What's New

The whole app — every screen, every guide, every email — is available in 26 languages, covering the EU and EEA plus Ukrainian. Switch from the menu, or from the switcher in the corner if you are signed out.

• Bulgarian, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hungarian, Irish, Italian, Latvian, Lithuanian, Maltese, Norwegian, Polish, Portuguese, Romanian, Slovak, Slovenian, Spanish, Swedish and Ukrainian.
• Dates, numbers and currencies follow the language you choose, not just the words.
• The translations are machine-made and have not yet been reviewed by native speakers. If something reads oddly in your language, please tell us — that feedback is the fastest route to fixing it.

Deleting is no longer final. Every change to your account is now recorded in a History section, and anything you delete can be put back for 30 days — with the same ids, so nothing that pointed at it breaks.

• Know it worked — a bar appears at the top of the screen after every change, saying what just happened. When the change can be taken back it carries an Undo button too: delete a portfolio, a transaction, a deposit or a custom asset and one click puts it back.
• Or undo later — History (in the main menu) lists everything that has changed, newest first. Deletions stay restorable for 30 days, so the moment of panic three days later is covered too.
• Restored means restored. Things come back with their original identity, so bookmarked links, saved reports and notifications still point at the right place. A portfolio returns with its entries, holdings, deposits, goals and valuation history — not a hollow copy.
• History is readable, not a firehose. Importing five thousand transactions is one line, not five thousand. Deleting a portfolio is one line, not one per table it touched.
• Edits can be put back too. Renaming something, or changing a note or a label, gets a Revert button. Figures the rest of your numbers are calculated from stay read-only here on purpose — History shows exactly what changed so you can redo it properly in the app, where everything recalculates.
• Deleting your account is still immediate and still permanent — that one is not recoverable, by design.

Accounts you have emptied no longer sit on your dashboard at zero. Close an account or sell out of it in one action, and finished portfolios move to a collapsed Archived section — keeping every entry, out of your net worth.

• Close an account — Savings, Deposits & Bonds, Lending or Cash. Pick a date and the balance comes back as a withdrawal. Nothing is booked as a gain, because the interest you earned is already in your history and already part of that balance. Deposits still running are withdrawn, loans still open are marked settled, and interest generation stops so a closed account cannot quietly keep growing.
• Sell all holdings — for brokerage and crypto. Every open position is sold at prices you can review and edit first, one sale recorded per asset so your realized P/L and charts stay right. The proceeds become cash inside the portfolio; tick the box if you would rather take the money out and empty the account in the same step.
• Archive — the new home for anything you are done with. Closing or selling a portfolio archives it for you, and you can archive any portfolio yourself from its menu. It drops into a collapsed Archived section at the bottom of your planner with every entry, deposit and setting intact.
• An archived portfolio leaves your net worth, your allocation breakdown and your projections — so those figures describe only what you actually still hold. It stays in your income calendar, so you can still look back at what a closed deposit ladder paid you, and you can still compare it against a portfolio you kept.
• Archived portfolios do not count toward your plan's portfolio limit. Closing an account frees a slot instead of using one up forever.
• Deleting now happens from the Archived section: a live portfolio offers Archive, and Delete appears once it is on the shelf. Removing something from your dashboard never destroys its history in the same click.
• Changed your mind, or using an account again? Restore puts it straight back — and adding an entry or an import to an archived portfolio brings it back on its own.

A new Other Assets category for everything without a ticker: physical gold, art, watches, vehicles, private stakes — tracked by a value history you maintain, with an optional fixed monthly income.

• Pick "Tracked value" for assets you revalue over time — gold bars, collectibles, a car, a startup stake, life-insurance cash value. The most recent entry in the value history is the asset's current value, and the chart shows how it appreciated.
• Pick "Income-producing" for assets that also pay a fixed monthly amount — royalties, rented-out equipment. The income lands in your income calendar and projections.
• Contributions and withdrawals record what you put in, so profit and ROI come from the gap between invested and current value.
• Other Assets count toward net worth, allocation and reports like every other category.

