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Investments

Fixed portfolio performance statistics so returns, risk ratios, and drawdown figures update continuously and reflect actual account activity.

Investments

Added Maximum Drawdown and Maximum Drawdown % as dedicated statistics, with the existing floating loss figures now labelled accordingly.

Investments

Added Number of Break-even Trades so trade counts separate winning, losing, and break-even trades.

Investments

Fixed trade duration statistics so they show the full span down to milliseconds and stay readable on smaller screens.

Investments

Improved statistics so figures measured across the whole portfolio are no longer shown as zero under the long and short columns.

Obermind Stream

Improved startup so portfolio statistics are restored in seconds on deployments with large account histories.

Admin

Added a statistics rebuild tool that scans for affected accounts, previews the result, and applies it as a background job with an email summary.

Admin

Improved the Performance page so it loads faster and links through to user and account details.

Trading

Fixed session recovery for certain OMS vendor integrations so a restart on the vendor's trading server is detected and the connection rebuilt automatically.

Admin

Improved provider status so an interrupted OMS vendor session is shown as disconnected instead of remaining connected until an operator reconnects it.

Investments

Fixed investor allocation on managed programmes so each investor's position and average price stay in proportion to the manager during fast trading.

Investments

Fixed closing a manager position so every linked investor is closed in full, leaving no residual fragments and no investor on the opposite side.

Admin

Fixed Execution Analytics so fill markouts can be read from platform order storage as well as file-based stores.

Admin

Improved production deployments so market-data capture, retention, and research processing run as expected.

Investments

Added a My Strategies dashboard for investment managers to review programme details, clients, positions, orders, and analytics.

Investments

Improved the Invest page so strategies load faster, analytics share a consistent time window, and desktop and mobile layouts are clearer.

Research

Added bank rate history so you can compare interest rates across countries over time.

Trading

Improved charts so live candles, stored history, and news markers share one timebase, with a time-zone control for the axis.

Admin

Added Execution Analytics in Dash to review what the market did either side of each client fill.

Admin

Added market-data capture tools in Dash Data Manager for reviewing series and capturing quotes into the platform store.

Admin

Added research syndication so downstream deployments can replicate research data from the origin.

Admin

Added Change Brand in Dash so authorised administrators can move users between white-label brands.

Obermind Stream

Added a dedicated market-data worker that captures quotes and bars and keeps research ingestion off the web application.

Platform

Improved personal API token creation so it requires completed identity verification where that policy applies.

Mobile

Fixed sign-in on mobile so native device features initialise correctly on the login page.

Trading

Added on-platform handling for order types a connected provider does not support, so they are held and triggered by the platform instead of being rejected.

Trading

Improved market data handling by aggregating quotes once per process, cutting duplicate work for instruments shared across strategies.

Admin

Added provider settings management in Dash for reviewing and updating trading provider settings.

Admin

Added a guide tab to the Dash framework settings covering application, provider and account group setup.

Mobile

Fixed inconsistent status bar colour and safe-area spacing in the mobile app so the layout is correct on every launch.

Mobile

Fixed the mobile status bar so it follows light and dark mode immediately, including when the device switches theme on its own.

Mobile

Fixed full sign-out on mobile so it now clears saved sign-in details, biometric unlock and the stored server selection.

Mobile

Improved mobile start-up so device features are ready before the app renders, removing intermittent failures on first load.

Platform

Simplified how the apps use native device features and retired a legacy mobile integration that is no longer in service.

Admin

Added the Framework area in Dash for application status, configuration groups, account groups, and platform settings.

Admin

Moved general admin settings and reporting tools into Dash Framework while keeping the classic Admin surface available.

Admin

Improved Import Instruments with optional transform rules, linking provider symbols onto existing instruments, and clearer per-row results.

Obermind Stream

Improved instrument import reporting so individual symbols can fail without stopping the batch.

