2026.11.09 — Account tabs on investment dashboards
Accounts are now tabs at the top of eight investment dashboards, with Add account and Add holding in the header.
Version 2026.11.09 · Last reviewed 2026-11-09
Summary
- On Mutual Funds, Stocks, US Stocks, Fixed Deposits, Bank Accounts, EPF, PPF, and Recurring Deposits, the top of the dashboard is now a full-width header with your accounts as tabs instead of a dropdown
- The tab you select stays in the page address, so refreshing or going Back keeps the same account
- Add account sits on the tab row. Add holding sits in the header and names the account it adds to
- Accounts that do not fit under More. On mobile, the tabs scroll sideways, and the add and more menus open as bottom sheets that Back closes
- The header keeps the same height whether the page is loading, empty, has data, or failed to load
- Account actions follow your workspace role: view-only members do not see Add, Edit, or Delete
- Secondary tax notes now sit behind an i icon in the header
Who it affects
Anyone who uses these eight investment dashboards. NPS, Gold, Silver, and Property keep the previous header for now.
Action required
None.