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3.42.0

givanz/VvvebJs3.42.0Aug 4, 2026by dtslvr

AI Summary

Optimized portfolio summary usability and performance by collapsing breakdowns by default and extending tag exclusions to activities.

Key Highlights

  • Collapsed Holdings and Cash breakdowns by default
  • Extended Exclude from Analysis tag from accounts to activities
  • Optimized search performance in the assistant
  • Improved validation for import functionality

New Features

  • Collapsible breakdowns
  • Extended tag exclusions
  • Optimized search
  • Improved import validation

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