Source: https://wealthfolio.app/changelog/1_1/

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1.1.0

May 15, 2025

# Wealthfolio 1.1.0 — Release Notes

## 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.