This release improves error handling by returning styled HTML 404 pages for browsers and plain text for bots. It also fixes invalid ticker requests to return 404 Not Found instead of 503 Server Error with visible traceback.
added
Conditional 404 error pages returned styled HTML for browsers and plain text for bots.
fixed
Fixed invalid ticker requests to return a 404 Not Found page instead of a 503 Server Error with visible traceback.
Agent Conversation Experience Updates
Deep research tasks consolidated to single reply; system identity unified
This release improves chat agent experience by ensuring deep research tasks return results in same reply rather than transferring to separate assistant, and unifies system identity under main chat agent name for consistent conversational persona.
changed
Deep research tasks now return results in the same reply instead of transferring the conversation to a separate assistant.
changed
System identity unified under the main chat agent name for a consistent conversational persona.
Interface Refresh & Homepage Update
Terminal Interface Redesign, New Header Component, and Homepage Wire Concept
This release introduces complete visual redesign of terminal interface with configurable light and dark themes, adds new header component with search and Ask Mariner capabilities plus sticky status bar, and rebuilds homepage around Wire concept displaying hourly market digest. Also includes bug fixes for day change calculations, position returns formatting, and guest user watchlist access.
added
Introduced a complete visual redesign of the terminal interface with configurable light and dark themes.
added
Added a header component with a command bar for search and Ask Mariner, plus a sticky status bar.
changed
Rebuilt the homepage around the Wire concept, displaying an hourly market digest with securities and report-card scores.
fixed
Updated day change calculation logic to compare against the previous day's close instead of hourly bars.
fixed
Corrected position returns formatting to display raw fractions as percentages.
fixed
Resolved an issue where guest user access to watchlists raised 500 errors.
added
Securities appeared as clickable reference chips in watchlists and agent responses, linking directly to asset detail pages.
changed
Asset links in agent responses no longer triggered automatic page navigation; users manually clicked links to preserve context.
changed
Mariner chat widget integrated into command bar with site theme and follow-up suggestions instead of floating launcher.
Template Comment Cleanup
Removed Unintended Template Text from Page Headers
Removed stray template comment text that was appearing at top of every page, keeping site’s rendered pages clean and free from unintended implementation details.
fixed
Removed unintended template comment text from the top of every page
Report Analysis Traffic Controls
Reduced Unnecessary Report Analysis and Crawler-Triggered Searches
Report-card analysis and paid searches are now protected from unnecessary automated traffic. Analysis is limited to authenticated users and visitors who have interacted with page, crawler-like requests are blocked from initiating costly operations, and new `robots.txt` endpoint guides search engines away from expensive report-card fragments while keeping asset pages indexable.
changed
Report-card analysis now started only for logged-in users or visitors who had interacted with the page.
changed
Crawler-like requests were prevented from triggering report-card analysis and paid searches.
added
A robots.txt endpoint was added to guide search engines away from expensive report-card fragments while keeping asset pages indexable.
Landing Page Design and Branding
Visual Design Mockups and Initial Brand Identity for TidalSight
This release introduces initial visual design mockups for TidalSight landing page. It establishes first cohesive look and feel for product, including branding elements and layout concepts that will guide future development and user-facing pages.
added
Added new landing page mockups establishing initial visual design and branding for TidalSight.
added
Introduced new landing pages with dark-themed interfaces, financial status indicators, and AI ratings.
changed
Updated the main landing page title and font stack settings.
removed
Removed deprecated design mockups from the landing directory.
Performance Optimisations and AI Model Integration
Faster Load Times and Updated AI Analysis for Reports and Market Views
This release introduces significant performance improvements across platform. Historical sparklines now load faster by fetching only last 60 days of data. Market mover pages and positive-day statistics use caching to reduce rendering times. movement explanation feature is stabilised with proper cache locking to prevent duplicate API calls. Additionally, report sections and insights now leverage new AI models, offering updated tone and structure for generated analyses.
changed
Changed report sections and insights to use new AI models, altering tone and structure of generated analyses.
changed
Improved historical sparklines by restricting data fetches to the last 60 days, reducing chart load times significantly.
changed
Market mover pages and positive-day statistics now use caching to improve page rendering speed.
fixed
Fixed movement explanation feature to correctly acquire cache locks, preventing duplicate API calls and rate limit errors.
changed
News articles became searchable sooner during embedding backfills, with about 85% available within five hours
fixed
Fixed task failures and connection errors during agent executions caused by database pool exhaustion.
