Changelog

Wealthfolio 3.1.0 expands the app beyond stocks, ETFs, crypto, and funds — you can now track options contracts, bonds (including US Treasuries), precious metals, futures, and money market instruments. This release also introduces device sync via Wealthfolio Connect and a wave of AI assistant, charting, and UI improvements.

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New Asset Types: Options, Bonds & Precious Metals

• Options — Track option positions with proper contract multiplier handling, OCC symbol resolution, and automatic expiry detection. Options are visually tagged in your securities list.
• Bonds — Full bond support with dedicated market data providers (US Treasury Direct, Börse Frankfurt, OpenFIGI). Bond metadata is displayed on asset detail cards. CUSIP-to-ISIN auto-conversion is built in.
• Precious Metals — Add and track physical metal holdings.
• All new asset types work with CSV import — just include the instrument type column.

AI Assistant Improvements

• Bulk record activities — The AI assistant can now add multiple transactions at once.
• Edit messages — You can now edit previous messages in the AI chat thread.

Device Sync (Wealthfolio Connect)

Sync your portfolio data across devices with the new pairing flow. Scan a QR code to link devices and keep your data in sync.

New Features

• Create Security dialog — Manually add custom securities directly from the app.
• 1-Day chart interval — New “1D” option in time period selectors for intraday views.
• Split price actions — “Update Price” (latest only) and “Refresh History” (full history) are now separate actions, giving you more control.
• Auto-classify assets — Instrument type and asset class are automatically set when you create or import an asset.
• Download progress — App updates now show a progress bar.
• PWA support — Add Wealthfolio to your home screen on iOS and Android with proper app icons.
• Bond & option detail cards — Asset detail pages now show relevant metadata for bonds and options.

Fixes & Improvements

• Performance chart now respects your selected date range correctly.
• Manual quotes are properly carried forward during incremental portfolio valuation.
• Dark mode — Login screen, OTP input, and popover styling all render correctly in dark mode.
• iPad — Links and touch interactions now work properly.
• Window state is remembered between app launches.
• Chart styling — Smoother gradient transitions with red/green zero-crossing coloring.
• Date handling — Fixed off-by-one day errors when parsing date-only strings.
• Health Center — Better detection of missing exchange rates (checks holdings too), and sync errors are now surfaced clearly.
• Responsive tables — Account holdings table adapts to smaller screens.
• Expired options are automatically skipped during price sync.
• Addon loading — Fixed manifest parsing for addon plugins.
• Deep link auth — Fixed on Windows and Linux via single-instance plugin.
• Session handling — Sliding refresh prevents session expiry during active use.
• Crash fix — Invalid currency codes no longer crash the number formatter.
• Toast notifications — Fixed close button overlap and description color.
• Broker cards — Renamed “Synced X ago” to “Data as of” for clarity.
• Various performance and stability improvements under the hood.

v3.0.5 preserves cost basis on internal securities transfers, cleans up stale snapshots, and delivers a more polished mobile experience across the app.

Highlights

• Cost basis preservation on transfers — Internal transfers between accounts now carry over tax lots, so your original cost basis is preserved instead of being reset.
• Stale snapshot cleanup — Deleting the last activity for an account now correctly removes orphaned snapshots.
• Improved mobile experience — Numerous UI refinements across sheets, search inputs, ticker selection, quote history, and asset lots for a more polished mobile app.

Bug Fixes

• Cost basis / transfers — Internal securities transfers now carry over lot-level cost basis, preserving your original purchase price across accounts.
• Snapshots — Stale snapshots are now cleaned up when the last activity in an account is deleted.
• Activity form — Fixed error handling in form submission and corrected asset ID logic.
• Custom asset dialog — Fixed manual asset creation from the activity data grid.
• Alternative assets — Name and notes are now included when updating alternative asset metadata. (#675)
• Wealthfolio Connect — Disabled auto-refresh token and streamlined session restoration logic from the backend.
• Wealthfolio Connect — Added default environment variables for the Connect provider.

Features

• Interest activities — Symbol is now optional on interest activities, allowing you to track interest earned on specific securities.

Mobile / UI

• Ticker search — Redesigned selected state and made the activity sheet full-width on mobile.
• Search input — Unified search input style across the holdings and securities pages.
• Sheet component — Improved safe area handling, padding, and close button positioning.
• Quote history — Enhanced mobile layout with pagination and inline editing.
• Asset lots — Added a mobile-responsive card layout for the lots list.

v3.0.4 brings portfolio filters, persistent table sorting, better crypto precision, stronger security, and important updates for self-hosters.

