Changelog

A record of every feature, improvement, and fix shipped to ClearMarket.

v2.5.0

May 9, 2026 Latest

Two-Factor Authentication (2FA)

  • TOTP-based 2FA — Enable two-factor authentication using any authenticator app (Google Authenticator, Authy, Microsoft Authenticator, etc.)
  • QR code setup — Scan a QR code or manually enter the secret key to link your authenticator app
  • Backup codes — 8 one-time-use backup codes generated on setup, copyable for safe storage
  • Login challenge — After entering email and password, users with 2FA enabled must verify with a 6-digit code before gaining access
  • Backup code fallback — Use a backup code if your authenticator app is unavailable
  • Disable with password — Turn off 2FA at any time by confirming your account password
  • Admin 2FA support — Admin login also supports 2FA challenge for enhanced admin security

Investor Settings Page

  • Settings page — New dedicated settings page for investors accessible from the user dropdown menu
  • Profile information — View account name and email at a glance
  • 2FA management — Enable or disable two-factor authentication from settings
  • Theme preferences — Switch between light and dark mode from settings

Improvements

  • Admin toggle redesign — Maintenance mode and registration toggles in admin settings redesigned for better visibility across themes

v2.4.0

May 2, 2026

Public Access & Guest Browsing

  • Guest browsing — Stocks and Mutual Funds pages now accessible without logging in, including company and fund detail pages
  • Guest navigation — Streamlined navbar for unauthenticated users with quick links and Login/Sign up buttons
  • Smart feature gating — Auth-only features like "Following" and sub-navigation are hidden for guest users

Legal & Company Pages

  • About page — Company overview, product offerings, and core values
  • Privacy Policy — Detailed data collection, usage, security, and user rights documentation
  • Terms of Service — Usage rules, disclaimers, liability, and governing law
  • Contact page — Contact cards with email, website, and location
  • Changelog — This page — a full record of platform evolution

Bug Fixes

  • Theme consistency — Fixed dark/light theme toggle not working on 6 fund manager pages (Clients, Portfolios, Portfolio Summary, Reports, Settings, Market)

v2.3.0

April 14, 2026

Fund Manager Reports & Analytics

  • Cross-client analytics — Total AUM, AUM by mutual fund category, top-performing schemes, and per-client AUM breakdown
  • Holdings summary report — Consolidated view of all holdings with optional client filter
  • Transaction log — Filterable by client, instrument type, and date range
  • Capital gains report — Realized gains on sell transactions across all clients
  • Client statement export — Per-client JSON statement for record keeping and compliance
  • Client import/export — Bulk JSON import and export of client data for easy migration

Investor Notifications

  • In-app notifications — Bell icon in navbar with unread count badge
  • Transaction alerts — Automatic notifications when fund managers add transactions to managed portfolios
  • Mark all as read — Bulk dismiss notifications in one click

v2.2.0

February 28, 2026

Fund Manager Portfolio Management

  • Portfolio creation — Create named portfolios per client for organized investment tracking
  • Mutual fund transactions — Record buy, sell, SIP, switch-in, and switch-out with units, NAV, and folio tracking
  • Stock transactions — Record equity buy/sell transactions with price per unit and quantity tracking
  • Portfolio detail view — Combined MF and equity holdings with full transaction ledger and summary
  • Cross-client portfolio view — All portfolios across all clients on a single page
  • Recent transactions feed — Latest transactions across all clients at a glance

Investor Managed Portfolios

  • Managed portfolio view — Investors can view portfolios created by their linked fund manager
  • Holdings & gains — Real-time valuation of managed holdings with unrealized gain/loss
  • Agent relationship requests — Accept or reject fund manager linkage requests from the investor dashboard

v2.1.0

January 10, 2026

Fund Manager Client Management

  • Client CRM — Add, edit, and manage investor clients with name, email, phone, and PAN details
  • Client invitations — Generate secure invite links with 7-day expiry for onboarding investors
  • Invitation flow — Investors receive a link, create an account or sign in, and get auto-linked to the fund manager
  • Client status tracking — Invited, active, and other statuses for client lifecycle management
  • Duplicate detection — Email uniqueness guard to prevent duplicate client entries

