Managing your portfolios is now faster and more accessible throughout the app.
- New Add to Portfolio modal lets you add a stock to one or more portfolios in seconds
- Plus (+) actions are now available across tables, screens, stock lists, and articles
- Automatically detects if a ticker already exists in a portfolio
- Clear success and error feedback when adding holdings
You can now act on investment ideas wherever you discover them.
Ask James is now more discoverable, more helpful, and easier to use.
- New floating Ask James button available throughout the app
- Smart chat bubble suggests example questions to help you get started
- Example questions are tailored to real portfolio and grade use cases
- Improved chat UI with icon avatars and cleaner message grouping
- Better handling of stock and screen links inside chat responses
You can still ask questions directly about your data using natural language, such as:
- What is the Value Grade of AMZN?
- What is the Growth Grade of AMZN?
- What is the Momentum Grade of AMZN?
- List all of my portfolios.
- Show the holdings in my portfolio.
- What is the total value of my portfolio?
- Which stocks in my portfolio have the highest Value Grade?
- Do I own AMZN in any of my portfolios?
- Which stocks in my portfolio have a Momentum Grade of A or B?
You should also notice faster responses and a smoother overall experience when querying your data.
Reading and interacting with articles is now more powerful.
- Refreshed article layout with improved spacing, typography, and readability
- Better mobile and tablet presentation for long-form content
- Inline stock tickers now support Add to Portfolio actions
- Improved handling of related content and navigation between articles
These updates make it easier to read, analyze, and act on ideas directly from articles.
You can now easily share articles with others.
- New Share action available on article pages
- Quickly copy a link or share through your device’s native sharing options
- Improved URL handling for consistent previews when shared
Sharing insights from the Investor Hub is now faster and more flexible.
The Investor Hub experience on mobile devices has been significantly improved.
- Optimized dashboard layouts for phones and tablets
- Improved spacing, typography, and touch targets across widgets
- Horizontal scrolling for Market Summary on mobile
- Reduced layout shifts and unnecessary reflows
- Faster interactions on slower or constrained networks
These changes make it easier to monitor portfolios and explore ideas on the go.
Charts across the dashboard are now more reliable and easier to use.
- Improved chart initialization and stability
- Better resizing behavior on mobile and tablet screens
- Smoother chart rendering during navigation and refreshes
- Reduced flicker when switching between views
These improvements apply to portfolio summary charts and performance visualizations.
Large tables are now more usable on smaller screens.
- Optimized column spacing and font sizing for mobile
- Horizontal scrolling improvements for wide datasets
- Persistent action buttons (such as Add to Portfolio) on mobile
- Reduced accidental taps and improved row interaction behavior
These updates improve usability across screens, grades, and portfolio tables.
You can install the AAII Investor Hub as a standalone app for a faster, native app-like experience.
- Desktop: Look for the install icon in your browser’s address bar or use the in-app install prompt
- Mobile: Use your browser’s Add to Home Screen option
- Offline Support: Key resources are cached so pages load instantly on repeat visits
- Automatic Updates: When we release updates, you’ll be prompted to refresh and get the latest version
You can now view stock screen details directly within the dashboard instead of leaving the site.
- Browse complete screen methodology and selection criteria
- See all companies that currently pass each screen
- Compare historical screen performance against the S&P 500
- Discover related screens based on similar strategies
- Navigate seamlessly between your saved screens and individual screen details
We’ve continued improving how pages load throughout the dashboard.
- Instant Navigation: Previously visited pages load immediately from cache
- Background Refresh: Data updates quietly without interrupting your workflow
- Smarter Data Fetching: Duplicate requests are automatically avoided
These improvements apply to the Portfolio Analyzer, Alerts, Grades, Insights, and Screen Detail pages.
- Fixed Highcharts module initialization issues
- Improved reliability when checking if a ticker exists in a portfolio
- Reduced duplicate API calls when loading dashboard and portfolio data
- Fixed color inconsistencies in market change indicators
- Improved mobile scrolling and touch behavior
- Reduced layout shifts and unnecessary loading states
- Updated branding from AAII Dashboard to AAII Investor Hub
- General UI polish, refactoring, and performance improvements