways scrolling or cut-off dollar amounts.
- The portfolio page shows your holdings front and center: compact summary stats, and status notices only where they apply.
- Daily gain/loss now stays accurate through the evening (a timezone bug briefly zeroed it out after 8 PM ET).
v1.8.1
Balance sheet accuracyJuly 10, 2026- The balance sheet now excludes holdings that don't have a price yet and says so, instead of showing them as a phantom loss.
v1.8.0
Waitlist opens + groundwork for broker syncJuly 10, 2026- Moneyta's public waitlist is live. Invite your friends at moneyta.co.
- Behind the scenes: the foundation for automatic broker synchronization (in private beta), keeping your books in line with your brokerage.
- Sharper reconciliation and record-trade flows for beta broker accounts.
v1.7.0
General Ledger, taxes & financial reportsJuly 2, 2026- A double-entry General Ledger runs behind your accounts, so every dollar reconciles, the same books-and-records discipline funds use.
- New Taxes hub: realized gains year-to-date, estimated tax, tax-loss harvesting, and a year-end preview.
- Personal financial Reports: balance sheet, income statement, cash flow, and trial balance across your whole household.
- What-If (formerly the Idea Evaluator) now shows the tax impact of a sale, gain, short/long split, and after-tax proceeds, before you trade.
- Your Savings: a running tally of what Moneyta has saved you through harvesting, lot choice, and avoided wash sales.
- Cleaner navigation, grouped into Investing, Money, and Assets.
v1.6.0
Trade lifecycle & tax lotsJune 29, 2026- Every buy and sell now flows through an immutable transaction ledger, so your positions are always reconcilable.
- Automatic FIFO tax lots, realized gains, and a 1099-B–style year-end report.
- Wash-sale detection flags disallowed losses before they surprise you.
- Import your broker history, and stock splits are handled for you.
- New Transactions blotter for a full record of every trade (Gold).
v1.5.0
Ledger reliability & vehicle loansJune 24, 2026- The unified activity ledger was rebuilt on an exactly-once engine for rock-solid accuracy.
- Vehicle-loan payments now post automatically each month, splitting principal and interest.
v1.4.0
New homepage & reliabilityJune 22, 2026- A refreshed, animated homepage.
- Faster, lower-cost address lookups for real-estate entry.
- Behind the scenes: a permanent fix to a recurring sign-in reliability issue.
v1.3.0
Connect Moneyta to ChatGPT & ClaudeJune 19, 2026- Moneyta is now a secure, read-only connector for ChatGPT and Claude. Ask your AI assistant about your own portfolio, net worth, and activity.
- Smarter ticker reassignment and delisting handling keep your holdings accurate.
- Brand refresh across the app.
v1.2.0
Unified activity feed & fee transparencyJune 18, 2026- One time-ordered record of every money event, dividends, realized sales, corporate actions, fund fees, and the expenses you log.
- Fund expense-ratio and load-fee transparency, with a show-your-work breakdown behind every number.
- Annual income & expense report, plus CSV export of your full history.
v1.1.0
Accuracy, speed & securityJune 12, 2026- More accurate corporate-action handling and a dashboard that never shows stale data.
- Mobile navigation improvements and a large performance pass.
- Reliability and security hardening across the platform.
v1.0.0
Moneyta is liveJune 11, 2026- Public launch: an AI portfolio health score with plain-English analysis.
- Track real estate, vehicles, and valuables alongside your investments, net worth across every asset class.
- Your valuables live in a PIN-encrypted Vault only you can open.
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