Add a second layer of protection to your account with an authenticator app — free on every plan.

• Turn it on from the Security tab in your profile: scan a QR code with an app like Google Authenticator, Authy or 1Password, confirm with a 6-digit code, and save your one-time recovery codes.
• Once enabled, signing in asks for a code from your app in addition to your password.
• Lost access to your authenticator? Any unused recovery code signs you in once and lets you get back in.
• You can regenerate your recovery codes or turn two-factor authentication off at any time from the same Security tab.

A new card reads your portfolio — or your whole net worth — and writes out what the figures actually say, so you get the story without piecing it together from six different cards.

• Find it at the end of the Overview section on any portfolio, and on your net-worth dashboard for the full picture.
• You get a headline sentence with the value and return, then a few short lines on what drove it — your largest holdings, realized versus unrealized profit, dividends and income, fees, contributions and withdrawals.
• It only ever describes what already happened, using the exact figures shown elsewhere on the page. No predictions, no suggestions about what to do next.
• Written fresh once a day and kept ready after that, so the card loads instantly on later visits. Hit Refresh whenever you want it rewritten from the latest numbers.
• Available in English, Romanian and German — it follows the language set in your profile.
• AI summary is a Plus feature. It describes your data and is not financial advice.

A new chat assistant answers "how do I do X?" questions about the app, right from wherever you are — no more digging through the help guides.

• Click the chat bubble in the bottom-right corner of any screen to open the assistant.
• Ask things like "how do I create a deposit?" or "how do I set a target allocation?" — it answers only from the official user guides, with links to the exact pages.
• Your conversation is remembered while you keep browsing, and even survives a page refresh. Start fresh anytime with the "new conversation" button in the panel header.
• Available on every plan, with a daily message limit that scales with your tier — check Plans & billing for the details.
• The assistant answers from the guides only — it never gives financial or investment advice.

A new Planning section runs thousands of scenarios to show a likely range of outcomes for a portfolio — or your whole net worth — and the odds of reaching a target, including when you're likely to get there.

• Open Planning from the top navigation, then pick a portfolio or your net worth. A summary shows its current value, invested amount, profit/loss, income and age at a glance.
• Set your assumptions — target date, contributions, expected growth, and a volatility — then run the simulation to see a fan chart of the likely range (10–90%) around the median outcome.
• Add a target value to get your odds: "82% chance you reach €X by the target date", plus a "likely reached by" estimate with a date range — a first look at "when can I retire?".
• Save named plans and switch between them instantly; each one re-runs and redraws its chart. Compare a conservative scenario against an ambitious one.
• Jump straight from a goal: the "Check the odds" button on a value goal opens Planning with the target already filled in.
• Planning is a Plus feature. It's an educational estimate, not financial advice.

Set a target mix for your net worth, see how far each category has drifted, and get the exact amount to add or trim to get back on track.

• A new Target allocation card on your net-worth dashboard: set a target percentage per category (Brokerage, Savings, Cash, and so on) and it shows your current mix beside it.
• Each category shows its drift from target, with a clear "add €X" or "trim €X" amount to rebalance back to plan.
• Set targets with sliders or by typing — turn on Auto-balance to have the rest adjust automatically so your mix always totals 100%.
• Start from a preset — Conservative, Balanced or Aggressive — then fine-tune from there.
• A live pie chart shows your target mix, with a toggle to compare it against your current allocation.
• Target allocation is a Plus feature.

A new Benchmark section on each holdings portfolio shows what your money would be worth if you'd put the same amounts, on the same dates, into an index like the S&P 500 — right next to what you actually have.

• Find Benchmark on a brokerage or crypto portfolio, just under the Overview. Pick an index from the presets — S&P 500, Nasdaq 100, World, Russell 2000, Dow Jones — or search for any ETF or index by ticker.
• Two lines over time: "You" (your holdings' value) versus the same cash flows invested in the index instead. Hover any point to see both values and the exact difference between them, in money and percent.
• Headline figures show your money-weighted (annualized) return, the index's return over the very same deposits and withdrawals, and your alpha — how much you beat or trailed it.
• Because it replays your actual cash flows into the index, the comparison holds up even for heavily-traded accounts — it answers "would I have done better just buying the index?"
• Benchmark is a Plus feature.

