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