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3.42.0

mvanhorn/last30days-skill3.42.0Aug 4, 2026by dtslvr

AI Summary

Optimizes portfolio summary UI by collapsing holdings/cash, extends tag support to activities, and improves search and import performance.

Key Highlights

  • Holdings and Cash breakdowns collapsed by default in portfolio summary
  • Extended 'Exclude from Analysis' tag support to activities
  • Optimized assistant search performance by reusing cached snapshots
  • Improved validation for MANUAL asset profile imports

New Features

  • Support for 'Exclude from Analysis' tag on activities
  • Optimized assistant search performance

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