Changelog

2.3.1

• Fix time zone issue and crash on startup

2.3.0

• Option to show positions in original currency
• Option whether Time Machine shows value today or value back then
• Support for fees in dividend transactions
• Transfer transactions with a total of zero no longer report an issue
• iOS: Lock screen text widget for today’s performance
• macOS: Exporting a single account

2.2.0

• Add option whether to include cash in return or not

2.1.2

• Fix performance calculation error when transfers are involved

2.1.1

• Fix setting custom date periods for the positions and performance chart
• Fix error in TWR calculation

2.1.0

• Allow ignoring a transaction
• Fix calculation error in Time Machine

2.0.2

• Fix opening Trade Republic import dialog

2.0.1

• Improve Trade Republic broker import

2.0.0

• Major update with a refined user interface and new features
• Now also available on the iPad
• Compare your performance against a benchmark (an index or any other instrument)
• Performance bar charts
• Home screen widgets (iOS)
• Import and sync from Interactive Brokers and Trade Republic

1.28.3

• Fix crash on app start

1.28.2

• Improve fetching exchange rates, prices, and splits

1.28.1

• Fix fetching prices and stock splits

1.28.0

• Allow showing all the prices that are stored for an instrument
• Security search now includes stocks from the London Stock Exchange
• Add “Unit Price” field when adding or editing transactions

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

• Add transaction notes

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

• Initial release