Assets now carry their full price history — click any row in the Assets catalog to chart it, open a dedicated page per asset, and see your own buys and sells plotted right on the price line inside your portfolios.

• In the Assets catalog, click any row to expand an interactive price chart — switch between 1M, 6M, 1Y and all-time ranges, and hover for the exact price on any day.
• A new "View details" link opens a dedicated page per asset, with a larger chart, current price and day change, market and identifier info, and its dividend profile.
• Expanding a position in a brokerage or crypto portfolio now shows the asset's price chart above its transactions, with your buys (green), sells (red) and dividends (purple) marked at the date and price you traded.
• Hover a trade to see the fill and how it compares to that day's closing price — buying below the close or selling above it shows green.
• Stock splits are handled: the whole series is adjusted to the current share basis, so a split no longer looks like an overnight price jump, and pre-split trades still land on the line.
• Charts are always shown in the asset's own currency, labeled on the axis (pence-quoted UK listings stay in GBX).

Export any portfolio — one, a selection, or your whole net worth — to CSV or Excel, and bring them back in from this app or a broker, with live progress for large batches and a heads-up on how many portfolios an import will create.

• Export a single portfolio, the ones you select, or everything at once — as a zip of CSVs or a single Excel workbook with one sheet per portfolio. Export from the planner header, the selection toolbar, the net-worth menu, or straight from a portfolio card.
• Excel exports can include a net-worth summary sheet, in the currency of your choice.
• Exported files can be used as an import source.
• Before you confirm an import, a note tells you exactly how many portfolios will be created from the file you picked.

Track a plain cash balance — a current account or a rainy-day envelope — with a new Cash portfolio that only cares about money in and money out.

• New Cash category: the simplest portfolio type — just contributions and withdrawals, with no interest, income or holdings to configure.
• When you create one, start from an opening balance, or optionally add an account history: a monthly contribution schedule that seeds how the balance built up over time.
• Add or remove money any time from the Activity tab — the balance is simply your contributions minus your withdrawals.

Pension portfolios now come in three flavours — pick how yours is tracked when you create it, whether it's a fund, a monthly payout, or a value you maintain by hand.

• When you create a Pension portfolio, choose a type: Fund (Pillar II/III, 401(k), IRA — tracked by its holdings), Fixed income (a defined-benefit pension or annuity paid monthly), or Manual value (a deferred pension tracked by its transfer value).
• Fixed income and Manual value pensions get dedicated sections to set their transfer value, and Fixed income also lets you set a monthly income that shows up in your income calendar and projections.
• Fund pensions keep working exactly as before, including the Pilon 2 import.
• The type is chosen at creation and can't be changed later.

Found a bug, have an idea, or just want to say hi? A new Feedback button in the top bar lets you tell us — and a "My feedback" page shows the status of everything you've sent.

• Click Feedback in the top navigation to open the form — pick a type (Bug, Idea, Question or Praise), add a title and a few details, and send.
• We automatically attach the page you're on and your app version, so there's no need to describe where you were — it helps us investigate faster.
• Revisit everything you've submitted on the new "My feedback" page (in your account menu, or straight from the feedback form).
• Each item shows a status — Received, Reviewing, Planned, Shipped or Declined — so you can see where it stands.
• You'll be notified whenever we update the status of your feedback.

EstateGuru and other peer-to-peer lending now live in a dedicated Crowdlending category — each loan is tracked with its own principal, interest, maturity and repayment status.

• New Crowdlending category: it behaves like Deposits & Bonds, but tracks each loan individually with its principal, interest rate, maturity date and lifecycle status (active, late, defaulted, recovered, repaid).
• EstateGuru imports now land in Crowdlending instead of Properties — a much better fit for loan-backed investing.
• You can upload both EstateGuru exports at once: the payments/cash-flow file (required) and the portfolio roster (optional) — the roster fills in each loan's status, maturity and interest rate.

