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.

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.