May 2026 release notes
White-labeled portfolio experience
Tenants invited from the admin CRM now land on a portfolio app that matches their brand across the sign-in page, invite acceptance, dashboard, document title, favicon, and the invitation email itself.
Connect a custom domain like portfolio.yourbrand.com through a guided wizard. The admin walks you through adding DNS records at your provider, and status updates automatically once verified. SSL provisions automatically.
Send invitations from noreply@yourbrand.com or any subdomain you control, using the same guided DNS setup. Once your domain verifies, every invite goes out from your branded address.
Upload your logo, pick your brand color, set your support email and favicon. Your brand color flows through every screen in the portfolio.
My Portfolio in admin
Admin users with a portfolio attached to their account now have a Portfolio entry in the sidebar with the same dashboard their customers see.
Redesigned portfolio dashboard
We restructured the portfolio dashboard. The performance chart now sits beside a Clarity snapshot showing what’s moving the portfolio right now. Allocation and Holdings each have their own section, with a holdings count under the heading. “Add holding” is now “Add asset”.
New asset detail pages
Click any holding to open its asset page. You get the price chart, your position (units, average buy, last price, P/L), fundamentals (P/E ratio, market cap), an AI snapshot, and recent news.
Smarter Clarity insights on the dashboard
The “Clarity on your portfolio” card on the dashboard now uses the same AI engine that powers the Clarity chat, so customers get the same sourced answers in both places.
AI cost transparency and limits
Admins can now see how much each organization is spending on AI. Set a spend cap per organization so a single org can’t blow past your budget. Adding new knowledge to the graph also shows an estimated cost before you confirm.
Fixes and polish
Every connection in the knowledge graph now opens a details popover when you click it, including curved edges (which weren’t clickable before). Period change figures in the admin portfolio view now match what the mobile app shows for the same range.
