New
- Models: See a model’s sleeves and sub-sleeves in an allocation tree, with each sleeve’s share of its parent and of the whole model. Guide
- Account setup: Apply account-specific tilts or direct indexing to sub-sleeves inside a composite.
- Models: See accounts grouped by their sleeve configurations, including tilts, direct indexing, and holding substitutions. Open a group to find its accounts and their Setup pages. Guide
- Connected apps: View an app’s own interactive charts and controls inside the Tilt chat. YCharts support is available through your connection. Guide
- Connections: Choose Always allow, Needs approval, or Blocked for each connected app’s tools in Settings > Connections > Tool permissions. For now, Needs approval stops the call and Tilt Agent explains what it intended to do; it does not open an approval dialog. Guide
- Connections: Connect public MCP servers that need no sign-in, such as Excalidraw, from Settings > Connections.
- Checks: Set VIX watches for level crossings, rapid percentage changes, sustained stress, normalization, or unusual readings against the past year’s history. Continuous-signal checks support percentage-change windows and consecutive-observation conditions.
Improvements
- Models: Compare models in a table with allocation bars, sleeve and account counts, configurations, and assets under management with the valuation date.
- Shared sleeves: See which models and accounts a shared composite change affects before applying it.
- Chat: Use separate controls to return to Main, open Chats, and identify the current conversation. On mobile, chat opens over the page while preserving your drafts, reading position, and ongoing work. Guide
- Chat: Keep the current page visible in Looking at while you chat, so you can check the context Tilt Agent receives. Guide
- Portfolio: Open a Tilt’s Portfolio tab with fewer waits. The holdings table loads before optional theme-history charts.
- Scenario analysis: Reduced failures when several analyses run at once and improved recovery from dropped connections.
- Scenario analysis: Improved treatment of company and industry events that previously returned no meaningful effects.
- Tilt construction: New systematic baskets start with quarterly rebalancing and reconstitution. You can choose another schedule or disable it; existing baskets keep their settings.
- Tilt construction: Annual liquidity screening accounts for a newly listed company’s shorter trading history.
Fixes
- YCharts: Fixed charts failing to appear in browser tabs opened before chart support launched.
- Connected apps: Fixed chart copying in Chrome and Edge and in Tilt for macOS 1.19.1 when the app declares clipboard support.
- YCharts: Save a chart from its Save button after confirming the download link in Tilt.
- Connected apps: Download files an app provides, such as chart images, CSV tables, or reports, after reviewing Tilt’s download confirmation.
- Scenario analysis: Fixed affected ticker lookups that rejected names such as ACN, KD, MSI, and SAIC as ambiguous. A results request now returns the supported securities and identifies any it could not resolve.
- Scenario analysis: Clarified when Ripples ran without moving another economic factor, replacing the misleading zero-effects message.
- Scenario analysis: Label the response window in trading days so the modeled repricing period is clear.
- Account comparisons: Fixed failures displaying what-if comparison cards and preserved the order of the targets you requested.
- Change reviews: Fixed approval handling so Tilt Agent cannot apply its own change proposals or approve its own trades.
- Proposals: Keep the optimizer’s risk estimates visible after order rounding or filtering, rather than dropping them from the saved proposal. These estimates describe the optimizer’s solution, not a fresh risk calculation at the final order weights.
- Scenario analysis: Corrected direction handling for currency shocks such as a falling pound.