Changelog
See what’s new, improved, and fixed in every Wealthfolio release.
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Big milestone. v2 ships a full-stack revamp, new platform targets, and a workflow upgrade across the board.
🚀 Major Features
Mobile App (iOS/Android) + Desktop App
Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations.
Self-Hosted Docker Image
First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup.
Spreadsheet-Style Activity Editor
A fast grid-based editor for activity management. Supports bulk edits and deletes.
Command+K App Launcher
A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus.
Improved Onboarding
Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users.
Switch Accounts From Account Section
Quick account switching directly inside the account pages. No more backing out to the dashboard.
System Theme Support
Automatic light/dark theme selection based on OS settings, with manual override.
CSV Quote Import
Import prices and historical quotes directly from CSV files. Useful for custom or unsupported tickers.
🎨 UI/UX Enhancements
- Full UI and styling refresh across the application
- Better spacing, sizing, typography, and component consistency
- Updated layout patterns to align with modern app UX
🧱 Platform + Codebase Upgrades
- Updated to latest versions of all major frameworks and libraries
- Internal refactors to improve maintainability and consistency
- Many code cleanups, improvements, and reliability fixes
🔧 Technical Fixes & Improvements
- Encode Yahoo API queries to handle special characters (#391)
- Use nonnegative() for quantity validation across asset types (#404)
- Quotes import functionality added (#378)
- Docker docs and config improvements (#422)
- Web server enhancements (#419, #421)
- Sonner notification system customization (#420)
- Minor bug fixes (#426)
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What’s Changed
Add-ons System
- New add-ons system for extending Wealthfolio functionality
- Add-ons store for browsing, installing, and managing add-ons within the app
- Two launch add-ons included:
- Goal Progress Tracker for tracking financial goals
- Investment Fees Tracker for monitoring investment fees
Developer Resources
- @wealthfolio/addon-sdk - SDK for developing Wealthfolio add-ons
- @wealthfolio/ui - Shared UI component library built on shadcn/ui and Tailwind CSS
- @wealthfolio/addon-dev-tools - Development tools with hot reload server and CLI
- Developer Documentation for building add-ons
Interface Updates
- Added company logo icons for tickers
- Improved activity and holdings table layouts
- New bulk import form for adding multiple holdings at once
New Features
- Edit asset names directly from the asset page
- Toggle between asset names and symbols in holdings composition view
- Dedicated backup and restore page for database management
- Comment field added to activity forms
- Settings menu item in the main app menu
Improvements and Bug Fixes
- CSV import now supports negative amounts
- Cash balance validation warns before BUY activities that would overdraw accounts
- Various improvements and bug fixes
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What’s Changed
Market Data Providers
- Support for alternative market data providers beyond Yahoo Finance
- Enhanced flexibility for market data sources and improved data reliability
Account Management
- Manual cash balance updates for individual accounts
- Streamlined account management with direct cash balance adjustments
- Improved account overview and balance tracking
Bug Fixes and Improvements
- Fixed typos in goals page for improved user interface clarity
- Preserved original activity timestamps when updating instead of resetting to 4 PM
- Resolved manual activity overflow display issues with long activity entries
- Fixed app version display in the about menu
- Implemented secure API key management using platform-specific storage:
- macOS: Keychain integration
- Windows: Credential Manager support
- Linux: DBus-based Secret Service and kernel keyutils
Technical Enhancements
- Enhanced security architecture with proper API key management
- Improved activity timestamp handling and preservation
- Better user interface stability and error handling
- Strengthened data security and storage mechanisms
Full Changelog: v1.1.5…v1.1.6
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What’s Changed
Import and Transaction Management
- Bulk transaction imports across multiple accounts for streamlined data entry
- Enhanced CSV import process with improved validation and error handling
- Clearer activity form requirements with better field guidance
- Simplified workflow for managing transactions across different account types
Currency and Formatting
- Specialized handling for British Pence (GBp) currency with proper formatting
- Improved currency display consistency throughout the application
- Better international currency support and formatting standards
Symbol and Data Handling
- Fixed symbol routing issues for symbols containing forward slashes
- Improved quote creation process for manually entered symbols
- Enhanced symbol parsing and validation mechanisms
- Better handling of complex symbol names and identifiers
User Interface Improvements
- Fixed fullscreen toggle behavior for smoother window transitions
- Enhanced window management with more reliable state transitions
- Improved overall user experience with better visual feedback
Technical Enhancements
- Strengthened CSV import validation with comprehensive error reporting
- Enhanced form validation for activity creation and editing
- Improved symbol management and quote handling systems
