Clearer savings guidance and tighter tooltip behavior keep the waterfall insights actionable.
- Re-centered Finance waterfall tooltips with auto-alignment so every category stays readable.
- Synced investing goal adjustments with the insight copy to highlight monthly gaps instantly.
- Pinned save/view scenario controls to the Finance summary block for faster workflows.
Navigation anchors now respect the sticky header, making saved scenario review smoother.
- Updated projection/catalog cross-links to land on the exact section titles without being obscured.
- Added sticky quick menu on the scenarios page to jump between Projection, Portfolio, and Finance saves.
- Normalized share links so duplicating a scenario keeps notes and metadata in sync.
Catalog corrections keep the table consistent with other pages and tighten edit workflows.
- Restored the global nav styling on catalog, matching Projection/Finance headers.
- Added a sticky remove column that only appears while editing symbols.
- Surfaced "View saved scenarios" beneath the save CTA for parity with Projection.
Projection, catalog, and finance planners now share a scenario system with duplication and share links.
- Launched shared scenario storage with named saves, notes, and portable share URLs.
- Grouped saved scenarios into projection vs. portfolio sections with duplication and delete controls.
- Added portfolio builder anchors so "Open in catalog" scrolls to the right canvas.