Changelog
See what’s new, improved, and fixed in every Wealthfolio release.
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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