Changelog

Version 1.9.1

Released: 2023-12-03

• macOS: Fix permission error when importing from file

Version 1.9.0

Released: 2023-11-19

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

Version 1.8.0

Released: 2023-11-13

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

Version 1.7.1

Released: 2023-10-21

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

Version 1.7.0

Released: 2023-09-17

• Add ISIN support to securities (including search)

Version 1.6.0

Released: 2023-09-16

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

Version 1.5.0

Released: 2023-07-31

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

Version 1.4.0

Released: 2023-07-12

• 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

Version 1.3.0

Released: 2023-06-30

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

Version 1.2.0

Released: 2023-06-19

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

Version 1.1.0

Released: 2023-06-05

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

Version 1.0.1

Released: 2023-06-01

• 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

Version 1.0.0

Released: 2023-05-16

• Initial release