Skip to main content

Changelog

Follow new updates and improvements to Findex.

Q2 2025 - Major Platform Evolution

A transformative quarter that introduced professional investor relations capabilities, advanced file management systems, and significant infrastructure improvements. We delivered comprehensive communication tools while maintaining our commitment to stability and user experience excellence.

🚀 New Features

  • Complete Investor Updates System: Professional investor communication with file attachments, recipient management, and delivery tracking. Easily manage investor communication by sending investor updates with attached files.

  • Advanced File Permission Management: Granular document access control with automatic folder organization by recipient groups

  • Enhanced WebSocket Infrastructure: Real-time collaboration features with live updates for shared documents.

⚡ Improvements

User Experience

  • Streamlined Asset Operations: Improved loading states with animated feedback during connections and imports

  • Enhanced Form Validation: Smarter error messages with contextual guidance for quick issue resolution

  • Better Autocomplete: Improved debounce handling and search accuracy across all asset type dropdowns

  • Modal System Enhancement: Proper modal-in-modal behavior with backdrop handling for complex workflows

Technical & Performance

  • Database Migration: Successfully migrated production database with improved query performance

  • Backend Infrastructure: Enhanced API reliability and error handling across all endpoints

  • File Upload System: New websocket-based upload with real-time progress tracking

  • Security Improvements: Advanced error logging and proactive issue detection systems

🐛 Fixes (Your Feedback Drives Our Priority!)

  • Fixed Swedbank QR code disappearing during connection authentication process

  • Resolved asset value calculation discrepancies between portfolio and asset list views

  • Corrected "undefined documents" display issue in investor update interfaces

  • Fixed file deletion functionality in file manager across all file types

  • Resolved search debounce problems causing slow autocomplete responses

  • Fixed owner company dropdown preventing recursive company selection

  • Corrected asset inclusion counts showing incorrect numbers during provider setup

  • Fixed tooltip display issues for IR assets showing wrong maintenance status

  • Resolved Featurebase integration errors causing JavaScript console warnings

  • Fixed file upload modal design inconsistencies and improved button positioning

Q1 2025 - Platform Modernization Milestone

This quarter marked a complete technological transformation with our Nuxt.js migration, delivering dramatically improved performance and establishing the foundation for advanced features. We successfully modernized the entire platform while introducing comprehensive investor relations capabilities.

🚀 New Features

  • Complete Nuxt.js Migration: Entire platform rebuilt on modern framework with 3x performance improvement

  • Investor Relations V2 Hub: Professional shareholder management with document sharing and communication tools

  • Advanced Testing Framework: Comprehensive automated testing suite ensuring higher code quality

  • Enhanced Authentication System: Improved BankID integration with better error handling

⚡ Improvements

User Experience

  • Faster Navigation: Instant page transitions with smooth animations throughout the application

  • Improved Asset Adding: Enhanced autocomplete with better validation and suggestion accuracy

  • Streamlined Onboarding: Redesigned signup process with step-by-step guidance for new users

  • Better Error Communication: Clear, actionable error messages replacing technical jargon

Technical & Performance

  • Modern Framework Benefits: Improved SEO, faster initial page loads, and better developer experience

  • Automated Quality Assurance: Continuous integration with automated testing prevents bugs reaching production

  • Enhanced Deployment Pipeline: Faster feature delivery with automated review app generation

  • Memory Optimization: Reduced resource usage for smoother performance across all devices

🐛 Fixes (Community-Driven Improvements!)

  • Fixed BankID users being able to bypass email verification step

  • Resolved asset deletion confirmation modal not closing properly after action

  • Corrected toast notifications inadvertently closing parent modals when dismissed

  • Fixed inconsistent padding and spacing issues throughout the interface

  • Resolved session data expiration handling with better user feedback

  • Fixed provider reconnection flow navigation and back button functionality

  • Corrected form validation issues in signup and login processes

  • Fixed intercom widget appearing inappropriately in edit asset workflows

Q4 2024 - Stability & Core Features

We expanded platform capabilities with comprehensive debt tracking and file management while establishing robust testing infrastructure. This quarter emphasized building solid foundations for complex financial management with enhanced user workflows and system reliability.

🚀 New Features

  • Debt & Liability Tracking: Complete support for loans, mortgages, and liabilities in net worth calculations

  • Advanced File Management System: Upload, organize, and categorize documents with automatic folder creation

  • Enhanced Provider Import Flow: Improved asset selection and import process with better preview capabilities

  • Comprehensive Testing Infrastructure: Automated unit tests for both frontend and backend components

⚡ Improvements

User Experience

  • Standardized Form System: Consistent, beautiful forms across the entire platform with unified validation

  • Enhanced Modal Behavior: Proper modal layering with backdrop handling for complex user workflows

  • Improved Loading States: Visual feedback during all operations with progress indicators and status updates

  • Better Asset Management: Enhanced add and edit flows with improved validation and error guidance

Technical & Performance

  • Database Performance: Optimized queries and improved data consistency across all operations

  • Background Job Processing: More reliable handling of asset updates, notifications, and data synchronization

  • Memory Management: Reduced resource usage and improved application stability

  • Error Recovery: Better error handling with automatic retry mechanisms for failed operations

🐛 Fixes (Your Reports Keep Us Improving!)

  • Fixed asset value calculation errors for real estate and alternative investment types

  • Resolved decimal entry validation issues for latest unit prices across all asset classes

  • Corrected share price display formatting inconsistencies in share ledger widgets

  • Fixed IR company visibility problems preventing proper shareholder access

  • Resolved file folder structure loading issues causing organizational problems

  • Fixed placeholder display for zero investment amounts across edit and add forms

  • Corrected ROI calculation discrepancies appearing in multiple dashboard views

  • Fixed provider connection timeout handling with better user feedback

  • Resolved table column width inconsistencies in import asset modal interfaces

  • Fixed authentication flow issues preventing users from accessing verification screens

Earlier updates