Profit app iconProfit

Changelog

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