Source: https://wealthfolio.app/changelog/3_1_0/

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3.1.0

Mar 14, 2026

# Wealthfolio 3.1.0 — Release Notes

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.

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#### **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.