February 2026 Release Notes
Release Date: 18 February 2026
🚀 New Features
Point AI — Briefing Note Enhancements
- Four new note types — Client-Ready, Investment Summary, Executive Summary, and Operations Summary. Each is tailored for a specific audience and use case.
- Briefing note history — All generated notes are now saved against the portfolio for future reference.
- Export to Word — Briefing notes can now be exported as .docx files for further editing.
- Feedback mechanism — Rate AI responses with 👍/👎 to help improve the AI over time.
New Interactive Report: Multi-Portfolio Comparison
Compare up to 10 portfolios side by side in the new Multi-Portfolio Comparison interactive report. Compare performance, allocation, and risk metrics with a single click.
Security Look-Through Improvements
- Bulk import — Import look-through compositions for multiple funds at once using the new Excel template.
- Look-through history — View the full history of look-through compositions for any fund, with effective dates.
- Automatic look-through in reports — Reports now automatically apply look-throughs when the "Look-Through" option is enabled.
✨ Improvements
Performance
- Portfolio list now loads 3x faster for organisations with more than 500 portfolios.
- Analytics calculations are now cached more aggressively, reducing page load times by up to 40%.
- Refresh jobs now process data in parallel, reducing total refresh time by approximately 25%.
Data Quality
- Exception notifications — Users can now configure email notifications for new exceptions by type and priority.
- Suppression expiry — When suppressing an exception, you can now set an expiry date after which it will automatically reappear.
- Reconciliation history — Reconciliation runs are now stored for 12 months (previously 3 months).
User Interface
- Sidebar improvements — The left navigation now auto-collapses inactive sections for a cleaner view.
- Dark mode — Full dark mode support across all platform pages.
- Keyboard shortcuts — Press
?anywhere in the platform to see available keyboard shortcuts. - Improved search — The global search now searches across portfolios, securities, and clients simultaneously.
🐛 Bug Fixes
| Issue | Fix |
|---|---|
| Portfolio total value was occasionally showing as zero when all prices were available | Fixed calculation logic for portfolios with only cash holdings |
| FX rate override was not being applied to performance calculations | FX overrides now correctly propagate to all calculations |
| PDF reports were failing for portfolios with more than 500 holdings | Increased the report generation limit to 2,000 holdings |
| Refresh job logs were not displaying correctly in Safari | Fixed CSS rendering issue in Safari 17+ |
| Transaction import was rejecting valid dates in DD/MM/YYYY format | Import now accepts both DD/MM/YYYY and YYYY-MM-DD formats |
⚠️ Breaking Changes
API: Pagination Default Changed
The default pageSize for all list endpoints has changed from 100 to 50. If your integration relies on the default page size, update your code to explicitly set pageSize=100 if needed.
API: portfolio.type Field Values
The type field on portfolio objects has been renamed:
simple→simple(unchanged)composite→composite(unchanged)model→model_portfolio(changed)
Update any code that checks for type === 'model' to use type === 'model_portfolio'.
📅 Upcoming
The following features are planned for the next release (March 2026):
- Benchmark management — Create and manage custom benchmarks within Point
- Automated client reporting — Schedule reports to be automatically generated and emailed to clients
- Point AI — Market context — Point AI will be able to incorporate market news and events into briefing notes
- SCIM provisioning — Automated user provisioning from Azure AD via SCIM 2.0
For questions about this release, contact support@pointgroup.io