My Account is now organised into Settings, Notifications and Security tabs — and the new Security tab lets you see where you're signed in, review recent account activity, and change your password.

• My Account is split into three tabs: Settings (your name, currency and timezone), Notifications (all your reminder preferences), and Security.
• The Security tab lists every device currently signed in — with its browser/OS, IP address, when the session started and when it was last seen.
• Your current session is badged "This device"; revoke any other session with one click, or "Sign out all other sessions" at once.
• A recent account activity log shows security-relevant events — sign-ins, password changes, password resets, email verifications and session revocations.
• Changing your password now lives in the Security tab, alongside everything else about your account's safety.

New account-security tools: email verification on sign-up, a forgot/reset-password flow, and the ability to change your password from your profile.

• New accounts now get a verification email — a banner reminds you to confirm your address, with a one-click "Resend email" if the link expired or never arrived.
• Forgot your password? Request a reset link from the sign-in page and choose a new password securely; reset links are single-use and expire after an hour.
• Change your password anytime from My Account — enter your current password, then your new one.
• You can still sign in while unverified, so verification never blocks you from using the app.

Property portfolios can now track their full market-value and rent history inline, with dedicated charts — and the purchase is editable as its own thing.

• New Value history and Rent history sections let you edit dated entries inline — add, change or remove rows and save, right from the portfolio page.
• Each sits next to its own interactive chart: market value over time, and the monthly rent over time (hover either for the exact figure on a given date).
• The Purchase (cost basis) is now a separate, editable field — change its price or date without digging through the activity list.
• The activity list is read-only for everything except rent on properties, so the purchase and sale stay managed from their dedicated places.
• The overview chart now models a property properly: the Value view stacks your purchase price with the unrealized gain on top, plus Compare and Unrealized P/L views.
• Rent shows up as "Collected rent" across the chart, and a new Collected rent card joins the overview figures.

The portfolio details page has been rebuilt as a single, scrollable page with a cleaner header, a floating section rail, and a richer overview chart.

• Everything lives on one page now, split into numbered sections — Overview, then Holdings or Deposits & Bonds, then Activity — with a floating side rail to jump between them.
• A tidier header groups the as-of date, view-in currency, "See in future" and a contextual add button, with the rest tucked into a single Actions menu.
• The overview leads with an interactive growth chart alongside key figures: total value, invested, profits, ROI, income and (for holdings) realized & unrealized P/L.
• Switch the chart between Value — a stacked composition showing what makes up your total — and Compare, Profits, Contributions, Dividends, Reinvestments, Payouts and Withdrawals; only the views that apply to a portfolio are shown.
• Brokerage & crypto portfolios get a dedicated Holdings section (positions, transactions and cash ledger) and chart their real realized P/L and dividends.
• Smoother with large portfolios — chart hover and the deposits table were optimized to stay responsive even with thousands of renewals.

A new "See in future" projection grows a portfolio — or your whole net worth — to a target date, with editable assumptions and an interactive chart.

• Launch it from a portfolio's view, the portfolio card menu, or the net-worth menu.
• Pick a target date (with quick +1y…+30y presets); the assumptions are pre-filled from each portfolio's recent history and estimated rate, and you can tweak them freely.
• Assumptions adapt to the category: interest rate + tax and reinvest/payout split for savings & deposits; expected growth and dividend yield for brokerage & crypto; appreciation and rent growth for properties.
• See projected value and monthly/yearly/daily income, each with the change versus today, plus total contributed, growth and capital P/L.
• Explore an interactive chart with modes for total value, income, contributions, reinvestments, P/L, payouts, withdrawals and a combined view — hover for any point in time.
• Net worth projects each portfolio on its own assumptions (one tab per portfolio) and sums them, all in the currency of your choice.
• It's a non-destructive what-if — nothing is saved to your portfolios, and your assumptions are remembered for next time.

