Changelog

Highlights

• Year to date explains itself - the info icon opens a breakdown whose rows add up exactly to the headline: investment gains, money saved, money added at brokers, currency effects and debt
• One label, one number - the breakdown's Saved row is exactly the Wallet page's Income minus Expenses, and currency effects on cash read the same wherever they appear, including on accounts held in several currencies
• Gains read like a statement - realized is what actually entered your account, unrealized is what your holdings still carry, and under a date filter a sold position counts only what it gained inside the period
• A friendlier wallet page - the date range sits above the chart like on the portfolio page, phones get a proper mobile date picker on a white page, and the net cashflow line turned amber so it stops competing with the bars

Highlights

• Every overview tab redesigned in one consistent style - net worth, cash and income, portfolio and the deeper analysis views now share one visual language
• Quieter surfaces, clearer hierarchy - white cards, hairline borders and restrained color, so the numbers carry the page instead of the decoration
• The same numbers, faster to read - this release changes how the overview looks, not what it calculates

Highlights

• Changing plan works, and tells you the cost first - the exact amount you will be charged is shown before you confirm, not discovered on the invoice
• Invoices list every charge on them - a plan change that settles other items no longer hides them behind a single line
• Broker imports name every row they skipped - and say why, instead of only calling out dividends
• Price warnings only when they are true - holdings you have sold stop warning about missing prices, and an old price says it is old instead of blaming your connection

Highlights

• Two new plans, each covering one side of the product - Spending Pro and Investing Pro, both well under half the price of the full plan
• Paying for one side never takes the other away - it stays exactly where the free plan had it, so nothing you can do today stops working because you paid for something else
• A pricing table you can read across - every plan now answers the same questions in the same order, instead of four lists written separately
• More room on the free plan where it was tightest - categories are properly usable now, instead of full the moment you arrive

Highlights

• Allocation by country joins sector and industry on the overview, so you can see at a glance whether you are as diversified across borders as you thought
• Allocation by region rolls those countries up into eight groups that split developed from emerging markets, which is the line that actually changes how a portfolio behaves
• Disagree with where something is filed? Change a holding's country on its own page and both views follow, immediately
• Crypto and currencies are counted as Global rather than being dropped or filed under a country they have nothing to do with
• Both are paid, alongside the sector and industry breakdowns. Asset type, broker, currency and tag stay on every plan

Highlights

• Your trial no longer ends in a locked door when the 14 days are up you land on a free plan that keeps working, with no card, no countdown, and nothing deleted - the same is true if you cancel a subscription later
• Paid sections stay visible on the free plan rather than disappearing, each one showing a working slice of itself, so you can see what you are choosing between instead of guessing
• A security and privacy pass across billing, sessions and the demo
• Dividends now say which broker paid when you hold the same company in more than one place

Highlights

• Dividend income, month by month a monthly view of your dividend income right in the portfolio - including payments companies have declared but not yet paid, clearly labelled - with yield on cost and current yield right beside it
• Four new risk metrics time-weighted return, return volatility, max drawdown, and MOIC join the analysis view - the numbers a prospectus quotes, computed on your own portfolio
• Assets that stop trading are handled honestly delisted holdings get a clear badge and keep their last known price instead of silently going stale - and if they resume trading, they come back on their own
• A deep accuracy audit a systematic pass over returns, dividends, and splits fixed a batch of subtle miscounts - your numbers got quietly more trustworthy

Highlights

• Account opening dates and starting balances give any account a starting balance as of the day you opened it, so your net worth is right from day one and reads correctly at every past date
• Currency impact, made clear a new FX impact view shows, currency by currency, how much exchange-rate moves added to or took from your returns - replacing the old currency-exposure chart
• Foreign accounts, fully converted fixed missing exchange rates so every foreign account is converted across your whole history, not just recent dates
• Steadier and more accurate a round of return-accuracy and sync-reliability fixes so your numbers hold up and your data stays consistent across devices

