Ask Claude — your portfolio, answered. THE AI ASSISTANT • Ask anything about your book in plain language: "how exposed am I to European banks?", "what's my cost basis on Adyen?", "why is my bond sleeve down?" • Answers come from your own positions — every holding, custodian and asset class your server tracks, not a generic chatbot • Live market data folded in, so you get today's context, not last year's • Tap the assistant button on any position for a chat already focused on that holding • Conversations continue where you left them, and the assistant remembers what you ask it to • Ask it to remind you — "remind me when Salesforce reports" — and it sets a reminder or a standing watch that fires only once the results are actually out • Leave the app mid-question: the answer keeps working on your server and arrives as a notification MONTHLY PORTFOLIO REPORT • Month performance, allocation, custodian split and winners & losers, in-app on the dashboard • Emailed as an encrypted, password-protected PDF — the email itself carries no figures PRIVACY • Assistant conversations, vault documents, bank tokens and 2FA secrets are now AES-256 encrypted inside your own database • Notifications no longer put balances on your lock screen Also: faster vault, clearer bond values, and fixes throughout.

Training rings on your wrist, and clearer Insights. Apple Watch • Three rings on the watch app and complication: training load, training readiness, and minutes in heart-rate zones 4 and 5 — tap any of them to jump straight to Fitness • The training-load ring closes as your load reaches its optimal range, so one glance tells you whether today was enough • Sync button on the watch, with the time of the last sync Fitness • Weekly goal for high-intensity minutes, with your progress toward it • Training load broken down into low aerobic, high aerobic and anaerobic, each against its target • Evening fitness summary notification — active calories, steps and hard minutes — in your own local time wherever you are • The last few days of daily fitness data, not just today Insights • Allocation charts now follow the custodian filter • Sector and region are filled in for every holding, with world funds shown as global rather than unclassified • Bond funds count as fixed income instead of equity, so the asset-class split is accurate • Tap any slice of an allocation chart to see the holdings behind it Also: reminders before a passport or utility bill expires, and smaller fixes throughout.

Steward comes to iPad and Apple Watch. iPad • Full iPad support with a sidebar built for the big screen — every section one tap away • Insights, Investments and Dashboard laid out for large displays: full-width performance chart, two-up allocation cards, three-up asset tiles • The complete web experience — including every editing flow — built in via the Web app section Apple Watch • New watch app: equities total, YTD performance, sparkline and balances at a glance — synced automatically from your iPhone • Watch-face complications: portfolio YTD % as a gauge, inline text, or detail card iPhone • Pull-to-refresh on Fitness and Investments now re-syncs Garmin and market prices when data is stale, with a live "syncing…" indicator Plus smaller fixes and performance improvements.

A ground-up redesign and a faster, fully native app: • All-new design — focused dark interface, redesigned dashboard and navigation • Native screens for Activity, Insights, Income, Recurring, Loans and Residency (no more web views) • New chart engine — smoother performance, allocation and drawdown charts • Document Vault — view, upload and share your documents in-app • Global search across positions, transactions and documents • Filter Insights by custodian and Activity by currency • Category icons and country flags on transactions • Options and private-equity detail sheets • Recurring reminders show send progress and next auto-send • In-app updater for faster fixes Plus many smaller fixes and performance improvements.

• Open Vault, Residency, and Recurring payments right from Settings — add or edit recurring income and bills without leaving the app. • Tap a credit card on the Dashboard to jump straight to that card's transactions. • Tap Equities (or any custodian) on the Investments tab to drill into that holding or bank. • Faster fixes: the app can now deliver minor improvements between App Store releases. • Performance and stability improvements.

Faster sign-in. If you already have an active license — whether you purchased through the App Store or on our website — Steward now recognises it on this device without asking you to pay again or tap Restore Purchases. A simple, behind-the-scenes fix that removes a needless step at sign-in.