- Better data integrity checks and validation processes
Full Changelog: v1.1.4…v1.1.5
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What’s Changed
Date and Time Management
- Fixed date picker input calendar functionality for improved date selection
- Added new date range options: 6 months, year-to-date, and 5 years
- Enhanced time period analysis capabilities with more flexible date ranges
- Better date handling and validation throughout the application
User Interface Enhancements
- Account scrolling support in manual activity forms for easier navigation
- Multi-line display for sector and country allocation in asset profile pages
- Improved readability with better space utilization for allocation data
- Privacy mode now properly hides total return calculations when amounts are hidden
Account and Portfolio Management
- Added proper currency handling for accounts without valuations
- Fixed portfolio total calculations after activity deletions
- Corrected portfolio totals when accounts are removed
- Enhanced data consistency across account management operations
Calculations and Data Accuracy
- Implemented fallback to last known quotes when daily quotes are unavailable
- Fixed percentage calculation accuracy throughout the application
- Resolved issues with manual quote editing functionality
- Improved data reliability and calculation precision
Technical Improvements
- Enhanced error handling for edge cases and exceptional scenarios
- Better data consistency validation and maintenance
- Improved calculation accuracy for financial metrics
- Strengthened data integrity checks across the application
Full Changelog: v1.1.3…v1.1.4
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What’s Changed
Currency and Display Improvements
- Fixed currency breakdown charts to properly utilize base currency settings
- Improved holdings chart displays with cleaner and more accurate value representation
- Corrected total cash balance calculations and display by currency
- Enhanced multi-currency portfolio support and visualization
Goals and Progress Tracking
- Fixed goal progress display to show correct decimal precision
- Improved goal tracking accuracy and visual representation
- Enhanced progress calculation reliability
- Better goal achievement monitoring and reporting
Database and Performance Optimizations
- Implemented write actor pattern to prevent database lock issues
- Enhanced database reliability under concurrent operations
- Improved performance for multi-user scenarios
- Better error handling for database operations
Holdings and Portfolio Management
- Fixed dividend income calculation errors affecting monthly summaries
- Resolved holdings list limitations that prevented proper sorting after updates
- Corrected date label issues in dividend income reports
- Enhanced portfolio data accuracy and consistency
Technical Enhancements
- Strengthened database operation reliability and performance
- Improved calculation accuracy for financial metrics
- Enhanced data consistency validation across the application
- Better error handling and recovery mechanisms
Full Changelog: v1.1.2…v1.1.3
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What’s Changed
This update focuses on stability improvements, enhanced currency handling, and better user guidance for data imports.
Stability and Crash Fixes
- Fixed critical startup crash when database or its folder was missing
- Improved application robustness during initialization
- Enhanced error handling for missing or corrupted data files
- Better startup reliability across different system configurations
Currency Handling Improvements
- Charts now include comprehensive currency information for accurate data representation
- Enhanced multi-currency portfolio support with better currency indicators
- Improved currency display consistency across all chart types and views
- Better handling of currency conversions and exchange rate data
Import Documentation and Guidance
- Clarified requirements for amount fields during the import process
- Added comprehensive documentation for new activity types: ADD_HOLDING and REMOVE_HOLDING
- Provided direct links to detailed import documentation and guides
- Enhanced user experience with clearer error messages and guidance
Performance and Reliability
- Optimized Yahoo Finance data batch size to prevent rate limiting issues
- Reordered window plugin initialization for smoother application startup
- Enhanced data fetching reliability and error recovery
- Improved overall application performance and responsiveness
Technical Enhancements
- Better error handling for missing database scenarios
- Improved startup sequence and initialization processes
- Enhanced documentation system with better user guidance
- Strengthened data validation and integrity checks
Full Changelog: v1.1.1…v1.1.2
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What’s Changed
Market Data and API Improvements
- Upgraded Yahoo Finance API to version 4.0 for enhanced data reliability and stability
- Reduced market data fetching batch size to 3 to prevent rate limiting issues
- Improved data retrieval consistency and error handling
- Enhanced overall data fetching performance and reliability
Window Management and User Experience
- Added support for remembering window size and position between application sessions
- Improved user experience with persistent window preferences and settings
- Better window state management across different screen configurations
- Enhanced application behavior when switching between multiple monitors
Data Processing Enhancements
- Improved decimal parsing with better handling of scientific notation formats
