daniel3303/Equibles](https:

Added

• Confidential treatment flag — 13F cover pages' confidentialTreatmentRequestedFlag
  is now parsed and stored on InstitutionalHolder. The institution profile page
  shows a warning banner when the flag is set, and GetInstitutionSummary MCP tool
  appends a note. Helps users understand that a fund's 13F may be incomplete.
• Fund classification — rules-based classifier labels each 13F filer (Bank, Insurance,
  Hedge Fund, Pension, etc.) from the filing manager name. Classification badge shown
  on institution profiles and filterable in the institutions index.
• 13F conviction heat map visualization at /Holdings/HeatMap.
• 13F aggregate stats dashboard at /Holdings/Stats.
• 13F trend charts (AUM, filer count, sector allocation) at /Holdings/Trends.
• Double-down report at /Holdings/DoubleDown with threshold filter.
• Institution overlap matrix at /Institutions/Overlap.
• Latest 13F filings page at /Holdings/LatestFilings with new-filer and amendment badges.
• Insider trading dashboard at /InsiderActivity/Dashboard with market-wide
  recent transactions.
• Daily filing activity badge on stock detail page.
• Position-type filter toggles on stock Holdings tab.
• Enriched holders table with ownership %, change %, and quarter first owned.
• Enriched holders CSV export with ownership %, change %, and position type.
• Stock detail page inline key metrics (market cap, P/E, EPS, etc.).
• Compact number toggle for large values in holdings tables.
• Company website URL scraped from SEC EDGAR submissions and persisted on
  CommonStock.
• "Current + Combined" date selector in the Holdings tab, showing a merged
  view of the latest quarterly data set and any realtime filings since.
• 13F filing type (COVER PAGE, HOLDINGS, AMENDMENT) parsed and stored
  on InstitutionalHolding.
• Many new end-user guide pages (docs/guide/): tutorials, how-tos, and FAQ entries.

Changed

• Institution name matching prefers the shortest match to avoid subsidiary
  collisions (e.g. "BlackRock" now resolves to "BlackRock, Inc." instead of
  "BlackRock Advisors LLC").
• Insider search tokenizes queries so "First Last" order matches "Last First"
  names in the database.
• GetShortInterestSnapshot excludes stocks with zero average daily volume
  (previously dominated results with capped days-to-cover of 1000).
• 13F holdings import runs incrementally instead of batching.
• <cn> tag helper renamed to <compactable-number> for clarity.
• Company name normalization handles common abbreviations (Inc → Inc.,
  Corp → Corp., Ltd → Ltd., etc.), higher roman numerals (IV–X), and
  parenthesized abbreviations.
• Duplicated MCP date-parsing logic extracted into McpToolExecutor.ParseDateOr.
• Repeated "stock not found" MCP responses extracted into
  McpToolExecutor.StockNotFound.
• SEC MCP DocumentTextTools migrated to McpToolRunner, matching the
  Execute / ReportError pattern used by the other MCP tool groups.
• LIKE metacharacter escaping extracted into shared LikePattern helper.
• Repeated empty-table-row markup extracted into a shared
  EmptyTableRowTagHelper.
• Screener CSV export migrated to the shared CsvExportService instead of
  hand-rolling its own writer.
• Vite bundles wrapped in IIFE to prevent global scope collision; bundle.js
  loaded as ES module.
• Chart.js split into a separate bundle loaded only on chart pages.
• Response compression (Brotli + Gzip) enabled.
• Cache-Control headers added for static assets.
• Unused Inter font weight 300 dropped.