What’s New

• Securities portfolio filter — The securities list now defaults to showing only your currently held assets. Switch between “Current” and “Past” holdings to find what you need faster.
• Persistent table sorting — Your sorting preferences on data tables are now remembered across sessions. (#671)
• Better crypto precision — Increased decimal precision from 6 to 8 digits, so fractional crypto holdings (e.g. 0.00012345 BTC) are tracked accurately.
• Search activities by notes — You can now search your activities using text from the notes field. (#662)
• AI provider feedback — Adding or removing AI API keys now shows clear success/error notifications.
• Smarter update checks — Update checks are cached to avoid redundant network calls, with a manual “force refresh” option. (#663)

Security Improvements

• Stronger session security — Login sessions now use secure, HttpOnly cookies instead of browser-stored tokens, protecting against common web attacks like XSS.
• Login rate limiting — Login attempts are limited to 5 per minute per IP address to prevent brute-force attacks.
• Stricter CORS policy — Wildcard origins (*) are no longer allowed when authentication is enabled. You must specify your exact allowed origin.
• Improved secret key handling — Encryption keys are now derived using industry-standard HKDF-SHA256. Existing secrets are migrated automatically on startup — no action needed.

Bug Fixes

• AI assistant — Fixed Ollama model selection so the chosen model always matches what’s available. Also fixed /v1 URL handling that caused 405 errors. (#665)
• Keyboard shortcuts — The search shortcut in the sidebar now shows the correct key for your platform (Cmd+K on Mac, Ctrl+K on Windows/Linux). (#670)
• Performance chart — Improved chart width and disabled animation on mobile for smoother rendering.
• Sheet layout — Fixed padding on sheet overlays for better visual spacing.
• Timezone settings — Simplified timezone detection by removing the confusing auto-detected field.
• Device sync pairing — Improved snapshot handling and UI updates during the device pairing flow.
• Cloud sync sessions — Sessions are now automatically restored on page reload, so you don’t need to re-authenticate as often.

For Self-Hosters (Docker / Web Mode)

Breaking Changes

1. CORS wildcard no longer allowed with auth — If WF_AUTH_PASSWORD_HASH is set, you must set WF_CORS_ALLOW_ORIGINS to an explicit origin (e.g. https://wealthfolio.example.com).

2. Auth required on non-loopback addresses — Binding to 0.0.0.0 now requires either WF_AUTH_PASSWORD_HASH to be set, or WF_AUTH_REQUIRED=false to explicitly opt out (e.g. when a reverse proxy handles auth).

3. OpenAPI schema moved — Now served at /api/v1/openapi.json (requires authentication when auth is enabled).

New Environment Variable

Variable	Default	Description
WF_AUTH_REQUIRED	true	Set to false to run without authentication on non-loopback addresses (e.g. behind a reverse proxy)

What to Do

• Docker Compose users: Set WF_CORS_ALLOW_ORIGINS to your actual domain in your .env.docker or compose.yml. If you run without auth behind a reverse proxy, add WF_AUTH_REQUIRED=false. Review the updated compose.yml and README.md.
• Reverse proxy users: Ensure your proxy preserves Cookie and Set-Cookie headers for /api paths. The session cookie uses SameSite=Strict and Path=/api.
• SSE / frontend clients: EventSource connections now authenticate via cookie (withCredentials: true). Query-param token passing has been removed.

v3.0.3 brings several bug fixes improving quote synchronization reliability, asset validation, timezone handling, activity search, and mobile usability.

Bug Fixes

• Quote sync: Disabled the split syncing step in quote synchronization due to unreliable data from Yahoo
• Asset validation: Skip validation for existing assets in ensure_assets by @kwaich in #658
• Timezone: Fix warning thrown if time zone differs from browser despite them being the same (#655)
• Activity search: Fix search in Activities page not recognizing ticker symbols (#629)
• Activity Sheet: Add close button on mobile

v3.0.1 brings enhanced asset management with FX settings, timezone support, improved broker connections, and several bug fixes.