A new Reports section gives you monthly and yearly snapshots of your finances, with period-over-period comparison across six dedicated tabs.

• Access Reports from the top navigation menu.
• Switch between yearly and monthly reports, pick any past period, or view a live preview of the in-progress period.
• Explore your finances across six tabs: Overview, Allocation, Cash Flow & Income, Performance, Category Deep-Dives and Goals.
• The Overview tab leads with a net-worth composition donut breaking down contributions, reinvestments, and realized/unrealized profits & losses.
• Allocation shows by-category, by-currency and by-portfolio donuts, with each slice's drift versus the previous period.
• Cash Flow & Income adds generated-income donuts by category, currency and portfolio, each with an All / Reinvestments / Payouts toggle.
• Every report can be viewed in the currency of your choice.
• Get notified whenever a new report is ready.
• Reports are a paid feature, included in the Plus and Pro plans (yearly and monthly).

Deposits & bonds portfolios now have a dedicated creation form — start empty, or seed a full account history of the deposits you already opened.

• Create an empty portfolio in seconds: just set the name and currency, then add deposits whenever you like.
• Account history is optional — add it only if you want to capture the deposits you've already opened.
• Historical schedule: add phases that each describe the deposit opened every month — principal, term, interest rate, tax rate, renewal and capitalization — from a date until the next; the last phase runs up to today.
• Each phase shows how many monthly deposits will be created and, when renewal is on, how many renewals will be made up to today.
• Add deposits manually: enter individual deposits on a row, with each new one pre-filled a month after the last and a banner showing its renewals.

Savings portfolios now have a dedicated creation form — as simple as a name and an initial investment, or as detailed as a full account history.

• Create a plain account in seconds: just set the name, opening date and initial investment.
• Account history is optional — add it only if you want to capture how the account grew over time.
• Historical schedule: add phases that each set a monthly contribution, interest rate, tax rate and compounding from a date until the next — the last phase runs up to today.
• Add entries manually: enter individual transactions using the bulk add-entries grid, with each new row pre-filled a month after the last.
• In manual mode, set income settings (interest, tax, compounding, income day and reinvest/payout split) to project income going forward from your latest entry.

Portfolios under the "Crypto" category now behave exactly like brokerage portfolios, with holdings, a cash ledger, and account-value based profit/loss.

• Manage cash flows through cash transactions (deposits, withdrawals, dividends, interest, fees) instead of manual entries.
• Track positions through Holdings with FIFO cost basis.
• Income settings are locked to "Estimated from entries", like brokerage portfolios.
• Total value and ROI are computed from holdings market value plus cash balances.

Portfolios under the "Properties" category now have a tailored experience for tracking a property's value, its rent, and its profit/loss.

• Create a property with a dedicated form: set its purchase value and date, its current market value, and an optional rent schedule.
• The rent schedule lets you set the monthly rent from a start date, and add later rent changes — historical rent payouts are backfilled automatically.
• Set or update a property's market value at any time from the portfolio view or the overview menu; it drives the total value and unrealized P&L.
• Sell a property to record the sale, with an optional sale value and date.
• Set up rent reminders from My Account — get notified ahead of the income day and/or on the day itself.

Interest-based income settings now let you choose which day of the month income is cashed in and how it is split between reinvestment and payout.

• Pick an income day (1–31) for when interest-based income is materialized each month.
• Use the reinvest/payout slider to control how much of the income is reinvested versus paid out (the two always sum to 100%).
• Reinvestment and payout entries are generated automatically over time on the chosen income day.
• Changing these settings only affects future entries; past generated entries are left untouched.
• Set up savings income reminders from My Account — get notified ahead of the income day and/or on the day itself.

Portfolios under the "Brokerage" category now have a dedicated section for managing transactions, similar to the one already available for deposits. This should make it easier to keep your brokerage portfolios up to date.

• The classic view of contributions/reinvestments/payouts/withdrawals is readonly and generated based on the transactions.
• Account deposits are translated into contribution entries.
• Account withdrawals are translated into withdrawal entries.
• Dividends and profits are translated into reinvestment entries.

