Added a comprehensive Top Movers section to the dashboard displaying the top 5 weekly gainers and losers from the Green Light List. Companies are now clickable, opening detailed company panels with stock price information, 90-day price trends, and company metadata. The system calculates weekly price changes using a 7-day lookback period and includes debug logging for price calculation verification. Enhanced user experience with hover effects and seamless navigation between dashboard and company details.

Integrated normalized price data from the portfolio_prices_normalized table into company detail panels. Added real-time stock price displays with daily change indicators and 90-day price trend charts using Recharts. The system uses ISIN as the primary identifier for price lookups and includes proper error handling for missing price data. Price components are fully responsive and match the existing design system aesthetics.

Implemented a robust weekly price calculation system for identifying top movers. The system fetches current prices and compares them with prices from exactly 7 days ago, providing more meaningful trend analysis than daily changes. Includes comprehensive error handling for missing data and weekend/holiday gaps. Added debug logging specifically for Leclanché SA to verify calculation accuracy and ensure data integrity.

Implemented fully automated daily portfolio updates running every day at 8 PM. The system now automatically refreshes portfolio pricing data in the portfolio_history table, ensuring the Green Light List Portfolio Value chart always displays the most current market data. This automation eliminates manual intervention and provides users with consistently up-to-date performance metrics across all time periods (30D, 6M, 1Y, Max).

Updated portfolio pricing data in the portfolio_history table with the latest market values. This refresh ensures that the Green Light List Portfolio Value chart displays current performance metrics and accurate historical trends for all time periods (30D, 6M, 1Y, Max). Portfolio calculations and cumulative returns have been recalculated based on the updated weekly closing prices.

Integrated Urgewald's Global Coal Exit List (GCEL) and Global Oil & Gas Exit List (GOGEL) into the company screening process. Companies listed on these databases for active fossil fuel expansion are now automatically excluded from the Green Light List, regardless of their taxonomy alignment percentage. This enhancement strengthens climate integrity by ensuring companies classified as "green" are not building tomorrow's stranded assets. Added corresponding methodology documentation and Urgewald logo attribution.

Updated all user-facing references from "Green List" to "Green Light List" across the platform while maintaining backend database compatibility. Changes include methodology documentation, navigation labels, and chart components (Portfolio Value, Sector Diversity, and Tier Breakdown). This update enhances brand consistency across the application.

Added comprehensive Portfolio Construction methodology section to the Framework & Reference page, detailing the 69-company Green List portfolio construction including universe selection, equal weighting methodology, performance calculation formulas, and data coverage from May 28, 2024. Enhanced the dashboard portfolio chart with updated title "Green List Portfolio Value Over Time" and added methodology link in footer for transparency. Updated portfolio inception date from April 28 to May 28, 2024, and added disclaimers about potential data inaccuracies.

Streamlined the dashboard experience by removing the IntroBox and updating the welcome message. Feature cards were revised to highlight key platform features: "Latest News and Updates" replaces "Sustainable Bonds" and "Discover the Full Green List Now" replaces "Amber List". Added a new "April Update" post to the News & Updates section with information about 70+ Green List companies, along with team-based color coding for post authors.

Fixed the magic link login validation issue where valid email addresses were incorrectly showing validation errors. The solution involves proper React Hook Form state synchronization using key-based remounting, ensuring consistent behavior when switching between authentication methods.

We launched a new Glossary & FAQs page to support all user levels. Built with the accordion component, it includes clear definitions of core terms like ISIN, taxonomy alignment, and our 55% threshold policy.

Introduced a new Changelog route under Framework & Reference. Users can now track feature updates, rule changes, and improvements to the SWISOX Studio interface and logic over time.

Redesigned the sidebar structure into two groups: Companies & Instruments and Framework & Reference. This split improves navigation clarity and scalability.

Replaced the outdated "Status Light Panel" header with the clearer and more meaningful label: Control Panel, to reflect SWISOX's centralized data and policy view.

Companies in the Green List are now categorized into Tier 1, Tier 2, or Tier 3 based on their taxonomy alignment percentage and assurance status. Logic is implemented in SQL, displayed in the UI, and can be filtered for investor targeting.

The side panel was upgraded with: Country of origin, company website, muted labels and ISIN context, responsive styling for market cap and taxonomy alignment.

The TACLR Rules (May 2025) document was embedded on the Methodology page using a dedicated card with badge, link protection, and a summary of its purpose.

Completed a full refresh of company data: Updated ISINs and tickers, corrected misalignments between SWISOX and b. Data sheets, added new variables including taxonomy framework, and synced with Supabase.