> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tilt.now/llms.txt
> Use this file to discover all available pages before exploring further.

# Advisor changelog

> New features, improvements, and fixes for advisors using Tilt.

<Update
  label="October 19, 2026"
  rss={{
title: "October 19, 2026: Models, connected apps, and scenario analysis",
description: "Nested model sleeves, account configurations, connected-app permissions, and improvements to scenario analysis and chat.",
date: "2026-10-19"
}}
>
  ## 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](/advisor/build-model-portfolio)
  * 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](/advisor/compare-account-configurations)
  * Connected apps: View an app's own interactive charts and controls inside the Tilt chat. YCharts support is available through your connection. [Guide](/tilt-agent/connected-app-views)
  * 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](/tilt-agent/connect-mcp-server#choose-what-tilt-agent-may-do-with-each-tool)
  * 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](/tilt-agent/advisor-chats)
  * Chat: Keep the current page visible in Looking at while you chat, so you can check the context Tilt Agent receives. [Guide](/tilt-agent/ask-about-page)
  * 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.
</Update>


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