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Turbobulls

Changelog

New features, improvements, and fixes - shipped continuously.

Last updated October 10, 2026

Latest releasev1.79.0 to 1.81.0

Four more brokers, and ideas from the Community

Import your history from DEGIRO, Coinbase, Delta and the Crypto.com App. The first ideas from the Turbobulls Community are in: your currencies first in the display currency list, wallet changes for many transactions at once, price warnings you can close, and an Add to watchlist that is easy to find. Plus a clearer Breakdown, and transfers that keep both sides right.

FeaturesCommunityImprovementsRead full notes
A new Turbobulls release arriving as a notification

Q4 2026

  1. v1.79.0 to 1.81.0
    FeaturesCommunityImprovements

    Four more brokers, and ideas from the Community

    Import your history from DEGIRO, Coinbase, Delta and the Crypto.com App. The first ideas from the Turbobulls Community are in: your currencies first in the display currency list, wallet changes for many transactions at once, price warnings you can close, and an Add to watchlist that is easy to find. Plus a clearer Breakdown, and transfers that keep both sides right.

    Highlights

    • Four new brokers - DEGIRO, Coinbase, Delta and the Crypto.com App join the brokers you can import from, each booked so your cash in Turbobulls ends where the broker's own does
    • Your currencies first - the display currency list starts with the currencies your accounts and assets use
    • Many transactions at once - select wallet transactions and switch their inflow and outflow, or change their type, in one action
    • Close a price warning - the warnings at the top of a page close for your visit, and a small count in the top bar shows them again
    • Add to watchlist, easy to find - a filled button on Assets, a search that finds nothing of yours offers to add it, and a star on every result adds or removes it
    • A clearer Breakdown - deposits to and withdrawals from brokers have their own row, transfers between your own accounts stay out of the categories, and rows take their category's colour
    • Shoutout - to @thepatientvisigoth for the ideas, and to @scholarslams for reporting an exchange that turned around after an edit, now fixed

  2. v1.77.1 to 1.78.0
    FeaturesDividendsImprovements

    Eight more brokers to import from

    Import your history from Trading 212, eToro, Trade Republic, Saxo, Avanza, Montrose, Tastytrade and Investimental, booked the way your broker booked it. Money you move in or out of a broker no longer counts as a gain, the import review asks you about lines it cannot tell apart, and duplicates now look at the time of day. Plus a run of dividend fixes, so each payment counts once.

    Highlights

    • Eight new brokers - Trading 212, eToro, Trade Republic, Saxo, Avanza, Montrose, Tastytrade and Investimental join the brokers you can import from
    • Booked the way your broker booked it - trades keep the fees and taxes your broker charged, and dividends the tax withheld, so for most of them your broker cash matches the broker's own once your whole history is in
    • Money you move is not a gain - deposits and withdrawals are money from outside, never income, and a deposit you already recorded in the Wallet as a transfer is recognised as the same money
    • You pick what a line is - when an import cannot tell what a cash line is, it waits on the review step for you to choose: deposit, income, withdrawal or expense
    • Duplicates read the time - two purchases of the same amount minutes apart both import, and in a cash account import a click brings in a skipped row anyway. Thank you to @thepatientvisigoth for reporting it
    • Dividends count once - a long list of fixes for dividends that were counted twice, left out or overwritten

Q3 2026

  1. v1.75.0 to 1.77.0
    FeaturesPlansImprovements

    Your returns, after inflation

    On Turbo Pro, TWR, MWR and the growth rate now come with an after-inflation figure, measured against the official price index for your display currency. The Wallet shows what rising prices took from idle cash, and any past date on the net worth chart shows what that day's money buys today. Plus: accounts count from their first transaction, a shorter bull buddy menu and faster asset search.

    Highlights

    • Returns after inflation - TWR, MWR, Annualized MWR and the growth rate each get an "after inflation" figure, measured against the official consumer price index for your display currency
    • What idle cash lost - under Balance, the Wallet shows the buying power your cash lost to rising prices over the period
    • What a past day's money buys today - hover or tap a date on the net worth chart to see what the cash and investments you held that day buy now
    • One Inflation control - pick the index next to the date range on the Portfolio and Wallet pages. It is on by default, and None turns it off everywhere
    • On Turbo Pro - and in every trial. On the other plans the Inflation control shows the PRO label, and a click shows the plans
    • Accounts start when they start - an account without an opening date now counts from its first transaction, or the day you added it, instead of across your whole history

  2. v1.74.0
    FeaturesPlans

    Bull buddy dresses up

    Bull buddy gets a wardrobe, five costumes and a car, and a few habits of its own: it reads the news, has a coffee, checks the markets and buys the dip. Every plan gets some of it, the Pro plans more, and Turbo Pro all of it.

