Moneyta Release Notes

Every name in your portfolio, and every name on your Idea Pad, is now followed automatically. Buy something and it joins your follows the same moment; sell out or close the idea and it leaves. Nothing to remember. Follows you chose yourself are never touched, and if you unfollow a name we added for you, it stays unfollowed until you decide otherwise. The names added for you do not count against your plan's follow limit. Your follows list now says why each name is there: Held, Idea, or one you picked.

In the research library

The full workstation now opens inside the same pane instead of on a new page. A breadcrumb at the top of the pane takes you back to the read, or to the library, in one click with nothing reloading. Press Enter on a row to open it, Escape to step back, and the browser's Back button works too.

When a broker hands us a holding without its trading history, we used to date it the day we first saw it. That made shares you had owned for years look newly bought, and a sale of them look short-term when it was not. Where your broker can tell us when you actually bought each parcel of shares, we now use those real dates and their real cost. Holding periods, the short or long term label, and the tax estimate all follow from the truth instead of a stand-in date. The trade history now says when a holding was restated from the broker's own records, and which entry it replaced. Holdings a broker still cannot date keep the old estimate and stay marked as estimated, so you can always tell the two apart.

The research library could fail to open with a 'Could not load' message. It now opens in well under a second, and if the desk is ever slow to answer you get a plain message and a Try again button instead of a dead end. The library's filters are now four plain questions: the desk's verdict, what changed, what is yours, and how recently it was researched. Every option shows how many reports it would leave you with, and the sort and Clear all controls sit right next to the count. Typing in the library's search box no longer marks reports as read on the way past. Only opening a report counts. The library now opens on your own holdings: the names you hold that the desk has written on come first, and the ones it has not yet are listed too, each one a click from sending the desk to work on it. The whole library is one tab away, and a search reaches past it into every listed name.

A new Library page lists every report the desk has written — hundreds of names — as an inbox: the list on the left, the full report on the right, keyboard-driven. Every one of them opens without spending a run. Screen the whole library on what only the desk knows: its verdict and confidence on each name, how much weight the read can bear, whether it has changed its mind since the last report, whether a risk it named has since materialised, and where institutions are adding. Plus your own overlay — unread, held, S&P 500. Every screen is a link. Filter down to the names the desk turned cautious on this month and send the URL.

When a fund manager files its quarterly holdings with the SEC, we now find it within minutes instead of waiting for the SEC's once-a-day index. The manager's page updates as soon as we have read the filing, rather than up to an hour later. Managers whose pages you can browse are always processed first, so the funds people actually read about are never left showing last quarter while smaller filers are processed ahead of them. Reading a filing is several times faster, so a busy filing week clears in a fraction of the time. Search engines are told the moment a manager page changes, so what you can find in search keeps up with what we publish.

Fixed

A small number of stock pages with no SEC data on file were being offered to search engines and then answering with an empty page. They are no longer listed.

Fund manager pages now update the moment a manager's new quarterly SEC filing lands, instead of waiting weeks for the SEC's bulk quarterly data set. Every manager page moves to the just-filed quarter today, and each new filing season will show up as it happens.

New on the blog

the rise and unwind of Situational Awareness LP, told entirely through the fund's own SEC filings — the growth the filings showed, the hedges they showed coming off, and the four risks no holdings filing can carry.

On public manager pages, locked figures now say Gold instead of showing a bare padlock, so it reads as what membership adds rather than a wall. Follow alerts no longer show an internal code in the notification bell — a clean summary of what moved, always. A plain-English pass across the blog and learn pages: prose now says "quarterly holdings filing with the SEC" instead of form jargon, while search listings keep the terms people actually search for.

Our 1,100+ public stock, fund-manager and evidence pages were quietly telling search engines they were copies of the home page, so none of them could rank. Each page now identifies itself correctly, and the whole set is properly findable. Sharing a stock or manager page into Slack, X or LinkedIn now shows that page's own title and link on the preview card instead of the home page's. Browser tabs and search results had been showing a doubled brand on many pages, like "Contact Us | Moneyta | Moneyta.co". Every title now carries the brand exactly once. One address per page: lowercase tickers and zero-padded SEC filer numbers now redirect to the single canonical spelling instead of serving the same content at two addresses. Utility screens like checkout confirmations and the unsubscribe page are now explicitly excluded from search results.