Highlights

• Envelope budgeting assign the money you have to categories, watch spending draw them down, and move what's left between envelopes when plans change - encrypted on your device, like everything else in Turbobulls
• Choose how you use Turbobulls new workspaces start with a simple picker - Everything, Money and budgeting, or Investments - and investors can choose performance-only or full broker tracking, with a setup guide for the first steps
• Filters that stick filter transactions and broker movements by type or cleared status, and the filtered view survives a refresh and can be bookmarked
• Credit cards counted right credit-card accounts now count as debt everywhere they should: net worth, the debt figure, and the budget

Highlights

• Company details on every asset open an asset and see its sector, industry, key figures, and recent earnings right next to the chart, loaded automatically the first time you look
• Allocation by sector and industry two new breakdowns show where your portfolio is concentrated, and you can reclassify any asset yourself - your overrides stay encrypted on your device like the rest of your data
• Crypto that's easier to find search coins by their ticker (BTC, ETH, and friends) and see a globe icon instead of a country flag that never made sense
• An app that heals itself if loading ever gets stuck or the data on your device goes bad, the app now notices and quietly re-syncs from the server instead of leaving you on an endless spinner

Highlights

• Move securities between brokers in one step one form records both sides of the move, the list shows them as a single linked pair, and any movement row can be edited or deleted in place
• A smarter import every preview row is checked against what you already have and marked as a duplicate or not, and parse warnings and errors point at the exact rows in your file
• Day change means today the headline day figure and the best and worst movers now reflect today's session, not a stale window
• A deep accuracy pass a line-by-line audit of the portfolio maths fixed dozens of subtle issues, from stock splits to date filters and currency conversions

Highlights

• Cleaner overview tabs Overview, Cash and Income, and Portfolio now use a lighter, accent-highlighted style with a matching icon on each
• A redesigned add-to-watchlist searching for and starring an asset now matches the polished add-transaction experience, on desktop and mobile
• A smarter assets toolbar see every view at a glance, all, holding, closed, and watchlist, each with its live count, and pick how to sort from a cleaner menu

Highlights

• A rebuilt overview new tabs, a cleaner palette, and clearer icons across your dashboard
• Redesigned portfolio and cash analytics the numbers and charts that matter, reorganised to be easier to read at a glance
• Made for mobile the analytics now lay out properly on a phone, not just on a wide screen

Highlights

• Deletes and sync feel instant removing a transaction, asset, wallet entry, or broker movement applies right away, and the Sync button responds the moment you press it
• Allocation by asset type and region see where your money sits by kind of asset and by country or region, not just as one flat number
• Company details, automatically sector, industry, and other fundamentals load the first time you open an asset
• More brokers Interactive Brokers Flex Query imports, and richer TradeVille handling for dividends, transfers, currency moves, and free shares

Highlights

• Combine transactions into a transfer turn a matching out-and-in pair into a single transfer between your accounts, so money moving around stops looking like income and spending
• Drag any chart to measure a gain select a stretch of a chart and see exactly how much you made or lost over that period
• Bulk broker-cash tools tick several movements at once and clear, unclear, or manage them together, with a new cleared column to see what's already reconciled
• Safer re-imports duplicates are spotted and can be skipped before they land, so re-importing the same statement never doubles your history

Highlights

• A dedicated Assets hub browse and search every asset you hold or follow in one place, with a price chart that knows which broker you're looking at
• A synced watchlist star an asset to keep an eye on it, and your list follows you across every device
• See everything in any currency flip your whole portfolio into EUR, USD, RON, or anything else in a single tap, without touching the numbers underneath
• A redesigned add-transaction flow a cleaner, step-by-step way to record buys, sells, dividends, transfers, and more

Highlights

• Pick your source, drop the file, done a new "Choose source" step before upload lets you tell us which broker or bank the file is from. We then fill in columns, transaction types, brokers, and assets automatically
• Supported on day one Interactive Brokers, XTB, TradeVille, ING Bank, Raiffeisen Bank, Revolut cash. Trading 212, Revolut Trading, and BT Capital Partners are queued up next, marked "Coming soon" in the picker
• Generic CSV still works if your source is not on the list, the old manual column-mapping flow is one tap away
• Files stay on your device parsing happens entirely in your browser. We do not upload your statement, store it, or look at its contents