    Highlights

    • A wardrobe - a top hat, a crown, a cap, a visor, a monocle, a bow tie and a scarf, Bronze, Gold and Silver editions, and a Shuffle button that dresses it at random
    • Five skins - whole costumes for the bull: Robo, Astronaut, Hero, Bullzilla and Polar
    • It uses things now - it reads the news, has a coffee, checks the markets on a laptop, and buys the dip, tossing a red arrow with its horns until it flies off green
    • Take the car - it drives a low open-top car along the bottom of the screen or the top of a card, and turns round at the ends
    • New tricks and a name - Make it rain, To the moon, Ring the bell and Turbo wisdom, and a name of its own that it says hello with

  3. v1.71.1 to 1.73.0
    FeaturesCommunityPlans

    Meet bull buddy

    An optional pixel bull that walks and jumps around the app and the community, and teaches as it goes: tips for getting more out of Turbobulls, and short lessons on investing and money. Plus: moving to a plan that adds something happens straight away, companies show their real names, and the community's editor learns tables, checklists and callouts.

    Highlights

    • Meet bull buddy - an optional pixel bull, drawn after our logo, that walks, jumps and naps around the app and stands on your cards. Switch it on in the account menu, under Theme
    • Bull wisdom - click the bull for something useful: a tip for getting more out of Turbobulls, or a short lesson on investing, budgeting and spending, with the odd joke to keep it light
    • Plan changes that start when you make them - moving to a plan that adds something, such as Investing Pro to Spending Pro, now happens straight away instead of at your renewal
    • Companies under their real names - when our data provider labels a company wrong, you now see its real name, in search and on the holdings you already have
    • Tables, checklists and callouts in the community - the editor writes them now, and new members can post after an hour instead of a day

  4. v1.69.0 to 1.71.0
    Bug fixesImprovements

    Dates and numbers that read the way you wrote them

    Dates and amounts now follow the formats you picked in Settings, everywhere. Imports read each column one way instead of guessing row by row, and they tell you when a file would leave a broker short of cash.

    Highlights

    • Your formats, everywhere - spotted by @jpt99 in the community: the date and number formats you choose in Settings are now used across the whole app, not just in some places
    • A date means one day - a transaction dated the 3rd reads as the 3rd wherever you open it, whatever timezone you are in
    • Imports decide once per column - a file's dates and numbers are read one consistent way, instead of being guessed again on every row
    • A warning before broker cash goes negative - if a file has the trades but not the deposits that funded them, the import now says so before you commit it
    • The Cash figure explains itself - raised by @thepatientvisigoth in the community: it has always been your wallet cash plus the cash at your brokers, and now it says so, in your own numbers

  5. v1.62.0 to 1.68.0
    FeaturesSecurityPrivacy

    A community, and one sign-in for both

    Turbobulls now has a community forum you reach with the account you already have, with badges for taking part. Plus: delete a workspace or your whole account whenever you want, and a session fix that closes a door other websites could knock on.

    Highlights

    • A community forum - ask questions, share how you track things, and see what other people are doing. No second account, no second sign-in
    • Badges you earn by taking part - including Founding member, for anyone who joins in before the end of the year
    • Search it without leaving the app - look for an answer from inside Turbobulls, and post the question if nobody has asked it yet
    • Delete a workspace, or your whole account - on your terms, whenever you want, with everything that belongs to it

  6. v1.61.0
    FeaturesDesignBudget

    A dark theme, and a new look on every page

    Turbobulls now comes in light and dark, with a new typeface, numbers that line up down a column and the same design on every page. Plus budgeting: fund an overspent category in one click.

    Highlights

    • A dark theme - choose Light, Dark or System from the account menu. System follows your device, and your choice is remembered on each browser
    • Numbers that line up - figures in tables use a monospaced face with even-width digits, so a column of amounts reads straight down
    • One design on every page - the same page header, content in white cards, and dialogs and confirmations that look and behave the same everywhere
    • Fund an overspent category in one click - click a red amount in your budget to fund it from Available to assign

  7. v1.60.3
    SecurityPlansBug fixes

    Stronger passwords, and imports that ask first

    Choosing a workspace password now measures its strength on your device, broker imports ask when a ticker could mean more than one company, and reaching a free plan limit on one side no longer blocks the other.

