Filter review attention
All, Data gaps, Needs review, and On the radar narrow only the visible queue while
keeping the full count in view.
Status: shipped in v5.15.0
Roadmap
The previous roadmap named target weights, a trade export, and a what-if simulator. Those ideas shipped together in v5.11.0 as a deliberately bounded Plan & Protect workflow. v5.12.0 then tightened the real keyboard and compact-screen journeys around that work. v5.13.0 extended the same keyboard treatment to the panels that were still hidden by fading alone, checked every symbol that arrives in a web address before it is looked up, and scoped DCA undo to the portfolio that owns the plan. The next mainline milestone finished that thread by giving all eight dim-the-dashboard dialogs one definition of “modal” instead of eight. It was not published as a v5.14 stable tag, so those safeguards ship publicly in v5.15.0 alongside a Review Orbit that can separate urgent gaps from quiet reminders, save fresh CSV snapshots, and restore its last local context. This page records outcomes instead of leaving shipped work labelled as future work.
Recently shipped
Section titled “Recently shipped”Save a data-health receipt
Coverage, missing tickers, sources, caveats, and snapshot freshness leave as CSV;
partial never becomes complete during export.
Status: shipped in v5.15.0
Save the target snapshot
Persisted targets, current weights, descriptive drift, known USD value, and every
quote exclusion can be carried without placing a trade.
Status: shipped in v5.15.0
Continue the same review
The last Review tab, Inbox filter, and Month/Quarter choice return from local
browser/app storage.
Status: shipped in v5.15.0
A dialog holds the keyboard
All eight dim-the-dashboard dialogs share one containment. Before, 7 of 8 Tab
presses walked off “Delete portfolio?” onto the live dashboard behind it; now
none do.
Status: included in v5.15.0
Closing keeps your place
Each dialog falls back to a landmark that outlives the button you clicked, and
checks that focus actually landed — instead of dropping it at the top of the page.
Status: included in v5.15.0
Dialogs stack
A dialog opened over another is reachable rather than frozen, and hands the
keyboard back to the one underneath when it closes.
Status: included in v5.15.0
Closed means closed — everywhere
The panels that hid by fading out now leave the keyboard path too — the portfolio
manager, the first-run welcome, the collapse pill, a hidden Senpai orb, the
holdings table during a scan, and the loading splash.
Status: shipped in v5.13.0
A junk symbol is refused
A stock symbol arriving in a web address is checked against one rule — letters,
numbers, ., - or ^, up to 10 characters — before FolioOrb looks it up.
Status: shipped in v5.13.0
Undo stays in its own book
Undoing a DCA buy can only change a holding in the portfolio that owns the plan;
the buy itself is still addressed by its own id.
Status: shipped in v5.13.0
Closed means closed
Closed header details are inert as well as invisible, and Escape restores focus to
the trigger that opened them.
Status: shipped in v5.12.0
Phone-width calm
Senpai stays below financial content, while Plan cards fit 320 px and keep wide
tables in local scrollers.
Status: shipped in v5.12.0
Context-bound review
Restore confirmation consumes Escape first, and edited rehearsal inputs invalidate
both the visible preview and any late response.
Status: shipped in v5.12.0
Target weights & drift
Set a complete integer-basis-point course over owned eligible holdings, then compare
target and actual allocation only when every required USD quote is usable.
Status: shipped in v5.11.0
Annual realized recap
Export one calendar year of stored sales with an average-cost-basis recap. It is a
bookkeeping record, not tax-lot or tax-filing software.
Status: shipped in v5.11.0
Buy rehearsal
Preview an external-cash USD buy for a ticker already held. It writes nothing,
does not trim, does not forecast, and is not a recommendation.
Status: shipped in v5.11.0
Senpai's tip
Plan & Protect also includes an all-Portfolios known-value pulse, a checksummed portable records ZIP, manual-backup freshness, and opt-in daily automatic backup.
Shipped in v5.16.0
Section titled “Shipped in v5.16.0”Carry one review bundle
The selected Month/Quarter Review Pack, data-health receipt, and saved
target-plan snapshot leave together in one local ZIP. A manifest records
quality context and SHA-256 hashes for every non-manifest review artifact.
Status: shipped in v5.16.0
The bundle reuses one in-memory quote response set and writes no portfolio state. Foreign-priced positions stay named and outside USD totals, and unsaved target drafts block export. The same release keeps imports responsive during provider work and makes split runtime profiles fail before any filesystem write.
What comes next
Section titled “What comes next”There is no dated public promise for the next feature. Proposed work is discussed in GitHub issues and becomes a shipped claim only after the implementation, tests, packaged app, and release artifacts agree.