Fund Manager Market Tools

  • Agent stock screener — Full stock screening capabilities within the fund manager dashboard
  • Agent mutual fund screener — Browse and filter mutual fund schemes without leaving the agent panel
  • Agent scripts — Pre-built screening strategies accessible from the fund manager interface

v2.0.0

November 22, 2025 Major

Fund Manager Dashboard

  • Dedicated fund manager role — New "Agent" role with separate signup, login, and dashboard
  • Agent dashboard — Overview with client count, portfolio count, total invested, and AUM at a glance
  • Agent settings — Profile management including name, email, phone, company name, and ARN number
  • Password management — Secure password change from agent settings

Admin Panel

  • Admin dashboard — Platform-wide overview with user, portfolio, and transaction counts
  • User management — Create, edit, toggle active status, reset sessions, and delete users across all roles
  • Test accounts — Create time-limited or session-limited accounts that auto-pause after expiry
  • Maintenance mode — Toggle to block all non-admin logins with a maintenance message
  • Registration toggle — Enable or disable new signups from admin settings
  • Activity logs — Searchable, filterable audit trail with timestamps and IP addresses
  • Platform settings — Configurable settings with change logging

v1.3.0

September 30, 2025

Screening Scripts

  • 12+ pre-built strategies — Ready-to-use scripts including 52-week high, high dividend yield, low P/E value picks, and high growth momentum
  • Deep-linked scripts — Each script has a direct URL for quick sharing and bookmarking
  • Technical & fundamental scripts — Scripts covering technical indicators and fundamental analysis criteria

Saved Lists & Watchlists

  • Saved screening lists — Save screening results with custom names for quick access
  • Filter persistence — Saved lists store both filters and results for one-click re-access
  • List management — Create, view, and delete saved lists from the screener

v1.2.0

August 15, 2025

Mutual Fund Screener

  • 14,000+ schemes — Comprehensive mutual fund catalog sourced from AMFI with live NAV data
  • Advanced filters — Filter by category, fund house, plan type (direct/regular), option (growth/dividend), and return thresholds
  • Top performers — Pre-filtered views for top equity, hybrid, and debt funds (Direct Growth)
  • Fund detail pages — NAV history with auto-refresh, scheme metadata, and performance metrics
  • Batch fund lookup — Bulk fetch NAV and metadata for multiple schemes simultaneously

v1.1.0

July 5, 2025

Stock News & Announcements

  • News aggregation — Stock news from Yahoo Finance, Google News, Moneycontrol, Economic Times, Livemint, Financial Express, and Zerodha Pulse
  • Corporate announcements — NSE corporate announcements aggregated per stock
  • BSE annual reports — Direct links to BSE annual reports for dual-listed companies

Stock Detail Enhancements

  • Quarterly results — Tabulated quarterly financial data directly on the stock detail page
  • Shareholding patterns — Promoter, institutional, and public shareholding breakdown
  • Peer comparison — Compare a stock against its industry peers with key metrics
  • Price history — Historical price data with 52-week high/low indicators

v1.0.0

May 20, 2025

Stock Screener

  • Multi-filter screener — Filter 4,800+ stocks across NSE and BSE by market, sector, P/E ratio, volume, 30-day momentum, and RSI
  • Real-time search — Instant search by company name or stock symbol
  • Stock detail pages — Company overview with live NSE quotes, trade info, and corporate actions
  • Top movers — Volume-based top movers across exchanges updated in real time
  • 20+ sectors — Browse stocks organized by industry sector with count breakdown

User Accounts

  • Email/password authentication — Secure signup and login with encrypted password storage
  • Role-based access — Investor, Fund Manager, and Admin roles with dedicated dashboards
  • Session management — Configurable max sessions and session tracking per user
  • Access expiry — Optional time-limited account access with automatic pause on expiration

Platform

  • Dark & light theme — Toggle between dark and light modes with preference saved locally
  • Responsive design — Mobile-friendly layout across all pages
  • Live data sources — Direct integration with NSE, BSE, and AMFI APIs for real-time market data
  • Market pulse — Live top movers ticker on the landing page
  • Help & support — Product guidance and FAQ page