Asset Detail Page Enhancements
Introducing Scrollspy Navigation and Visual Refinements to Asset Detail Pages
This release introduces several user interface enhancements to asset detail page, including addition of scrollspy navigation for easier section jumping, improved display of metric values and card figures for greater accuracy and clarity, and new animation for verdict badges to draw attention.
added
Asset detail page now has left-side scrollspy navigation for quick jumping between major sections.
changed
metric values now preserve and expose exact numeric values behind display formats, improving tooltip accuracy.
changed
cards now render figures with dotted underline and hover tooltip showing exact value.
Enhanced Agent Capabilities and User Interface Improvements
Introducing advanced agent interactions, historical data insights, and refined user experience.
This release brings significant upgrade to user interaction with in-app chat featuring two-agent system for advisory and research. It also introduces new score history feature for tracking asset performance over time and consent-gated view of recent trades. These features are several improvements to agent guidance, UI polish in asset search, and layout adjustments for better table readability.
added
in-app chat into clearer two-agent experience with primary advisor and separate research assistant
added
new score history capability to view asset’s market score changes over time
added
consent-gated recent trades view to see latest autotrader activity
changed
expanded agent’s tool guidance and parameter for easier use
changed
UI polish to asset search widget by removing shortcut key hints
changed
layout adjustment to asset prices table sticky header positioning
Keyboard Navigation Simplification
Streamlined keyboard shortcuts and Escape key functionality
This release simplifies keyboard interactions by removing the full keyboard shortcut suite and the on-screen cheat sheet, focusing the Escape key specifically on closing open dropdowns for a cleaner user interface.
removed
Removed full keyboard shortcut functionality, including the on-screen shortcut cheat sheet, and simplified the Escape key to only close open dropdowns.
Third-Party Webhook Routing Fix
Updated production webhook URL for third-party integration
This release updates the production webhook URL for a third-party integration to use the site's configured domain, ensuring all webhook events route correctly to the application. This fix resolves potential routing inconsistencies and improves reliability for external event processing.
fixed
Updated the third-party integration's production webhook URL to use the site's configured domain, ensuring all webhook events route correctly to the application.
Content Security Policy Refinements
Enhanced CSP configurations for production and development environments
This release refines Content Security Policy (CSP) settings across all deployment environments. Redundant local development exceptions have been removed to improve security consistency, while production allowlists for Cloudflare Insights monitoring scripts have been added to maintain operational visibility. These changes ensure robust security practices while supporting critical monitoring functionality.
fixed
Corrected Content Security Policy configurations across all deployment environments, removing redundant local development exceptions.
added
Added production Content Security Policy allowlists for Cloudflare Insights monitoring scripts.
This release introduces the new automated trading dashboard with live trade monitoring, asset-level controls, and enhanced security via a guarded kill switch and trade notifications. We have also refined the signup process, improved asset detail pages with real-time data polling, and updated visual elements throughout the platform for a more polished experience.
added
Launched the Autotrader product surface with a full user UI including dashboard, settings, trade history, and asset-level auto-trade toggles
added
Added user pause/resume controls and a guarded kill switch flow with confirmation modals, stricter for live trading
added
Added email notifications for executed trades, trade failures, and kill-switch activation
changed
Updated signup UX to use email verification-first onboarding; signup no longer logs users in immediately
added
Added 52-week range gauge and autotrade state to asset detail pages
changed
Changed asset detail pages to use poll-driven refresh for fundamentals and peers data
fixed
Fixed community feed to gracefully handle empty mentions with a loading/retry partial instead of blank content
changed
Redesigned the search widget (compact and full modes) with modern styling and tighter HTMX result display
changed
Updated watchlist cards to display AI verdict and score directly, with a broader visual redesign
fixed
Fixed runtime template failures for the vite_asset template tag when manifest data or entries are unavailable, returning an empty string instead of breaking page rendering
fixed
Fixed the system to accept a target_price of 0 in overall assessment inputs instead of requiring strictly positive values
changed
Indirectly improved end-user reliability by reducing overload-related failures and timeouts during async task processing.
