Changelog

Highlights

• Pick your source, drop the file, done a new "Choose source" step before upload lets you tell us which broker or bank the file is from. We then fill in columns, transaction types, brokers, and assets automatically
• Supported on day one Interactive Brokers, XTB, TradeVille, ING Bank, Raiffeisen Bank, Revolut cash. Trading 212, Revolut Trading, and BT Capital Partners are queued up next, marked "Coming soon" in the picker
• Generic CSV still works if your source is not on the list, the old manual column-mapping flow is one tap away
• Files stay on your device parsing happens entirely in your browser. We do not upload your statement, store it, or look at its contents

Highlights

• Net worth reconciled across tabs the overview total, the wallet tile, and the broker tile finally agree on the same number, and on what each piece contributes
• Calmer chart hover every wallet and portfolio chart now shows hovered values in a quiet strip above the chart instead of a floating tooltip on top of the bars
• Cashflow chart polish the brokerage-transfer bar is relabeled and recolored to match the rest of the app, and no longer flashes black before you hover it

Highlights

• Travel-proof dates your daily, monthly, and yearly numbers no longer drift when you fly across timezones or when daylight savings flips
• Friendlier missing-rate notice clearer wording about which exchange rate is missing, with one-click ways to fix it from the same screen

Highlights

• Redesigned portfolio a calmer, denser layout that puts your performance, allocations, and positions on one screen
• Filterable tables with favorites filter, sort, star, and share any view as a URL. Your filtered state goes with the link
• More honest numbers account balances now convert currencies properly, missing exchange rates show up clearly instead of quietly skewing your totals, and transactions can no longer go missing on cross-device sync

Highlights

• Broker cash tracking monitor available cash balances across all brokerage accounts
• Consolidated cash flow unified view of deposits, withdrawals, and investment movements
• Complete transaction history track cash movement from wallet transfers to portfolio activity

Highlights

• Financial Independence tracker helping you monitor progress toward your FI/RE goals
• Smart actionable insights providing personalized recommendations based on your portfolio and spending patterns
• Financial Health Score giving you an instant snapshot of your overall financial wellness

Highlights

• Benchmark comparison now available to compare your portfolio against any available ticker or market etfs or indices
• Near real-time prices with only 20-minute delay for accurate portfolio tracking
• Fair methodology mirrors every transaction in the benchmark for true performance comparison

Highlights

• Fixed authentication issues causing cross-device session failures in edge scenarios
• Added in-app guides throughout the application for better feature discovery
• New metrics: Value Change and Principal Change now available in portfolio dashboard

• Mobile-first design implemented across all features for seamless touch interactions
• Native-like experience on iOS and Android browsers with optimized gestures and controls
• Responsive layouts adapted for various screen sizes and orientations
• Touch-optimized interactions for improved usability on mobile devices

• Breakdown calculations refactored for accounts and categories with enhanced accuracy
• Month-to-month tracking enables detailed balance and change visualization over time
• UI enhancements across multiple sections for improved user experience
• Stability improvements with various bug fixes enhancing overall performance

• Financial tracking suite introduced with net worth, cash flows, investments, and debt monitoring
• Interactive charts provide comprehensive visualization of financial data and trends
• Wallet and portfolio UI redesigned for enhanced usability and visual clarity
• Enhanced tooltips display expanded data points on chart activities
• Calculation engine optimized for improved accuracy and processing speed

• Multi-dimensional analytics introduced with comprehensive drill-down across assets, brokers, and tags
• Performance optimization delivered through improved project structure, sync workflow, and overall app speed
• Enhanced precision with 8 decimal support and critical fixes for asset management and filtering

• Broker amount tracking added with new column and enhanced calculation accuracy
• Mobile experience improved with tax/fee metrics and refined list display
• Calculation reliability enhanced with fixes for cost basis, filtering, and currency changes

• ROI tracking introduced for better portfolio performance insights
• Custom asset flexibility expanded with currency change capabilities
• Calculation accuracy improved with fixes for balance, tax, and fee computations

• Search performance significantly improved with faster, more accurate asset discovery
• Import reliability enhanced with better duplicate handling and validation fixes
• Multi-currency support expanded for fees, taxes, and broker operations

• Track proportional transaction impact across filtered datasets and current positions
• New data import for Transactions,Accounts, Categories, Brokers, and Tags
• Enhanced exports from table view for Accounts, Categories, Brokers, Tags, Wallet, and Portfolio

• Navigation layout updated for future growth and flexibility
• Bug fixes for dropdown overflow, sync indicator, and price rate display on edit modals

• Transaction Management to track financial activity seamlessly
• Portfolio Management with detailed asset insights
• Dividend Tracking for payments and yield performance
• Multi-Currency Support for accounts and assets
• Privacy by Design with end-to-end encryption
• Advanced Performance Metrics for in-depth evaluation
• Portfolio Snapshots to review historical states over time
• Import Capabilities for Wallet and Portfolio transactions