Changelog
Every meaningful thing we’ve shipped recently — launches, improvements, operational upgrades. We move continuously so the platform stays useful.
- Operations
Production-grade transactional email pipeline
Auth emails (sign-in links, account confirmations) now send from auth.advisingalpha.com via Resend with full SPF/DKIM/DMARC. Bounce and spam-complaint events automatically flag affected accounts so we can intervene before a member silently fails to receive their magic link.
- Improvement
Branded cancellation flow with pause-for-30-days option
Members who decide to cancel now land on a calm retention page that surfaces a 30-day pause as a softer alternative. Use it if you're traveling, taking a break, or just need time to decide. Billing stops, access continues through your paid period, then auto-resumes — or cancel during the pause if you've made up your mind. Resume early any time from your account.
- Improvement
Published rebalance schedule
Portfolio detail pages now show the exact 5-day rebalance windows: Feb 20–25, May 20–25, Aug 20–25, and Nov 20–25 each year. Anchored to the SEC 13F filing cycle so we can act on the latest institutional disclosures. Predictable, plannable, no surprises.
- Improvement
Trade-alert email pipeline
When a portfolio rebalances, we now auto-detect the changes (added, removed, reweighted) and surface a paste-ready trade-alert email in the admin. Pro members get the new trade list by email the day we publish. Speed and clarity matter here.
- Improvement
Account renewal transparency
Pro members can now see exactly when their subscription renews, what plan they're on, and how long they've been a member — directly on their account page. No more bouncing through Stripe to check.
- Launch
Stock Normality Indicator (SNI)
A four-metric gauge cluster showing where any stock sits in its own backtested history alongside the same view for the broad market. Available on every holding's thesis card across the Pro portfolios. Read the calm in or out of a position before you act on the volatile narrative around it.
- Launch
Portfolio Normality Indicator (PNI)
Same four-metric framework as the SNI, applied to whole portfolios. Tells you whether a portfolio is reading routine, heated, or extreme relative to its own history. Available on every portfolio detail page.
- Launch
Topic cluster hub pages and 20-article research foundation
Four new topic hubs at /topics — Hedge Fund Investing, Portfolio Construction, Behavioral Finance, and Critical Reading. Each curates a recommended reading order through 20 published articles on how the market actually behaves. Free to read, no account needed.
- Launch
Tools landing page with five calculators
Compound calculator, drawdown calculator, risk quiz, fee-drag calculator, and time-to-million calculator. Useful on their own; useful in conjunction with the model portfolios. /tools.
- Improvement
Site-wide SEO and AI-search foundation
Every page now ships with structured data (JSON-LD), llms.txt for AI search engines, optimized Open Graph tags, and a complete sitemap. Aimed at making Advising Alpha discoverable through Google, Bing, ChatGPT, Claude, and Perplexity.
- Launch
The Sunday Brief — free weekly email
A calm Sunday-evening market read for serious investors. The Market Normality Indicator snapshot, one stock spotlight, and one behavioral finance principle. Free, no Pro required.
- Launch
Hall of Fame — top closed-position wins per portfolio
Every portfolio's biggest realized winners, with attribution to which strategy got us there. Verifies the methodology with concrete examples. Cherry-picked on purpose — the full record (including the picks that didn't work) lives on the Track Record page.
- Launch
Pro Weekly Brief — Saturday performance and commentary
Pro members get a Saturday-morning recap of every portfolio's week, plus member-tier commentary on what's moving, what we're watching, and what to expect at the next rebalance.
- Launch
BioTech 10 specialty portfolio
Our first specialty (sector) portfolio. Ten clinical-stage and platform biotech names selected against catalyst calendars and balance-sheet runway. Higher volatility than the diversified core portfolios, with explicit risk warnings — meant as a sleeve in a larger plan, not a standalone strategy.
- Launch
The Market Normality Report — quarterly PDF lead magnet
A 20-page reference report showing where today's S&P 500 sits in 75 years of historical data, across four metrics. Designed to be printed, carried by advisors, and used as a calm reference when financial media gets loud. Free download at /free-report/market-normality.
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