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

• 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

• Version update notifications redesigned with improved algorithm for better user awareness
• Mobile UI filters fixed to prevent jumping behavior on select
• Wallet filters enhanced with refined design for improved usability
• Stability improvements with multiple bug fixes enhancing overall user experience

• Metrics layer design refined for improved visual consistency across desktop and mobile
• Stability improvements with various minor bug fixes enhancing overall user experience

• 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

• Transaction processing fixed for same-asset broker operations and split transactions
• Settings stability improved for global currency changes and balance operations
• Data accuracy enhanced with decimal handling and filter counting corrections

• 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