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Fixed missing RLS policies on all nav_ tables that were silently blocking the anon Supabase client from reading investor data. NAV Fund Services LP Accounts now loads all 9 investors correctly.
LP investor data in NAV Fund Services is now fully detailed with client account links, emails, and NAV account numbers. Client Portal and QuantLink added to Admin Quick Actions.
The Data Management page now has separate tabs for NAV Fund Services and Formidium, each showing their own investor roster, period range, balances, and upload area. Fixed a build-blocking import error in the nav/investors route.
June 30, 2026 NAV statements ingested for all 9 active accounts. Ava ($1,000) and Bill ($5,000) made their first contributions. Rich added another $10,000. Fund posted (10.41%) MTD / (21.06%) YTD.
May 31, 2026 individual NAV Fund Admin statements ingested for all 7 active accounts. No redemptions or new investors. Fund posted (3.63%) MTD / (11.83%) YTD vs. S&P 500 +5.26% MTD. NAV statements now use account nicknames in filenames (1006_Wendy, 1006_Richard).
April 30, 2026 individual NAV Fund Admin statements ingested for all 7 active accounts. Clean month — no redemptions, no new investors. All accounts posted (3.62%) MTD / (8.52%) YTD. S&P 500 was +10.49% for the same period.
March 2026 individual NAV Fund Admin statements have been ingested for all 7 active accounts. Richard Little's 4 sub-accounts are now named: Wendy (original), Rich ($10k), Ava ($1k), and Bill ($5k). Two significant redemptions this month: Elisabete Trovisco withdrew $22,000 and the joint Trovisco account withdrew $10,000. Fund MTD ROR: (2.40)%.
All 7 remaining Formidium monthly statements (June–December 2025) have been ingested. The complete 8-month history for all LP investors is now in the database, including Richard Little's $10,000 additional contribution in November and George Cottoroth's $100,000 IRA contribution joining in December.
The May 2025 Formidium combined investor statement (inception month) has been parsed and stored. All 5 LP investors and the GP carry slot are now in the database with ending balances and ROR. A new NAV Fund Services tab in Data Management shows the investor roster and CRM linking workflow.
The Summr Capital account on the Financials page now has a live IBKR Data tab showing trade history, cash transactions, and ingest batch log pulled directly from the database.
The Nexis Data Hub now has a Repo Catalog tab showing all 60+ registered data sources — prices, crypto, prediction markets, macro, filings, news, and alt data — with GitHub links and tier indicators.
Supabase SSR auth is live on /admin and /nexis. Settings now has a per-app per-user permission toggle grid. Nexis has a new Data Hub tab with 43 brain adapters registered and 5 active cron routes deployed.
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A real-time data hub with interactive charts and dashboards gives users instant access to live market data, portfolio analytics, and performance metrics, all presented visually for easy monitoring and decision-making. Users can explore trends, filter data, and track key indicators across equities, fixed income, FX, and commodities—all updating dynamically as markets move. This platform transforms raw data into actionable insights through an intuitive, user-friendly interface.
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