Enhanced Asset Management

• New FX settings tab for managing foreign exchange assets
• Better symbol handling for complex stock symbols with unknown suffixes
• Improved custom asset creation with keyboard support
• Optimize portfolio updates by @geordie

Activity Management

• Optimize portfolio updates by @geordie
• On the activities page, persist filter, sort and search state across navigation by @geordie
• Duplicate activity detection now prevents accidental duplicates with clear error messages
• Idempotency keys ensure imported activities don’t get duplicated
• Add splits on price syncs for accurate portfolio performance history by @geordie
• Fix reverse split ratio display by @geordie

Timezone Support

• New timezone settings page in General settings
• Timezone sent with health checks for accurate date handling
• Health warnings for invalid timezone configuration

Bulk Holdings

• Enhanced bulk holdings form with asset metadata suggestions

Wealthfolio Connect: Device Syncing

• Improved device connection interface with clearer pairing instructions
• Unpaired devices now see helpful prompts to complete setup

Wealthfolio Connect: Improved Broker Connections

• Support for different tracking modes (holdings-only vs full sync)
• Better error messages when sync fails (now shows which broker had issues)
• Token lifecycle management — tokens automatically refresh before expiring

Bug Fixes

• Cross-currency trades: Fixed cash balance issues when trading foreign currencies with a known exchange rate
• CSV imports: Fixed withdrawals being incorrectly recorded (negative amounts were double-negated)
• Activity forms: Currency now auto-selects properly when choosing an account
• Symbol search: Better handling of complex stock symbols and quote currency detection
• Account switch: Added confirmation dialog when switching between account modes

Developer

• New addon migration guide (v2 to v3) (https://github.com/afadil/wealthfolio/blob/main/docs/addons/addon-migration-guide-v2-to-v3.md)
• feat(sdk): Add toast API and Yahoo dividends endpoint for addons by @kwaich

v3.0.2 fixes device sync after pairing and improves date/time handling robustness.

Bug Fixes

• Device sync: Fix device sync after pairing — improvements to sync logic and date/time handling robustness

Wealthfolio 3.0 is a major update that transforms the app from a pure investment tracker into a complete personal wealth manager with a built-in AI assistant.

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Net Worth Tracking

Go beyond investments. Track properties, vehicles, collectibles, precious metals, cash, and liabilities to see your full financial picture. A dedicated Net Worth page shows your total wealth over time with an interactive chart, a balance sheet breakdown by category, and alerts when any asset’s valuation is getting stale.

AI Assistant

Ask questions about your portfolio in plain English. The built-in AI assistant can look up your holdings, performance, income, goals, and allocation — and answer follow-up questions in context. You can also tell it to record transactions (“Buy 20 AAPL at 240 yesterday”) or paste CSV data directly into the chat to import. Bring your own API key from OpenAI, Anthropic, Google AI, Groq, OpenRouter, or run models locally with Ollama.

You stay in control. Your data never leaves your device unless you explicitly choose a cloud-based AI provider — and even then, only the data you allow. You decide which tools the assistant can access (accounts, holdings, activities, performance, etc.), so it only sees what you want it to see. No data is stored on any external server; the AI has no memory between sessions beyond your conversation threads.

Wealthfolio Connect Integration

Wealthfolio 3.0 integrates with Wealthfolio Connect, a separate service for syncing brokerage data and keeping your devices in sync. You can connect supported brokers through Connect and sync data across your setup with less manual importing. Learn more at https://wealthfolio.app/connect/.

Smarter Portfolio Breakdowns

Portfolio allocation is now powered by a rich classification system. Assets are automatically tagged by asset class, industry sector (GICS), geographic region, instrument type, and risk category — with full drill-down support. Interactive donut charts let you click into any segment to explore what’s inside. If you had sector or country data in v2, a one-click migration brings it forward.

Redesigned CSV Import

Importing transactions is now a guided step-by-step wizard. The app auto-detects column mappings, lets you remap activity types and ticker symbols, and shows a side-by-side preview of your CSV alongside the mapping. Save your mapping profiles per account so repeat imports are instant. A separate import flow is available for holding snapshots.

New Activity Forms

Manual entry is now faster and easier with redesigned activity forms. Create buys, sells, dividends, fees, transfers, and other activity types with cleaner inputs, smarter defaults, and inline validation to catch errors before saving. The forms are optimized for quick keyboard-driven entry while still giving you full control over account, asset, price, quantity, and date details.

Spreadsheet Activity Editor

Edit your activities like a spreadsheet. Navigate with arrow keys and Tab, copy and paste cells or entire rows, search inline with Ctrl+F, and bulk-save all your changes at once. The toolbar shows a live summary of new, updated, and deleted rows before you commit.

Two Ways to Track Accounts

Not every account has a full transaction history. Wealthfolio now supports two tracking modes:

• Complete Transactions — the classic approach where holdings are calculated from your buy/sell activity ledger.
• Holding Snapshots — enter or import your current positions directly, ideal for accounts like employer 401(k)s, pensions, or external platforms where you only know your balances.

