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3.42.0

QwenLM/Qwen3-ASR3.42.0Aug 4, 2026by dtslvr

AI Summary

Improved portfolio summary usability, extended tag support to activities, and optimized search performance.

Key Highlights

  • Collapsed Holdings and Cash breakdowns by default
  • Extended 'Exclude from Analysis' tag support to activities
  • Optimized search performance by reusing cached portfolio snapshots
  • Fixed fuzzy search for holdings in the assistant

New Features

  • Portfolio summary UX improvements
  • Enhanced tag management for activities
  • Performance optimization for search functionality

Full Release Notes

### Changed

- Improved the usability of the portfolio summary by collapsing the _Holdings_ and _Cash_ breakdowns by default
- Extended the support of the _Exclude from Analysis_ tag from accounts to activities
- Optimized the performance of the search in the assistant by reusing the cached portfolio snapshot
- Improved the validation of the import functionality when referencing an asset profile with the data source `MANUAL`
- Improved the validation of the endpoint to add a custom asset profile in the admin control panel

### Fixed

- Fixed the fuzzy search for the holdings in the assistant