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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