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.