The entire app — charts, imports, editing — adapts to whichever mode you choose.

Health Center

A new diagnostics page that automatically checks your data for issues: stale prices, missing exchange rates, unclassified holdings, data inconsistencies, and unconfigured accounts. Each issue is ranked by severity and shows how much of your portfolio it affects. Most problems can be fixed with a single click.

More Reliable Market Data

The market data engine has been rebuilt with support for multiple providers — Yahoo Finance, Finnhub, Alpha Vantage, MarketData.app, and Metal Price API. If one provider fails or is rate-limited, Wealthfolio automatically falls back to the next. You can configure provider priority, manage API keys, enable or disable providers in settings, and set a preferred provider for individual assets when the default choice isn’t giving you the best results.

Interactive Chart Markers

Account history charts now show clickable markers on dates where you recorded transactions or snapshots. Click a marker to see exactly what happened that day in a sidebar.

Asset Page

Each asset now has a full profile page showing your holdings across all accounts, tax lots, price history, and classification tags. For alternative assets like property or vehicles, you can maintain a manual valuation history and link related liabilities (e.g., a mortgage tied to a property).

Under the Hood

• Cleaner codebase architecture with a monorepo structure and modular Rust crates.
• Many bug fixes, performance improvements, and stability enhancements throughout the app.

v2.1 brings flexible navigation options, a top holdings widget for the dashboard, and updates to the addon development workflow. This release also improves currency handling for stocks priced in minor units and addresses several bugs regarding imports and mobile scrolling.

Major Features

Navigation Layouts

You can now choose between a Sidebar or a Floating Bottom Navigation Bar. A new “Focus Mode” allows you to hide the navigation bar entirely. Use Command+K or the Search Icon to trigger the switch.

Dashboard Updatess

Added a Top Holdings widget and improved navigation within the holdings table. Fixed the page flicker when we toggle show or hide monetary amounts.

Ticker Searchh

Support added for custom symbols with manual data sources. The ticker search now handles truncation and empty results more effectively.

Exchange Rate Managementt

Users can now delete and edit exchange rates directly. We also added normalization between minor and major currencies (e.g., GBp to GBP) to correctly handle stocks listed in minor units (pence).

Mobile Adjustmentss

Fixed scrolling issues on swipeable pages and adapted the App Launcher layout for mobile screens.

Quick Actions

• Quick actions for Buy and Sell are now available directly within the Asset and Holding views.
• Add transaction button is now available in the account page

UI/UX Enhancements

• Splash Screen: Added a splash screen to replace the blank page during application startup.
• Fix Scroll: Fixes a bug where the scroll position was maintained between different pages by resetting the scroll when navigating.
• App Launcher: Added “Recents” to the command palette for quicker access to previous items.
• Account Summary: The summary now displays the total value in the account’s specific currency.
• Empty States: Added a direct “Add Holding” button when the holdings table is empty.

Platform + Codebase Upgrades

• Addon Workflow: Updated documentation for addon development (Tauri and browser-only) and APIs.
• Build System: Switched from npm to pnpm for addons development scripts.
• Testing: Refactored E2E tests to better cover multi-currency onboarding (CAD, USD, EUR, GBP).

Technical Fixes & Improvements

• Bulk Import: Fixed an issue where bulk imports would default to USD instead of the asset’s native currency.
• Securities Filters: Fixed a bug where deleting a security would reset active list filters.
• Addon Display: Fixed a bug where refreshing an addon URL would show the source code instead of the UI.
• Database Restore: Fixed a visual glitch where the success message appeared multiple times.
• Search API: Added documentation for activities.search filters and pagination.code instead of the UI.

• Database Restore: Fixed a visual glitch where the success message appeared multiple times.
• Search API: Added documentation for activities.search filters and pagination.

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 Appp

Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations.

Self-Hosted Docker Imagee

First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup.

Spreadsheet-Style Activity Editorr

A fast grid-based editor for activity management. Supports bulk edits and deletes.

Command+K App Launcherr

A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus.

Improved Onboardingg

Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users.

Switch Accounts From Account Sectionn

Quick account switching directly inside the account pages. No more backing out to the dashboard.

System Theme Supportt

Automatic light/dark theme selection based on OS settings, with manual override.

CSV Quote Importt

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)

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

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

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

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

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

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

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

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 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
Symbols	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

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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.

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

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