Platform

Improved greenfield database seeding for system users, portfolio account groups, and framework defaults.

Obermind Web

Refined the navigation drawer layout, portfolio submenu, and theme picker.

Admin

Aligned the Dash sidebar typography and theme menu with the user app navigation.

Research

Added country research data including development indicators, economic statistics, and country profiles.

Admin

Added instrument and market-data import tools in the Data Manager.

Trading

Added external OMS account linking and provider management for trading connectivity.

Obermind Web

Refined the dark theme and home dashboard, including watchlist, balances, charts, and loading states.

Platform

Improved mobile chat so the composer stays above the keyboard and covers the tab bar for the whole visit.

Platform

Unified thin themed scrollbars across pages and panels.

Research

Improved research news refresh queuing and batch loading for charts.

Investments

Improved the Investments desktop experience and related layout polish.

Platform

Improved chat trade confirmations so orders are placed through the trading API.

Trading

Fixed a market-data crash that could occur after logout while subscribed to depth of market.

Admin

Fixed admin market-data hub controls and related Dash account views.

Platform

Added Developers Studio with personal API tokens and gated access to UI V2 areas.

Mobile

Added mobile statement downloads through native sharing.

Platform

Improved the sales chat experience with clearer personas, lower verbosity, and safer qualification guidance.

Platform

Improved marketing chat lead capture for enterprise forms and industry verticals.

Trading

Improved trading APIs and admin documentation for order and account workflows.

Investments

Improved investment strategy administration, including create and edit flows for investment directors.

Admin

Improved admin create-user and create-account workflows.

Cards

Fixed duplicated card account balances across cards.

Cards

Fixed card balance and transaction queries for inactive cards.

Cards

Fixed card status, PIN, and freeze or unfreeze controls.

Trading

Fixed trading terminal import errors.

Platform

Fixed idle-timeout chat messages so they keep the user's selected language.

Mobile

Added a mobile instrument overview with live prices, market context, positions, orders, and quick trading.

Trading

Improved the trading terminal with faster panels, clearer order controls, and take-profit and stop-loss workflows.

Research

Fixed general news coverage and instrument matching across research feeds.

Mobile

Fixed mobile layouts, scrolling, tab ordering, and market-depth subscriptions.

Research

Added a research workspace with financial data, news, and mobile-friendly visualizations.

Cards

Improved card balance visibility by showing the amount currently available to spend.

Cards

Fixed pending card transaction handling and card account presentation.

Trading

Fixed chart presentation and instrument data behavior across desktop and mobile.

Admin

Added custom-domain management, brand switching, and branded email controls.

Compliance

Added verification report access for authorized administrators.

Trading

Improved execution analytics and the administrative orders grid.

Cards

Fixed card ordering states, transaction details, expiry dates, and payment-account separation.

Cards

Added card ordering and management to the payments experience.

Platform

Added multi-brand workspaces with isolated branding, permissions, instruments, and progressive web app assets.

Investments

Added dedicated accounts for collecting investment management fees.

Investments

Improved portfolio chart loading, maintenance, and snapshot performance.

Admin

Fixed cross-brand access controls and blank performance views.

Investments

Improved portfolio snapshot retention, compression, backfills, and query performance.

Admin

Added portfolio maintenance tools and clearer operational views.

Mobile

Added QR sharing and short links for supported mobile workflows.

Mobile

Fixed safe-area spacing, statement sharing, and QR presentation.

Platform

Improved platform release consistency and stability.

Admin

Added enhanced user management and a consolidated administration workspace.

Trading

Improved professional charts with faster rendering, better mobile recovery, and clearer area charts.

Investments

Improved investment analytics, portfolio tracking, drawdown calculations, and strategy document handling.

Payments

Added standard and express payment workflows and richer account details on statements.

Mobile

Fixed connectivity recovery and web-view race conditions on mobile.

Investments

Added a redesigned investment experience with strategy cards, analytics, statistics, and detailed views.

