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.