Features:
- Create API for personalized market report
- Add portfolio inventory and performance tab content directly under the chart
- FinAgent Library snippets
- Directly execute follow-on questions in finAgent instead of just pasting it in the sendbox
- Add investment advice toggle
- Add investment advice toggle for mobile apps
- Open finAgent Stock Links “See Details” in new tab
- Time Frame Selector in finAgent “add stock” widget
- General Market Report Prompt Update: Simpler language and better translation
- FAQ section on market page: Tooltip & Scrolling
- finAgent button’s text and link
- Enable Personalized Market Report for Mobile App
- Guidelines should be considered for most users
- Suggested stocks in FAQ and snippet (web)
- Improve Frontend Button Visibility and Icon Clarity
- Lock mobile app in Portrait
- Add Guidelines for Avoiding Investment Advice as context for finAgent Answers
- Externalization of Investment Recommendation Guidelines
- Displaying Selected Time Period in Portfolio Bar
- Toggle for Personalized finAgent Answers (web)
- Toggle for Personalized finAgent Answers (app)
- Adapt Multilanguage Market Reports to New Flow
Fixes:
- LLM document importer: Comdirect, Generic, MyDividends24, StockUnlock, SwissQuote
- showNewUsersTour is true when it’s not first login
- Unable to add portfolio under some circumstances
- Adjusting FAQ Click Area
- Button and text alignment for live portfolio
- Suggested stocks text size in Heading
- Navigation bar of Android and app overlaps
- Incorrect Data in Personalized Market Report (e.g. Duolingo)
- FAQ: Some questions do not come with an answer (prod)