    Highlights

    • A strength meter on your workspace password - scored on your device as you type, and a password that is too easy to guess is refused. Nothing you type is sent anywhere
    • Imports ask instead of guessing - when a ticker in your broker file could mean more than one company, you choose, so the wrong instrument cannot slip into your cost basis
    • One full ledger no longer blocks the other - on the free plan, reaching the limit for investment transactions leaves spending entries open, and the other way round
    • Today's change means today - the Assets list shows a day's move only when there is a price for today

  8. v1.59.0
    ImprovementsBug fixesOnboarding

    A way in without dead ends

    Signing up, signing in and setting up were reworked one screen at a time, the app can no longer sit on its loading screen with nothing happening, and prices keep themselves current.

    Highlights

    • Signing in works on a browser you have used before - where a valid code could send you straight back to the sign-in form
    • A sign-up with fewer dead ends - resend a late code, fix a mistyped email from the code screen, and start with your local currency already chosen
    • Your 14-day trial starts with your workspace - the clock starts when you create your first workspace, not the moment you ask for a sign-in code
    • An app that always loads - if something on the way in fails, a screen says so and offers a way forward, instead of a loading screen that never ends
    • Prices keep themselves current - the background sync checks for new prices every half hour, so you no longer need Force sync to see them

  9. v1.58.1
    FeaturesImprovementsMulti-currency

    Numbers you can check on paper

    Year to date now shows exactly what it is made of, gains read like a statement, and the same label means the same number on every page - even across currencies. Plus a friendlier wallet page on desktop and mobile.

    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

  10. v1.57.0
    ImprovementsDesign

    A calmer, clearer overview

    The overview page was redesigned across every tab: one visual language, quieter cards, the same numbers - easier to read at a glance and easier to trust.

    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

  11. v1.56.4
    ImprovementsBug fixesPlans

    Straight answers from billing, imports and prices

    Changing plan now works and states the price before you confirm, invoices list every charge, broker imports name each row they skipped, and price warnings only appear when they are true.

    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

  12. v1.55.0
    FeaturesPlansPricing

    Pay for the side you use

    Two new plans at less than half the price: one for spending, one for investing. Paying for one side never takes the other away. Plus a pricing table you can finally read across.

    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

  13. v1.54.0
    FeaturesAllocation

    See where in the world your money actually is

    Two new allocation views break your portfolio down by country and by region, next to sector and industry. Correct any holding the catalogue got wrong, and both views follow.

    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

  14. v1.52.0
    FeaturesPlansSecurity

    A free plan that keeps working, and a security pass

    When your trial ends you now land on a permanent free plan instead of losing access. Plus dividends by broker, a price view on the leaderboard, and a round of security and privacy fixes.

    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

  15. v1.45.0
    Dividends

    Dividend income month by month, and four new risk metrics

    See your dividend income laid out month by month, measure your portfolio with TWR, volatility, max drawdown and MOIC, know when an asset stops trading, and pick up a deep accuracy pass.

    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

  16. v1.44.0

    Account opening balances, and clearer currency impact

    Give each account an opening date and starting balance, see exactly how exchange-rate moves helped or hurt your returns, and pick up a batch of accuracy and reliability fixes.

    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

  17. v1.41.0
    BudgetOnboarding

    Envelope budgeting arrives

    Plan your month with a full envelope budget, tell a new workspace how you plan to use it, filter transactions your way, and see credit cards counted correctly as debt.

    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

  18. v1.40.1
    FundamentalsAllocationPrivacy

    Company details, allocation by sector, and an app that heals itself

    Every asset now shows its company fundamentals, allocation breaks down by sector and industry with your own private overrides, crypto is easier to find, and the app recovers from a bad load on its own.

    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

  19. v1.37.1
    BrokersAccuracy

    One-step broker moves, a smarter import, and a deep accuracy pass

    Move a security between brokers in one step, imports catch duplicates and point at the exact rows behind every warning, Day change now means today, and a line-by-line audit made the numbers more trustworthy.

    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

  20. v1.36.0
    AssetsWatchlist

    Cleaner overview tabs, a redesigned watchlist, and a smarter assets toolbar

    The dashboard tabs get a lighter, accent-highlighted look, adding to your watchlist has been rebuilt to match, and the assets page gains a filter and sort toolbar that shows every view at a glance.

    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

Q2 2026

  1. v1.35.0
    Mobile

    A redesigned dashboard and analytics

    The overview, portfolio, and cash-flow analytics have been rebuilt with clearer charts, tidier tabs, and a layout that finally feels right on your phone.

