Wealthfolio 3.5.3 — Release Notes

Wealthfolio 3.5.3 is a polish-and-accuracy release. It adds a per-account Activities tab, holdings export, and two allocation upgrades — then works through a long list of correctness fixes across net-worth history, performance, multi-currency dashboards, CSV imports, dashboard speed, and mobile.

Account Activities, Right Where You Need Them

• New Activities tab on every account detail page, reusing the familiar activity table with inline edit and delete.
• Account-scoped exploration. Jump straight to a pre-filtered Explore activities view for just that account.
• Cleaner account headers. Desktop now shows Group › Account and the account name opens the switcher; mobile keeps it to just the name. The redundant Holdings heading is gone, and the contribution-limit prompt only appears when a limit is actually configured.

Export Your Holdings

A new holdings export joins the existing data exports — get a clean snapshot of your current positions from Settings → Exports, available on both desktop and self-hosted web.

Smarter Rebalancing & Cash Classification

• Hybrid drift bands. Absolute tolerance bands under-correct small sleeves and over-correct large ones — a 5% target sleeve under a ±5% band can double to 10% before triggering. Hybrid bands scale each sleeve’s tolerance to its target weight with an absolute floor (default 20% relative + 1% floor). Existing absolute targets keep their behavior — no silent migration. Drift now reads in plain % instead of percentage points. Thanks to @Jonjon-prog.
• Cash as fixed income. A high-yield savings account, Cash ISA, Livret A, or CD is economically fixed income, but it was always charted as “Cash”. You can now set an asset-class override on a cash account so it counts where it belongs in your allocation. Thanks to @Jonjon-prog.

A Faster, Calmer Dashboard

Dashboard performance loading was reworked to use a lightweight profile for account and group rows (while preserving true TWR for transaction-mode summaries), run with bounded parallelism, and keep prior values on screen to cut flicker. When a metric can’t be shown, the reason now links straight to the Health Center.

More Accurate Net Worth & History

• Hidden accounts now count. Hiding an account only removes it from view — it’s no longer dropped from your Total and from portfolio history (#1140 cohort).
• Split-adjusted history fixed. Historical market value before a stock split is now valued by applying split factors to price instead of mutating past quantities, so pre-split dates no longer understate value (#1140).
• No more fake history dots. Synthetic snapshots are no longer generated for manual, CSV, and broker-imported holdings; single-point histories render a real chart dot, and legacy synthetic snapshots are cleaned up (#1105).
• Fresher current values. Dashboards and account headers now read from your latest holdings snapshot, quotes, and FX rather than a stale daily valuation row (#1101).

Performance & Currency Fixes

• FX book cost anchored to facts. Performance now classifies transfer boundaries explicitly and anchors FX book cost to lot-acquisition data instead of the valuation-date rate (#1119, #1142).
• No more FX rate of “1”. Adding a provider-sourced currency pair on a weekend no longer persists a placeholder rate of 1 (#1143).
• Correct currency on the dashboard. Foreign-currency accounts now show their own currency and total instead of being forced into your base currency, with warnings preserved (#1125).

Imports & Custom Providers

• Cash-only holdings imports work. A holdings CSV containing only $CASH rows no longer dead-ends at the Review Assets step (#1111, #897).
• Longer symbols allowed. The symbol field cap is raised from 20 to 100 characters and now accepts underscores, for custom data-provider tickers (#1145).
• ISIN-only custom providers. Custom scraper sources can resolve from an asset’s ISIN at runtime, and bond ISIN overrides saved with a symbol now resolve correctly (#1005, #1107).
• International pages no longer crash custom providers. Fixed a UTF-8 boundary panic on CJK and emoji content. Thanks to @zephyros-dev.

Spending & Budgets

• Real error messages now surface when a budget group can’t be deleted, instead of a generic failure (#1130).
• Steadier spending flows. Fixes to the mobile transaction form and period selector, event summaries that include all tagged activities, and stable user-facing broker-sync messages (#1099).

Mobile

• Full-screen on iPhone. Fixed the viewport gap that kept the app from using the full screen on iPhone (#1170).
• Native date-range picker. The Performance tab’s custom range now opens a mobile bottom sheet instead of squeezing in the desktop popover (#1133).
• Activity filters apply. Selecting filters in the mobile activity modal now takes effect immediately. Thanks to @eldossjogy.

Wealthfolio Connect on Linux

Cold-start Connect auth callbacks are no longer lost on Linux — deep-link startup URLs are consumed correctly and a packaged x-scheme-handler/wealthfolio desktop handler is registered.