What we've shipped
Lensfolio is built in public. Every meaningful change ships here. Want to suggest something? Email me.
May 7, 2026
Sample data flow + first-time onboarding
New
UX
Fix
- "Load Sample Data" button — first-time visitors can now load a realistic demo portfolio (2 accounts, 7 holdings, 12 months of dividend history) with one click. Always reachable from the ⋯ header menu.
- Demo URL link — visitors from the landing page can click "Try the demo" and the app auto-loads sample data.
- Bug fix — fixed a chart rendering crash that occurred when going from an empty dashboard to a populated one (e.g. via the new demo flow). Charts now correctly preserve their canvas across empty-state transitions.
May 7, 2026
Public launch — Lensfolio is live
Launch
- Lensfolio deployed to lens-folio.com. Free during beta — no credit card, no broker connection required.
- Dedicated landing page with feature breakdown, pricing, and founder note.
- Privacy Policy and Terms of Service published. Florida governing law, no third-party tracking, no ads.
May 2026
Cloud sync and account-based access
New
- Email + password sign-in via Supabase. Your portfolio syncs across phone, laptop, and tablet automatically.
- Debounced auto-sync — changes save locally instantly and quietly upload to the cloud after each edit settles.
- Last-write-wins conflict handling for users editing across multiple devices.
May 2026
Recurring contributions with tiered employer match
New
- Model regular contributions per portfolio with weekly, biweekly, monthly, or quarterly cadence.
- Tiered 401(k) matches — model "100% of first 3%, 50% of next 2%" structures with annual caps and YTD-already-received tracking.
- Forecasted contributions roll into your forward 12-month dividend projection automatically.
- Allocate contributions across holdings within a portfolio with per-holding percentages.
April 2026
Live prices and dividend schedules
New
- Connect Finnhub for live stock prices. Daily change widget shows real-time portfolio movement.
- Connect Twelve Data for dividend schedules and ex-dividend dates — no more manual entry of estimated dates.
- Diagnostic UI shows which holdings tracked successfully and which failed, so you can fix failed tickers fast.
- Variance detection: when an actual dividend differs from the stored schedule, Lensfolio flags it for review.
April 2026
"Your Actions" tab and ex-dividend calendar
New
- New "Your Actions" tab surfaces dividends to confirm, contributions to record, and schedule changes to review — your decision queue in one place.
- Traditional grid calendar view for upcoming ex-dividend dates and payments.
- Inline confirmation flow for DRIP-purchased shares — input shares received and the price they were bought at.
March 2026
Multi-portfolio architecture
New
- Hold the same stock across multiple accounts (Roth, Traditional, Taxable) with separate cost basis tracking.
- DRIP setting per-portfolio: reinvest in tax-advantaged accounts, take cash in taxable.
- Allocation breakdown by portfolio, by holding, and by holding type.
February 2026
NAV growth projections and scenarios
New
- Project NAV-based holdings (ETFs, mutual funds) forward at custom growth rates.
- Run side-by-side scenario comparisons — what if I add $500/mo? What if my employer raises the match?
- Time-horizon toggle on projection charts: 5/10/20/30 years.