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3.0.1
Mar 02, 2026

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