Currently used for sending notifications about portfolio deposits, but will be expanded in the future to include other types of notifications as well.

• Access notifications from the top right navigation menu by clicking on the bell icon.
• Customize notification settings from the My Account section.

Portfolios under the "Deposits and bonds" category now have a dedicated section for managing deposits.

• This new section allows you to easily add, edit and delete deposits for your portfolios.
• The classic view of contributions/reinvestments/payouts/withdrawals is readonly and generated based on the deposits.
• Renewal and capitalization options are available.
• Whenever you open a portfolio whose renewal date has been reached, a new deposit entry will be automatically generated based on the previous deposit and a new renewal date calculated based on the duration.
• If capitalization is enabled, the profit of the previous deposit will be added to the new deposit, and a reinvestment entry will be automatically generated to reflect that.
• If capitalization is disabled, profits will not be added to the new deposit, and a payout entry will be generated instead.
• If renewal is disabled, no new deposit entry will be generated, and a withdrawal entry will be generated to reflect the end of the deposit.
• Notifications will be added in the future for upcoming renewals or maturing deposits.

A new income calendar feature has been added.

• Access the income calendar from the top navigation menu.
• Overview both upcoming and past income events, or switch to a calendar view for global dividends.

A new section for viewing custom assets has been added.

• Access the custom assets section from the top navigation menu, under the 'Tools' section.
• Add, edit and delete custom assets as needed.
• Useful to track assets that are not covered by live providers, such as collectibles or private assets.

A new section for viewing assets has been added.

• Access the assets section from the top navigation menu, under the 'Tools' section.
• View, filter and sort every asset tracked by the system.

A new section for exchange rates has been added.

• Access exchange rates from the top navigation menu, under the 'Tools' section.
• You can now view exchange rates for different currencies, and at different dates, as well as convert amounts between currencies.
• You can also view the rate change compared to the previous day.

You can now clone your portfolios, making it easier to create similar portfolios without starting from scratch.

• Cloning can be done from the portfolio menu in the overview or from the detailed view.
• Entries and settings are copied when cloning, but not the portfolio goals.

You can now add, edit and delete multiple portfolio entries at once, making it easier to manage your portfolios and keep them up to date.

Portfolio metrics are now grouped into separate bars based on their nature.

• First bar represents money inflows into the portfolio, including contributions, reinvestments and profits/losses.
• Second bar represents generated money that is not reinvested, such as rent payouts.
• Third bar represents money taken out of the portfolio.
• Also added percentage labels for each segment. Percentages are calculated based on the total money in the portfolio (contributions + reinvestments + P&L).

"+ New Portfolio" now provides options for each category.

You can now create portfolios directly from categories, through the "Create portfolio" buttons available in each category section.

• By default, categories without any portfolios will not be displayed. By checking "Display all categories" under the net worth section, you can see all categories.

You can now switch between the portfolio view and holdings mode.

• In the overview you can see the holdings performance at a glance, while in the portfolio view you can see the performance of each asset.

You can now add withdrawals to your portfolios, allowing you to track money taken out of your investments.

• Add withdrawals from the portfolio view.
• Withdrawals are displayed in the portfolio overview and details, as well as in the net worth.
• Not to be confused with payouts, which represent income generated by your investments, withdrawals represent money taken out of the portfolio, for example when you take money out of a savings account or when you sell a rental property.

Set the timezone from the edit profile page.

When using the "Estimated from entries" income calculation mode, you can now set a custom date range for the estimation.

You can now update the income settings of your portfolios, allowing you to adjust how your income is calculated and displayed.

• Open the menu from the portfolio card and select 'Update income settings' or from the portfolio detailed view.
• You can choose between 3 income calculation modes: Estimated from entries, Interest based, and Fixed monthly.

Caching has been implemented to improve loading times. Also added minimal animations when loading portfolio cards.

You can now set and track portfolio goals, helping you stay on top of your investment objectives.

