What's New

A running record of what's new on the Prime Financials platform — in plain language, for clients rather than developers.

Version 1.0 — August 2026

New

• This Documentation Center — step-by-step guides for every part of the platform, including how to get your CAS or NSDL/CDSL statement.
• PrimoAI can now scan a CAS, NSDL/CDSL, or broker statement you upload and automatically add the holdings to your portfolio.
• AI-assisted rebalancing suggestions for your mutual fund and equity holdings.
• Sign up and log in with Google, in addition to email and password.
• A new Cashfree-powered checkout for upgrading to a paid plan.
• A new default look — Comfortable Dark theme — with light mode still available from the toggle in the top navigation.

Improved

• Added extra security checks to sign-up and login to keep automated/bot accounts out.
• More accurate fund NAV and stock price data across the platform.
• Better contrast and logo visibility in light mode.

Fixed

• Various navigation, display, and access issues across advisory and account pages.