Changelog

1.18.0

• Add setting to select currencies that you would like to use

1.17.0

• iOS: Support pull-to-refresh in the Positions and Performance tabs
• Introduce Portfolio Profit Plus
• Always show 1 fraction digit for percentages less than 100%

1.16.0

• Various improvements for fetching prices

1.15.0

• Add support for crypto currencies

1.14.0

• Improve reporting of errors when fetching prices and exchange rates
• iOS: Add + button to positions tab to easily add transactions, accounts, and instruments
• iOS: Show allocation donut chart next to positions
• macOS: Add allocation column to positions table

1.13.0

• Minor bugfixes and improvements

1.12.0

• Fix position chart for a specific instrument or specific positions showing wrong values

1.11.0

• macOS: Improve JSON and CSV import, now supporting drag and drop into the app icon
• Show when prices or exchange rates are missing for performance calculation

1.10.0

• Show net profit, taxes, and fees in YoY report
• macOS: Fix positions inspector not reacting to selected positions

1.9.1

• macOS: Fix permission error when importing from file

1.9.0

• Add position allocation pie charts (for long and short)

1.8.0

• iOS: Add support for listing, creating, and editing accounts, transactions, and instruments
• macOS: Show bar chart for 1D performance periods

1.7.1

• macOS: Fix layout issues on macOS Sonoma
• Adjust TWR and MWR for short trades to be more intuitive

1.7.0

• Add ISIN support to securities (including search)

1.6.0

• iOS: Overhaul of the full app to feel more snappy and intuitive
• macOS: Replace insights with dedicated reports

1.5.0

• Add new Option instrument type for US-style options
• Update bundled data to contain more instruments
• Various bug fixes

1.4.0

• Improve adding securities by allowing to search for them by name and ticker symbol (the data set includes more than 10,000 common securities)
• Stock splits for common securities are now added and updated automatically (can be disabled per security)
• Allow specifying delimiter when importing from CSV files
• CSV import now uses the bundled data to look up unknown instruments
• Remove account limit for non-Pro users

1.3.0

• Add more Insights (on both macOS and iOS)
• Improve and speed-up fetching instrument prices

1.2.0

• macOS: Add new Insights screen
• iOS: Add charts to the Insights tab (previously called Overview)

1.1.0

• iOS: New Overview tab
• Minor fix in portfolio chart

1.0.1

• Fixes around short performance calculation
• Introduce monthly and yearly subscriptions
• macOS: Short positions are excluded from allocation
• iOS: Show axes in instrument positions and performance charts

1.0.0

• Initial release