smallcase: Stocks, MFs, FDsv7.48.0 / 7.48.1

Released March 19, 2026Major

iOS

The major update introduced mutual fund rank cards and wealth office privacy controls. The post-release analysis window contains zero ratings, preventing a performance comparison against the 2.22 pre-update average. The net impact is neutral due to a total absence of post-update data volume.

What changed

New featureIntroduced Rank Cards for Mutual Funds to compare them against category peers.
UXAdded Privacy Mode to Wealth Office to toggle visibility of investment values.
RetentionEnhanced 'Pending Actions' notifications for renewals and orders via app stories.
ContentAdded AI & Data Center Model stock and ETF smallcase.
ContentAdded three new GoalFi mutual fund asset allocation smallcases.

Reception

50/ 100 impact scoreNeutral

What didn't

New feature
no evidence
Zero post-release ratings or reviews were recorded to validate the reception of Rank Cards for Mutual Funds.
UX
no evidence
No user feedback is available regarding the Privacy Mode toggle in the Wealth Office section.
Retention
no evidence
The impact of app story notifications for pending actions cannot be measured due to a lack of post-update sentiment data.
Content
no evidence
Adoption metrics for the AI and Data Center Model or GoalFi smallcases are not reflected in the current analysis window.

Marlvel takeaways

Establish a baseline for mutual fund rank card engagement to determine if peer comparison tools influence investment conversion.
Monitor Wealth Office interactions to confirm if Privacy Mode visibility toggles meet user requirements for data discretion.
Audit the delivery of Pending Actions notifications via app stories to ensure renewal alerts reach the intended user segments.

Original release notes

Introducing Rank Cards for Mutual Funds: Mutual funds are now ranked against category peers, visible directly on each fund's page

Wealth Office Enhancements: Instantly show or hide your investment values with a single tap with Privacy Mode.

'Pending Actions' Enhancements: Improved notifications of upcoming subscription renewals, pending orders, and more on app stories

New Stock & ETF smallcases:
- AI & Data Center Model

New Mutual Fund smallcases:
- GoalFi Equity Alpha Allocation Model
- GoalFi Stable Income Asset Allocation Model
- GoalFi Balanced Growth Asset Allocation Model