Highlights

• Net worth reconciled across tabs the overview total, the wallet tile, and the broker tile finally agree on the same number, and on what each piece contributes
• Calmer chart hover every wallet and portfolio chart now shows hovered values in a quiet strip above the chart instead of a floating tooltip on top of the bars
• Cashflow chart polish the brokerage-transfer bar is relabeled and recolored to match the rest of the app, and no longer flashes black before you hover it

Highlights

• Travel-proof dates your daily, monthly, and yearly numbers no longer drift when you fly across timezones or when daylight savings flips
• Friendlier missing-rate notice clearer wording about which exchange rate is missing, with one-click ways to fix it from the same screen

Highlights

• Redesigned portfolio a calmer, denser layout that puts your performance, allocations, and positions on one screen
• Filterable tables with favorites filter, sort, star, and share any view as a URL. Your filtered state goes with the link
• More honest numbers account balances now convert currencies properly, missing exchange rates show up clearly instead of quietly skewing your totals, and transactions can no longer go missing on cross-device sync

Highlights

• Broker cash tracking monitor available cash balances across all brokerage accounts
• Consolidated cash flow unified view of deposits, withdrawals, and investment movements
• Complete transaction history track cash movement from wallet transfers to portfolio activity

Highlights

• Financial Independence tracker helping you monitor progress toward your FI/RE goals
• Smart actionable insights providing personalized recommendations based on your portfolio and spending patterns
• Financial Health Score giving you an instant snapshot of your overall financial wellness

Highlights

• Benchmark comparison now available to compare your portfolio against any available ticker or market etfs or indices
• Near real-time prices with only 20-minute delay for accurate portfolio tracking
• Fair methodology mirrors every transaction in the benchmark for true performance comparison

Highlights

• Fixed authentication issues causing cross-device session failures in edge scenarios
• Added in-app guides throughout the application for better feature discovery
• New metrics: Value Change and Principal Change now available in portfolio dashboard

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• Mobile-first design implemented across all features for seamless touch interactions
• Native-like experience on iOS and Android browsers with optimized gestures and controls
• Responsive layouts adapted for various screen sizes and orientations
• Touch-optimized interactions for improved usability on mobile devices

• Breakdown calculations refactored for accounts and categories with enhanced accuracy
• Month-to-month tracking enables detailed balance and change visualization over time
• UI enhancements across multiple sections for improved user experience
• Stability improvements with various bug fixes enhancing overall performance

• Financial tracking suite introduced with net worth, cash flows, investments, and debt monitoring
• Interactive charts provide comprehensive visualization of financial data and trends
• Wallet and portfolio UI redesigned for enhanced usability and visual clarity
• Enhanced tooltips display expanded data points on chart activities
• Calculation engine optimized for improved accuracy and processing speed

• Multi-dimensional analytics introduced with comprehensive drill-down across assets, brokers, and tags
• Performance optimization delivered through improved project structure, sync workflow, and overall app speed
• Enhanced precision with 8 decimal support and critical fixes for asset management and filtering

• Broker amount tracking added with new column and enhanced calculation accuracy
• Mobile experience improved with tax/fee metrics and refined list display
• Calculation reliability enhanced with fixes for cost basis, filtering, and currency changes

• ROI tracking introduced for better portfolio performance insights
• Custom asset flexibility expanded with currency change capabilities
• Calculation accuracy improved with fixes for balance, tax, and fee computations

• Search performance significantly improved with faster, more accurate asset discovery
• Import reliability enhanced with better duplicate handling and validation fixes
• Multi-currency support expanded for fees, taxes, and broker operations

• Track proportional transaction impact across filtered datasets and current positions
• New data import for Transactions,Accounts, Categories, Brokers, and Tags
• Enhanced exports from table view for Accounts, Categories, Brokers, Tags, Wallet, and Portfolio

• Navigation layout updated for future growth and flexibility
• Bug fixes for dropdown overflow, sync indicator, and price rate display on edit modals

• Transaction Management to track financial activity seamlessly
• Portfolio Management with detailed asset insights
• Dividend Tracking for payments and yield performance
• Multi-Currency Support for accounts and assets
• Privacy by Design with end-to-end encryption
• Advanced Performance Metrics for in-depth evaluation
• Portfolio Snapshots to review historical states over time
• Import Capabilities for Wallet and Portfolio transactions