    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

  2. v1.34.1
    AllocationBrokers

    Instant deletes and sync, allocation by region, and wider broker coverage

    Deletes and sync now feel instant, your allocation breaks down by asset type and by region, company details load automatically, and there's support for more brokers.

    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

  3. v1.32.0
    Brokers

    Wallet transfers, sharper charts, and bulk broker-cash tools

    Combine two transactions into a transfer, drag any chart to measure a gain over a range, tidy up broker cash movements in bulk, and re-import statements without creating duplicates.

    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

  4. v1.24.0
    AssetsWatchlistMulti-currency

    A dedicated Assets hub, and your portfolio in any currency

    A new Assets area brings a synced watchlist and a broker-aware price chart, you can view everything in any currency in one tap, and adding a transaction has been rebuilt from scratch.

    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

  5. v1.20.0
    BrokersBanks

    One-click imports from your broker or bank

    Drop a file from Interactive Brokers, XTB, TradeVille, ING Bank, Raiffeisen Bank, or Revolut and we recognise the format instantly. No more column-mapping.

    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

  6. v1.9.0
    Design

    Net worth that lines up across every view, and a calmer chart hover

    The overview, wallet, and broker tabs now agree on what your net worth is, and every chart shares the same calm hover surface.

    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

  7. v1.8.0
    Design

    Travel-proof dates and a friendlier missing-rate warning

    Daily, monthly, and yearly numbers no longer drift when you change timezones, and the missing exchange rate notice finally looks the part.

    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

  8. v1.7.0

    Portfolio redesign, power-user tables, and quieter math

    A reworked portfolio screen with filterable tables, favorites, shareable URLs, and more honest numbers underneath.

    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

Q4 2025

  1. v1.6.0

    Broker Cash Tracking & Balance Management

    Comprehensive cash flow tracking across wallets, brokers, and portfolios

    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

  2. v1.5.0

    Overview Dashboard with Centralized Metrics

    New unified dashboard bringing together wallet transactions and portfolio insights

    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

  3. v1.4.0
    Performance

    Benchmark comparison and near real-time price updates

    Benchmark comparison and near real-time price updates

    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

  4. v1.3.4
    Design

    Authentication improvements, in-app guides, and new metrics

    Authentication improvements, in-app guides, and new portfolio metrics

    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

  5. v1.3.3
    FeaturesImprovementsMobile

    Full Mobile-Optimized Web Experience

    Comprehensive mobile-friendly enhancements delivering native-like interactions and optimized experiences across iOS and Android browsers.

    • 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

  6. v1.3.1
    ImprovementsBug fixesDesign

    Enhanced Financial Breakdown & Month-to-Month Tracking

    Refactored breakdown calculations with detailed month-to-month balance tracking for accounts and categories, plus multiple UI enhancements and bug fixes.

    • 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

  7. v1.3.0
    FeaturesImprovementsDesign

    Comprehensive Wallet Analytics & Portfolio Enhancements

    Introducing advanced financial tracking with net worth, cash flows, investments, and debt analytics alongside improved portfolio UI and enhanced chart interactions.

    • 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

  8. v1.2.0
    FeaturesImprovementsBug fixes

    Multi-Dimensional Analytics & Performance Optimization

    Revolutionary portfolio analytics with drill-down capabilities, enhanced precision, improved sync workflow, and critical search fixes.

    • 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

Q3 2025

  1. v1.1.4
    ImprovementsBug fixesMobile

    Broker Amount Tracking & Mobile Enhancements

    New broker amount column, mobile metrics expansion, calculation fixes, and improved project currency handling.

    • 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

  2. v1.1.3
    ImprovementsBug fixes

    ROI Metrics & Asset Management Enhancements

    New ROI tracking, custom asset currency flexibility, enhanced search filtering, and critical calculation fixes.

    • 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

  3. v1.1.2
    ImprovementsBug fixes

    Search Performance & Import Reliability

    Enhanced asset search algorithm, improved transaction imports, multi-currency support, and comprehensive bug fixes.

    • 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

  4. v1.1.0

    Data Export & Smart Transaction Analytics

    Import/export portfolio data. View smart transaction percentages

    • 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

  5. v1.0.1
    ImprovementsBug fixesNavigation

    Navigation Upgrade & Stability Fixes

    Scalable navigation layout plus targeted fixes for dropdowns, sync status, and price rate displays.

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

Q2 2025

  1. v1.0.0
    DividendsMulti-currencySecurity

    Initial Release

    Launch with transactions, portfolio tracking, dividend insights, multi-currency, privacy, analytics, snapshots, and imports.

    • 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

Have a feature request? Email us