Source: https://wealthfolio.app/changelog/3_0_5/

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3.0.5

Mar 06, 2026

# Wealthfolio 3.0.5 — Release Notes

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.