- Enhanced numerical data accuracy throughout the application
- Better data validation and processing for financial calculations
- Improved handling of edge cases in numerical data parsing
Code Quality and Performance
- Comprehensive code improvements focused on performance and maintainability
- Enhanced overall application stability and error handling
- Improved memory management and resource utilization
- Better error recovery and graceful degradation mechanisms
Technical Improvements
- Strengthened API integration with Yahoo Finance for better reliability
- Enhanced data validation and processing throughout the application
- Improved error handling for network and data processing operations
- Better performance optimization and resource management
Full Changelog: v1.1.0…v1.1.1
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Highlights
Area What’s New Onboarding Streamlined first-run flow for quicker setup. Activity Management • Import Wizard for CSV
• Spreadsheet-style editable grid
• Expanded activity types & forms
• Duplicate action for rapid entryDashboard • Period Gain/Loss & Return auto-update
• Hover for contribution chart
• Historical valuations now use daily FX ratesAccounts • Period Gain/Loss & Return
• New metrics: TWR, MWR, Volatility, Max DrawdownHoldings • Cleaner charts
• “Value by Currency” & “Holdings by Account” views
• Click a chart slice to filter the list
• Account-level or portfolio-wide filtersSymbols Calculates lots and shows quote-history table Performance Fixed TWR/MWR; now also shows Volatility & Max Drawdown Contribution Limits Optional start/end dates for contribution room Settings Manual market-data refresh and full re-fetch
IMPORTANT
This is a major version that includes significant refactoring and improvements to the calculations service and backend logic. Please back up your database (Settings -> Export) before updating.
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What’s New
Manual Price Entry for Unsupported Assets
- Manual price entry capability for assets not supported by automated data feeds
- New History tab on symbol pages for viewing price history and enabling manual price updates
- Enhanced support for custom assets and securities without market data
- Comprehensive price management for manual portfolio tracking
Holdings List Enhancements
- Cash amount display showing available balances by currency for better portfolio overview
- Customizable column selection allowing users to show or hide specific data fields
- Currency toggle functionality to switch between asset currency and base currency displays
- Improved portfolio visualization with flexible viewing options
User Interface Improvements
- Enhanced responsiveness and performance across holdings management interfaces
- Better data organization with customizable display options
- Improved navigation and accessibility for portfolio management features
- Streamlined user experience for complex portfolio operations
Technical Enhancements
- Improved manual data entry workflows with better validation and error handling
- Enhanced currency handling and conversion display systems
- Better customization capabilities for portfolio views and data presentation
- Strengthened data integrity for manually entered price information
Full Changelog: v1.0.23…v1.0.24
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New Features and Improvements
Visual Design Overhaul
- Introduced the new Flexoki color palette creating a warmer, more inviting visual experience
- Enhanced overall user interface design with improved color harmony and accessibility
- Better visual cohesion throughout the application with carefully selected color schemes
- Improved readability and visual appeal across all interface elements
Custom Asset Classification
- Users can now update and customize asset classes for better investment organization
- Enhanced flexibility in classifying custom stocks and investment types according to personal preferences
- Improved portfolio organization capabilities with user-defined categorization systems
- Better tracking and analysis of investments based on custom classification schemes
Interest Activities Enhancement
- Added fee input support for interest activities enabling comprehensive cost tracking
- Better recording of all costs associated with interest-bearing investments and activities
- Enhanced financial tracking accuracy with detailed fee and expense management
- Improved overall activity recording with more granular financial data
Composition Chart Enhancements
- Toggle functionality between daily return and total return views for deeper portfolio insights
- Enhanced analytical capabilities allowing users to switch perspectives on portfolio performance
- Better visualization tools for understanding portfolio behavior over different time periods
- Improved decision-making support with multiple view options for performance analysis
Stock Symbol Information
- Expanded stock quote data including Open, Close, High, Low, Adjusted Close, and Volume
- More comprehensive stock information available directly within the application
- Enhanced research capabilities with detailed market data at your fingertips
- Better investment analysis support with complete price and volume information
Portfolio History Management
- Automatic historical data recalculation when portfolio updates are made
- Enhanced accuracy and consistency in portfolio tracking across all time periods
- Better data integrity maintenance with automatic recalculation processes
- Improved reliability of historical performance analysis and reporting
Full Changelog: v1.0.22…v1.0.23