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Changelog

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

  • 1.1.0
    May 15, 2025

    🚀 Highlights

    AreaWhat’s New
    OnboardingStreamlined first-run flow for quicker setup.
    Activity Management• Import Wizard for CSV
    • Spreadsheet-style editable grid
    • Expanded activity types & forms
    • Duplicate action for rapid entry
    Dashboard• Period Gain/Loss & Return auto-update
    • Hover for contribution chart
    • Historical valuations now use daily FX rates
    Accounts• Period Gain/Loss & Return
    • New metrics: TWR, MWR, Volatility, Max Drawdown
    Holdings• Cleaner charts
    • “Value by Currency” & “Holdings by Account” views
    • Click a chart slice to filter the list
    • Account-level or portfolio-wide filters
    SymbolsCalculates lots and shows quote-history table
    PerformanceFixed TWR/MWR; now also shows Volatility & Max Drawdown
    Contribution LimitsOptional start/end dates for contribution room
    SettingsManual 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.