Changelog
May 2024
- Added functionality to create taken loans (margin) to portfolio;
- Added functionality to configure taken loan schedule. Repayments will appear under the future cash flow report;
- Added functionality to archive accounts and investments;
- Added functionality to configure rental and dividend payments schedules. Payments will appear under the future cash flow report;
- Added sorting and design to instruments that do not have any balance;
- Added possibility to clone a demo portfolio;
- Added functionality to create custom groups and categories;
May 01, 2024
- Added JPY, SGD currency support
- Added new currency selector
- Added better transaction names for investment loan transaction section
- Fixed cash and investment account balance calculation
- Fixed issues with investment capital and total return calculation
- Fixed small issues with instrument import
April 30, 2024
- Released closed beta version for Interactive Brokers automated transaction import
- Released closed beta version for bank transactions automated import
April 29, 2024
- Added support for Interactive Brokers XML Flex Query export files
April 28, 2024
- Fixed issue where consolidated views were counted as portfolios
April 27, 2024
- Many improvements for calculating correct return with portfolios that have cash accounts
April 25, 2024
- Improved transaction import UI and validations
April 23, 2024
- Added initial support for automated transaction import from banks
April 21, 2024
- Added initial transaction import support for Swedbank account statements
- Improvements for application logging and debugging infrastructure
April 18, 2024
- Added possibility to enable and use two-factor authentication
April 16, 2024
- Improved dramatically CSV import speed
- Added support to automatically detect delimiter of CSV files to support more versions
- Added support for Swedbank CSV files
April 14, 2024
- Added possibility to add notes to investments
April 13, 2024
- Added new version of subscription page, including current and planned features
April 4, 2024
- Added total cost base and average price to investment page