Data reliability & release notes
Understand what is measured, what is missing and which checks have actually run. This page is a release disclosure, not a live uptime monitor.
Updated October 23, 2026 · research-release-20261023
Freshness and coverage
Quote timestamps and financial period ends describe different observations. Missing prices are excluded from priced portfolio value; older usable USD observations remain included and are visibly labelled. Holdings without matching USD prices cannot be combined into a dollar total without an FX conversion. A partial total is not the value of every holding.
Models are conditional
Cash-flow assumptions, forecast-multiple scenarios and analyst consensus answer different questions and can use different horizons. Their central values are not interchangeable. Screening scores use disclosed absolute anchors, not peer ranks or calibrated success probabilities.
Known limitations
Corporate-action and vendor revision reconciliation is not independently verified for every ticker. Options analytics, universal peer coverage, historical analog probabilities and all-customer continuous alert scheduling are not established in this release. A source link does not prove an independent filing audit.
Recent corrections
October 19: aligned portfolio exposure and headline inclusion rules for stale quotes and invalid records; separated cash-flow central assumptions from forecast-multiple scenarios; repaired mobile lens and Advanced navigation alignment; made Light the default for new users while preserving saved preferences.
Verification scope
Automated calculations, type checks and a production build are recorded in the release archive. These checks do not establish live provider entitlements, physical iPhone visual acceptance, payment processing, legal readiness or profitability. No numerical service-level or uptime guarantee is implied.