Control Panel
Changelog
Platform-wide Terminology Update
June 3, 2025
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.
Portfolio Methodology Documentation & Chart Enhancements
May 28, 2025
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.
Dashboard Streamlining & News Section Updates
May 26, 2025
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.
Magic Link Login Form Fix
May 23, 2025
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.
Glossary & FAQs Launched
May 12, 2025
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.
Changelog Section Added
May 12, 2025
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.
Framework & Reference Navigation Overhaul
May 11, 2025
Redesigned the sidebar structure into two groups: Companies & Instruments and Framework & Reference. This split improves navigation clarity and scalability.
Control Panel Label Finalized
May 10, 2025
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.
Tier System Implementation
May 9, 2025
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.
Company Detail Panel Enhancements
May 8, 2025
The side panel was upgraded with: Country of origin, company website, muted labels and ISIN context, responsive styling for market cap and taxonomy alignment.
Public Rules Document Embedded
May 7, 2025
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.
Database Refresh: B. Data and SWISOX Sync
May 5, 2025
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.