iNiveś
Changelog

What's new

Releases, improvements, and fixes shipping in iNiveś.

  1. v1.4.0

    Health scoring engine

    Portfolio intelligence in one score: Alpha (price-competitiveness), Pulse (composite index), and Conviction (gated action score) computed from 119 scoring nodes across six Vitals.

    • featAlpha health score with 0–100 arc gauge and rank tiers (No-brainer / Multi-bagger / Healthy)
    • featSix Vitals — Quality, Value, Growth, Stability, Momentum, Yield — roll up into Pulse
    • featConviction gates (Signals) with pass/fail chips on every holding and portfolio
    • featScoreMap heatmap: edge-to-edge Vital Score cells across the whole portfolio
    • featPublic score glossary with formula summaries and preset definitions
  2. v1.3.0

    Portfolio aggregation and CAS upload

    Upload a CAS statement and get a fully aggregated portfolio: holdings, costs, concentration, and fees — mapped by ISIN, not scheme names.

    • featCAS upload pipeline for CDSL and NSDL statements, including mutual funds
    • featISIN-first instrument mapping with an unmapped-holdings resolution list
    • featValue-weighted portfolio aggregation with per-holding score contributions
    • featConcentration (HHI) penalty and fee-drag analysis in the portfolio score
    • improvementDuplicate uploads detected by SHA-256 hash instead of re-processing
  3. v1.2.0

    Peer comparison and Z-scores

    Every holding is benchmarked against its industry and index peers, tactically (daily) and strategically (quarterly).

    • featZ-score engine comparing market and industry factors on daily and quarterly windows
    • featPeer groups seeded from BSE industry classification and index constituents
    • featInstrument detail page with 2×2 Z-score grid, price context scale, and 52-week range
    • improvementFundamental ratios sourced from Screener.in with response caching
  4. v1.1.0

    Score customization and insights

    Tune the scoring model to your own conviction and read plain-language narratives for every portfolio and holding.

    • featScoring presets and user-level weight customization (Vital weights, Signal factors, Signal thresholds)
    • featNarrative insights with pillar chips plus strengths, risks, and actions
    • featInteractive score DAG viewer showing how each node feeds the final score
    • improvementScoring provenance: every score stores the config version it was computed with
  5. v1.0.0

    Initial release

    First public release of iNiveś.

    • featFastAPI + Next.js platform with JWT and API-key authentication
    • featOrganizations, invitations, and role-based access control
    • featRazorpay billing with credit ledger, subscription plans, and usage tracking
    • featEquity research screener with instrument search and ratio detail
    • featEnglish and Hindi locales across the full product surface

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