Changelog
1.27.0
- Fix currency conversion between non-Euro currencies
- Automatically fetch and add stock splits once a day
- Various improvements for fetching prices and exchange rates
1.26.0
- Add “Go Back in Time” feature which allows you to see how your portfolio looked like at a specific date in the past and what it would be worth today
- The app goes into read-only mode now when the trial expires
1.25.0
- Introduce 14-day trial
- macOS: Add notes column to transactions table
- Fix note not being saved for buy transactions
1.24.0
1.23.0
- macOS: Allow sorting by instrument in performance table
- macOS: Add “Ticker Symbol Currency” column to CSV import and export
1.22.0
- Add support for closing and hiding accounts
- macOS: Fix delimiter setting being ignored in CSV import
- macOS: Improve handling of decimals in CSV import
- macOS: Allow to undo/redo import
1.21.2
- Improve fetching exchange rates
1.21.0
- Show decimals with up to 20 fraction digits
- iOS: Improve settings usability
- Add support for GBX (British Penny) as used for some instruments at the London Stock Exchange
1.20.0
- Add support for more currencies (TWD, VND, SAR, AED, QAR)
- Automatically convert security prices from available prices
- Allow searching for securities with 1 or 2 letter symbols
1.19.2
- macOS: Fix sorting in “Trades” table
- iOS: Fix potential crash when showing positions for a specific instrument
1.19.1
- macOS: Fix selecting custom positions period
1.19.0
- Improve pre-selected account and instrument when adding a new transaction
- Improve instrument selection in transaction form
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