Mobile

Improved mobile sign-in, registration, biometric access, notifications, and status-bar behavior.

Compliance

Improved identity verification flows, level synchronization, and country-of-residence checks.

Payments

Fixed transfer finalization, balance synchronization, beneficiary checks, and processing status tracking.

Admin

Added richer administration views for cards, banks, payments, verification levels, and domain events.

Compliance

Added multi-level identity verification with guided actions, progress states, and role synchronization.

Payments

Added payment wallets, bank-to-account transfers, payment account balances, and scheduled balance snapshots.

Mobile

Improved navigation, downloads, safe-area layouts, account switching, and cached data refresh.

Payments

Fixed currency conversion, transfer fees, duplicate transaction handling, and payment notifications.

Wallets

Fixed withdrawal precision, contact management, and multi-network wallet behavior.

Payments

Added current accounts, payment contacts, recipient search, and international bank payment workflows.

Admin

Added master-account management with status checks and restricted administrative operations.

Compliance

Improved post-verification account creation and registration status tracking.

Payments

Improved payment verification, transaction mapping, balance conversion, and contact controls.

Payments

Fixed payment page loading, default references, transaction drafts, and duplicate authorization handling.

Payments

Improved transaction notifications, fee handling, and callback reliability.

Cards

Improved card limits, PIN guidance, registration, and transaction history.

Trading

Fixed margin calculations and order timing behavior.

Cards

Added card creation, activation, replacement, security controls, spending limits, and transaction history.

Compliance

Added transaction monitoring, travel-rule review, and approval workflows for digital-asset transfers.

Admin

Added instrument editing, provider monitoring, risk notifications, and transaction adjustment tools.

Wallets

Improved multi-network deposits, withdrawals, address handling, and transaction visibility.

Cards

Fixed partial payments, reversals, duplicate transactions, fees, limits, and notification accuracy.

Platform

Added account creation with group selection, account limits, and configurable account settings.

Investments

Added model-based investment allocation with improved cancellation and order handling.

Reporting

Added scheduled regulatory reports, report task management, and custom reporting dates.

Wallets

Improved multi-network currency support, deposit addresses, withdrawals, and wallet balances.

Investments

Fixed portfolio statistics persistence, risk calculations, and investment order synchronization.

Investments

Added expanded portfolio analytics including returns, drawdown, risk ratios, trade duration, and consecutive results.

Trading

Added a tabbed web terminal with configurable layouts, instrument details, and side panels for orders and positions.

Reporting

Added regulatory instrument, user, trade, and end-of-day price reporting.

Trading

Improved instrument-level commissions, markups, market data, and terminal navigation.

Platform

Fixed account switching, live connection recovery, refresh behavior, and mobile instrument details.

Investments

Added investment strategies with risk profiles, allocations, fees, charts, and public or private availability.

Investments

Added investment creation, confirmation, cancellation, and dedicated investment accounts.

Compliance

Improved verification actions, permission updates, and administrator notifications.

Trading

Improved instrument routing and prevented trading or subscriptions for expired instruments.

Investments

Fixed investment settings, wallet selection, exchange fees, and cancellation fee calculations.

Wallets

Added redesigned wallet, deposit, withdrawal, internal transfer, exchange, and earn experiences.

Reporting

Added downloadable and emailed statements with scheduling, bulk generation, templates, and task tracking.

Investments

Added investment fee scheduling and richer portfolio snapshots.

Trading

Improved account transactions, portfolio filtering, instrument prices, and base-currency calculations.

Mobile

Fixed mobile navigation, language and theme switching, charts, input controls, and authorization redirects.

Investments

Added investment strategy management and scheduled investment workflows.

Wallets

Improved wallet transfers and portfolio visibility across web and mobile.

Reporting

Added support for updated regulatory instrument reporting fields.

Platform

Improved transaction currency handling and historical rate conversion in Obermind Stream.