Fixed

• Cold-start race on a fresh DB volume — the compose healthcheck now forces a
  TCP probe instead of a Unix-socket probe, so it only flips healthy after
  ParadeDB's init phase finishes and the real TCP listener is up. The web
  host also retries Database.MigrateAsync on transient connection failures.
• FiscalPeriodResolver.Resolve guarded against year-underflow on AddYears(-1).
• FiscalPeriodResolver.CreateSafe guarded against year overflow past 9999.
• FiscalCalendar.GetPeriod guarded against fiscal year overflow past 9999.
• FiscalCalendar.GetQuarterEndDate guarded against calendar year underflow.
• SyncDateResolver.Resolve clamped to DateOnly.MaxValue on overflow.
• ParseDataSetEndDate validates year range before DaysInMonth call.
• TryParseDatePart validates day-of-month before DateOnly construction.
• HoldingsBacktestCalculator clamps backtest horizon to DateOnly.MaxValue.
• HoldingsBacktestCalculator rebalance date overflow past DateOnly.MaxValue clamped.
• Truncate guards against IndexOutOfRangeException when maxLength is 0 or negative.
• Truncate no longer splits surrogate pairs.
• ErrorManager.Truncate uses surrogate-pair-safe boundary handling.
• Holdings position grouper classifies 0-shares-both-quarters as Unchanged, not New.
• Bank fund classifier matches BANK as the last word (not just mid-string).
• InsiderTradingTools.GetRole handles empty and whitespace-only OfficerTitle.
• FinancialConceptAliases.Normalize collapses spaced ampersands (& → &).
• VIX put/call CSV column mapping corrected.
• FINRA API date formatting uses InvariantCulture.
• SEC GetDailyIndex URL date formatting uses InvariantCulture.
• Realtime13FArchiveBuilder date formatting uses InvariantCulture.
• HoldingsDataSetClient.FormatDatePart uses InvariantCulture for year.
• CIK leading zeros normalized in the 13F TSV import path.
• Realtime 13F lookback computed dynamically from last quarterly data set.
• ProcessedDataSetRepository registered in DoWork integration test.
• Holdings integration test CIKs aligned with TrimStart('0') normalization.
• Congress Truncate handles negative maxLength.
• Empty-state message added when no economic indicators are imported.
• 13F import respects NEW HOLDINGS amendment type (was silently treated
  as a regular filing).
• FiscalYearEndMonth inferred from 10-K filing date when SEC EDGAR
  metadata is null.
• FiscalYearEndMonth inferred from 20-F / 40-F for foreign filers
  (previously only 10-K was checked).
• Fiscal year-end day validated against its month (e.g., day 31 rejected
  for months with fewer days).
• Filer-universe query narrowed to only gap holders.
• ParseTransactionCode trims input so whitespace-padded SEC transaction
  codes resolve to the correct TransactionCode enum value.
• ParseBool trims input so whitespace-padded SEC boolean strings
  ("true ", " false") are interpreted correctly.
• SafeRound guards against the decimal.MaxValue boundary instead of
  throwing on rounding overflow.
• House PTR PDF parser joins multi-line transaction entries so the asset
  name, ticker/dates, and amount land on a single transaction instead of
  three partial rows.
• 13F-HR import aggregates same-key rows across the whole filing instead
  of flushing every 1000 unique keys. When a filer split a position
  across otherManager codes the matching rows could fall in different
  batches; the upsert's WhenMatched clause REPLACED the persisted row,
  so only the last batch's slice survived (Vanguard's Q4 2025 AAPL came
  out as 39M shares instead of 1.43B). The import now flushes at the
  accession boundary, which SEC guarantees is contiguous in both the
  bulk INFOTABLE and the realtime archive.
• StocksController.ParsePositionTypes gates parsed values with
  Enum.IsDefined so numeric query input with no matching
  PositionChangeType member (e.g. ?types=999) is rejected the same
  as an unrecognised name, preventing a polluted filter set from
  round-tripping into rendered toggle URLs on the holdings tab.
• CompanySyncService.NormalizeCompanyName no longer treats the short English
  words MIX, DIV, LIV, and CIV as Roman numerals — they decompose as 1009,
  504, 54, and 104 respectively but aren't numerals in a company-name context.
  An explicit deny-list rejects exactly those four tokens, so other short
  numerals that use L/C/D/M (XL=40, XC=90, CD=400, CM=900, XLI=41, XLV=45,
  MII=1002) keep working alongside the pure-I/V/X cases.