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Product Update
September 5, 2026

Max Drawdown, FFO for REITs, and weighted portfolio metrics

Max Drawdown on Stock Analysis and Performance, FFO and P/FFO for REITs, weighted Portfolio Snapshot metrics, Holdings table improvements, and a Dividends Calendar fix.

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Max Drawdown added to Stock Analysis

The Valuation card now shows Max Drawdown for the selected period, reachable with the new swipe arrows next to the card title. Hover it and the price chart highlights exactly where the peak and bottom happened. We also added a period Return badge next to the chart title and a CAGR badge in the footer.

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Max Drawdown on your Performance page

Personal Growth in Performance now has its own Max Drawdown card, showing the largest decline for the period you're viewing. Hover it to see exactly where the peak and bottom happened, highlighted on your portfolio chart.

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Portfolio Snapshot weighted metrics

Holdings Portfolio Snapshot now shows portfolio-weighted average P/E, Revenue Growth, and EPS Growth (all TTM). Each metric also tells you what percentage of your portfolio's value it actually covers (based on the data we have available), so you know how representative the number is.

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FFO and P/FFO for REITs

REITs use Funds From Operations, not Net Income, as their main measure of profitability. Stock Analysis now shows charts for FFO and FFO/share. The Valuation card now shows FFO and FFO/share for REIT tickers, alongside the existing FFO Payout Ratio, so you get the metrics that actually matter for these companies.

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Holdings table improvements

Privacy mode on the Holdings page now shows your Total and Unrealized P/L as percentages instead of dollar amounts, so you can check performance in public without exposing your numbers. We also fixed the stock analysis shortcut so it works for every holding, including ETFs.

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Dividends Calendar fix

Fixed a bug where switching the Gross/Net toggle on the Dividends Calendar wasn't updating the per-share and total amounts shown when hovering a day in the Month and Year views. The toggle now applies correctly in both.