fixed
Fixed trading UI flows including quick-trade and broker-order handling, reducing user-visible crashes in edge cases like missing assets and broker position fetches
changed
Migrated Autotrader experience to Alpaca paper/live trading framing, updated credentials UX and dollar displays
added
Added dashboard showing live broker account stats including cash, buying power and open positions
added
Added interactive portfolio performance chart on autotrader dashboard with range selection
added
Added Broker Orders panel with HTMX polling for trade statuses including proposed and executed orders
added
Added manual trade approval workflow for autotrades and order cancellation controls
added
Added quick Trade” buy/sell widget on asset pages with position snapshots
changed
Updated recent trade history to distinguish sources, clarify amounts vs share quantities
added
Added rich HTML trade execution emails with improved plain-text companion formats
added
Added authenticated auto-traded assets widget on the homepage
changed
Updated asset community feed to show inline mention triage metadata and badges
added
Launched staff-only Mentions page with semantic search and triage filters
added
Launched staff-only Backtest page with SPY benchmark comparison for basket backtests
changed
Made homepage greeting and digest timestamps timezone-aware for users
changed
Completed a broad UI polish pass including layout and typography tweaks
Enhanced Report Functionality
Reports with recent research context and scheduled refresh, plus improved report generation infrastructure
Reports now include recent research findings context to inform assessments, with scheduled background refresh for frequently viewed assets. Report generation infrastructure has been enhanced for better consistency and performance.
added
Reports now include recent research findings context to inform assessments, with scheduled background refresh for frequently viewed assets.
changed
Enhanced report generation infrastructure for better consistency and performance.
added
Added a staff-only Research reveal section to asset detail pages; non-staff users cannot see it, and staff can load research context via HTMX.
added
Added a scrollable panel displaying recent research findings, including linked headlines, summaries, impact labels, metadata and an empty state for no results.
added
Added a default 24-hour recency window showing up to 20 most recent research impacts for staff view.
Improved User Experience
Added Progressive Web App banner, Explain feature, and fixed graph chart range calculations
Enhancements to user interface and functionality
added
Progressive Web App banner appears on the home page with a toggle to adjust new asset suggestions
added
New UI button opens a card with a concise explanation of an asset's price movement
fixed
Graph chart range calculations corrected for mobile devices
Progressive Web App Support
PWA capabilities, offline functionality, and installation options
Added Progressive Web App support allowing the application to be installed on devices and used offline with faster asset loading.
added
PWA support for installation on mobile and desktop devices with offline functionality.
Analysis and Visualisation Tools
Sentiment analysis, assessment components, and chart improvements
Added comprehensive analysis tools including sentiment analysis, multi-dimensional assessment components, and improved chart visualisation.
added
Sentiment analysis panel for assets with community sentiment scores alongside price data.
added
Assessment components for overall, financial health, leadership, product flywheel, valuation, and external risk.
changed
Improved chart visibility and centralised scoring display for clearer performance graphs.
User Experience Enhancements
Theme support, predictive search, and UI refinements
Improved user experience with theme toggle, smarter search, and various UI refinements for better usability.
added
Theme toggle and predictive search suggestions for smarter ticker and name lookup.
changed
CSS improvements for better readability with tighter spacing and clearer typography.
changed
Enhanced search responsiveness and overall UI speed for smoother interactions.
Personalisation and Reporting Features
Watchlist integration, personal reports, and rankings separation
Added personalisation features including watchlist integration, personal reports, and separate public and personal rankings for a more tailored experience.
added
Watchlist feature and personalised reports generated from the watchlist for custom asset reports.
added
Separate public rankings from personal rankings based on watchlist for both community and personal leaderboards.
Core UI and Data Integration
Project foundation, asset pages, and external data connections
The first release establishes the core user interface and integrates multiple external data sources to provide a solid foundation for asset research.
added
Project scaffolding with core templates for base layout, home page, and asset detail pages.
added
Integrated external data sources including Yahoo Finance, Reddit, Hacker News, and generic web scraping.
added
Background workers and watchlist feature for tracking favourite assets and receiving personalised recommendations.