• Multiple goals can be set per portfolio, with different types of targets (total value, ROI%, income).
• Goals can be set for net worth as well, allowing you to track your overall financial progress.

When comparing portfolios, you can now select specific dates for each portfolio to compare their values as of those dates.

You can now view your portfolio as of a specific date, allowing for more precise analysis of your investments over time.

• Select a specific date using the date picker from the portfolio header.
• Can also select a date to view all portfolios from the overview.
• Clicking the year or the month in the date picker will switch to a year or month selection view for quicker navigation.
• Added buttons for quick date selections, like 'Last month' for example.

• Total profits/losses are now displayed in each portfolio overview and in the net worth overview, giving you a clearer picture of your investments' performance.
• Realized and unrealized profits/losses are displayed in the portfolio details.

• Added ROI % fields for holdings unrealized, realized and combined gain/loss.
• Added a 'Add transaction for <asset>' button in the transactions tab of each asset for quicker access to the add transaction form.
• Assets can now be searched when adding a new transaction.
• Redirect to Holdings overview after importing custom prices.

Added a profile section and a "keep me logged in for 30 days" option when logging in.

Added support for importing custom prices in the holdings section.

• Useful for assets that are not covered by live providers (for example private assets or niche symbols).
• Supports CSV and Excel files with reusable rule sets.
• Only symbol and price columns are required in the mapping; optional per-row currency and fallback currency are supported.

Added a holdings section where you can track positions and related transactions in one place.

• Supports Buy, Sell, Dividend, Stock Split Out, and Stock Split In transactions.
• Uses FIFO accounting to compute realized and unrealized P&L per asset and portfolio totals.
• Per-entry price currency is supported (for example GBX for UK listings).
• Portfolio totals can be displayed in a selected target currency.
• Live prices are fetched automatically for supported tickers, with optional custom price imports as an override.

Added support for importing Excel files in the custom import feature.

Added support for quantity, price per unit, and their respective currencies in the custom import feature.

You can now compare 2 different portfolios.

• Comparison includes total value, payouts, ROI%, and more.
• Comparison results can be displayed either side by side or using bar charts.
• By default, portfolios are compared in the currency of the first portfolio, but you can choose any other currency as well.
• Portfolios comparison order can easily be switched by pressing a button.
• Use this feature either from the portfolios overview or from the detailed view of a portfolio.

When importing, you can now define custom import rules to better fit your needs.

• Currently available for CSV imports, with XLSX support coming soon.
• Can be used to identify the value, date, and other attributes of imported entries, as well as to ignore certain entries altogether.
• Rules can be saved and reused for future imports.
• Saved rules are available only for the user that created them.

• Description labels can now be added to portfolio entries, improving clarity and record-keeping.
• Imported entries can have their description label set during import (e.g. Dividend - Realty Income).

Portfolios can now be reimported from the view tab. This allows you to easily update existing portfolios with new transactions, rather than having to delete the old portfolio and create a new one.

Portfolios can now be placed under categories for better organization and management of your investments.

• Default categories are provided: 'Savings', 'Deposits and bonds', 'Brokerage', 'Crypto' and 'Properties'.
• You can also create your own categories and rename or delete existing ones.
• Portfolios prior to this update are automatically categorized under 'Uncategorized'.

A new fixed income mode has been added for portfolio generation. This should especially help when it comes to adding rentals.

The app is now more mobile-friendly, with improved layouts and interactions for smaller screens.

Your net worth is now displayed on the dashboard, giving you a clear overview of your portfolios.

• The net worth can be viewed in any currency, independent of the individual portfolio currencies.
• A detailed view is also available by clicking on the Open net worth button.

Currencies are now accompanied by a flag for improved design, and portfolio mergin can now be done in any chosen currency.

• Added stop conditions for total payouts value and ROI%.
• Added animations.
• Phases can be collapsed/expanded.

You can now track major product updates in one place, right from the top navigation.

• Unread updates are highlighted with a badge in the navigation bar.
• Seen state is stored per account in this browser.