# Investment Recommendations Page Modifications ## 1. Upcoming Recommendations Countdown The countdown must be clearly visible and display: “Our investment recommendations for [MONTH] [YEAR] will be available in [COUNTDOWN].” The month and year must be editable from the admin area, with one global setting applied to all clients. Also update the design for a more premium look: a thin, elegant bar on a dark navy blue background. ## 2. “Send My Monthly Data” Button This button must not be displayed permanently. From the admin area, I must be able to request a client to send their data. When a request is made, the button should appear and be clearly highlighted so the client does not forget. Statuses: * “Data to send”: admin request pending. * “Data sent”: the client has submitted their data. * No request: no button displayed. On the admin side, I must clearly see whether the client has submitted their data or not. Once the data has been sent, the button should disappear and be replaced by a confirmation message. ## 3. Tracking Completed Investments Each recommended investment must have a checkbox. When a client marks an investment as completed, it must disappear from the “To Invest” list and be moved to their history. This allows the client to easily distinguish new recommendations from investments they have already completed. ## 4. Client-Side History Add a visual history of completed investments, organized by date or recommendation month. The client must be able to clearly distinguish: * investments still to be completed; * investments already completed; * the different recommendation batches. ## 5. Admin-Side Recommendation History I must be able to manage a complete recommendation history for each client. Each recommendation is a dated “batch” containing multiple asset lines, for example: “Investment Recommendations — July 2026.” From the admin area, I must be able to: * create a new batch; * view previous batches; * edit a batch and its investments; * delete an investment; * delete an entire batch. Creating a new recommendation must never overwrite previous recommendations. ## Expected Workflow The admin sets the date of the next recommendations and can request a client’s monthly data. The client then sees the countdown and, only when necessary, the “Send My Data” button. After submission, the status is updated for both the client and the admin. New recommendations appear in “To Invest.” When an investment is marked as completed, it is removed from this list and moved to the history. The goal is to create a clear page where clients can immediately understand what they need to do, when their next recommendations will be available, and which investments they have already completed.

This update significantly improves portfolio management and tracking on Rivelio. The Portfolio section has been redesigned with a new structure featuring several dedicated areas, making it easier to view your current portfolio, personalized investment recommendations, and performance history. A new investment section now allows you to submit your monthly financial data and receive personalized recommendations clearly showing which assets to invest in and how much to allocate to each one. The performance history section has also been completely redesigned with a more modern and user-friendly interface. It allows you to track your portfolio’s performance over time and access personalized insights explaining the key factors that influenced your results. This version also includes several improvements to portfolio management, helping us process requests more efficiently and provide a more personalized experience. Additional interface, navigation, and performance optimizations have been introduced to make the app smoother, more intuitive, and easier to use.

This update improves the way you manage your assets on Rivelio. You can now easily submit the information needed to update your assets directly through the app. Once your request has been submitted, our team will process it, and you will receive confirmation that your request has been received. Various improvements have also been made to enhance the user experience and overall app performance.

This update enhances the Rivelio experience with a new, smoother and more modern launch animation. The Portfolio page has also been improved with a new chart that provides a clear overview of how wealth is distributed across different accounts and investments. Bank accounts are now displayed separately as checking and savings accounts, allowing for more accurate wealth tracking. Various optimizations have also been made to improve the overall user experience and app stability.