This past month saw us wrap up some long-term projects across the business. These included a mixture of compliance and security related objectives as well as some key feature work listed below.

New functionality / enhancements

• Upgraded our infrastructure to bring stability and consistent load times to our new reporting framework, improving the performance of our diversity report, sold securities report, exposure report and performance report
• Introduced the new holdings page to all users and set the new holdings page as our default for beta customers. Within the next few weeks all customers will see the new holdings page by default
• Introduced a tree map graphic to the performance report; useful for providing a quick visual summary of your performance gains across open positions, weighted by holding value
• Added support for an additional nine cryptocurrencies.

Broker import functionality

• Added support for the seamless import of historical and ongoing Questrade trades using Snaptrade
• Added support for Directa (Italy) trade file CSV and XLSX imports
• Added support for Robinhood (United States) trade file CSV imports
• Added support for Interactive Investor (United Kingdom) trade file CSV imports
• Added support for Tastytrade (United States) trade file CSV imports.

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