- Refined dialogs for a consistent look and better dark mode support. - Polished interactions and fixed known issues for a smoother experience.

Improved the Settings page and overall interactions.

Added a dedicated entry for recurring fund investments. Browse plans by portfolio and platform, and easily create, pause, or delete them. Refined the asset Sankey diagram with clearer asset hierarchies, better allocation visibility, and improved sharing layouts. Introduced visual income allocation. See how each payment is allocated to cash reserves, savings, and investments. Improved custom asset and trading platform lists for easier everyday management. Enhanced the full-screen iPad and Dark Mode experience, refined amount formatting and localization, and fixed several data refresh issues.

Improved the template import flow for a smoother experience. Added more detailed risk warnings when deactivating an account. Improved asset allocation ratio display in rebalancing for better clarity.

New: Rebalancing now supports custom asset allocations. You can set target positions based on your own investment strategy, with clearer deviation displays to help you make adjustments more easily. Improved: Cash account allocation is now included in portfolio distribution, giving you a more accurate view of your real cash position. Improved: Trading platforms now support Traditional Chinese, improving the experience for Hong Kong and Traditional Chinese users. Improved: Enhanced template import error handling. Clear prompts are now shown when CSV data has formatting issues or does not meet template requirements.

Fixed: Urgently fixed an issue where WeChat login was unavailable on iOS devices.

Fixed: Resolved an issue where the deducted amount in the cash account was incorrect when linking a transaction record to a cash account.

Improved: Refactored the expense module to support custom expenses, multiple currencies, and expense categories including fixed, flexible, and other expenses. Improved: Asset accounts now support custom sorting by long press. Fixed: Fixed an issue where stamp duty was not deducted when buying Hong Kong stocks with a linked cash account.

New: More complete Sankey view; check each account’s ratio and amount New: Support custom saving Improved: Transaction direction optimized; editing supports changing transaction direction Improved: Template import optimized; prioritize code matching Fixed: Installment loan January due date shown as 31 Fixed: Face ID prompt missing on cold start; Face ID incorrectly prioritized when passcode is set

Optimization: Adjust Membership Plans.

New: Added support for stock splits and reverse splits. Fixed: Corrected the calculation of asset-weighted return and annualized return. New: Hong Kong stock trades now support adding stamp duty. Improved: Smoother switching between holdings, transaction history, dividends, and corporate actions.

New: View portfolio and individual stock annualized return, money-weighted return, and holding return metrics.

Add rednote and email as feedback channels.

Optimized: Support for more trading platform logos. Added: More membership plan options.

New: Profit/Loss Leaderboard, ranking and detailed breakdown of profits and losses.

Optimization: Prevent line wrapping when the market value is too large. Optimization: Fix the issue where the market values within platform groups are not sorted from largest to smallest. Fix: Incorrect currency symbol displayed on the Sankey chart. Change: The “+” button in the bottom right corner of the dividend section does not respond to clicks.

Fix the issue of repeatedly popping up after successful fingerprint/facial recognition unlock.

New: Tag Groups. Users can define tag groups to view asset distribution in bar and pie charts. For example: by stock type — value, growth, overseas, dividend. By industry allocation — consumer, technology, manufacturing, healthcare, etc.

Fixed: Unable to manually update prices under platform groups. Added: Added "Other Liabilities" under the asset and liability categories.

Fix: Funds with the same code listed on different platforms (exchange-traded and OTC) were grouped together incorrectly. Optimization: Fixed incorrect background colors on some pages. The Fund Investment Plan page now supports dark mode. New Feature: Added support for manually adding real estate assets.

New: Dark mode support, with the ability to switch between dark and light modes. Fix: Improved smoothness for fingerprint/face recognition.

New: Add rebalance status alert, display deviation percentage and amount for each asset class (stocks, bonds, etc.), and show next rebalance date. Optimize: Each portfolio has its own rebalance scheme, supporting stock–bond, stock–cash, stock–bond–cash, all-weather, and permanent portfolios. Optimize: Center P/L calendar by week; when sharing, display total P/L for the current month.

Added support for real-time price updates of gold, karat gold, platinum, and silver. Added weekly statistics to the profit and loss calendar. Improvement: Automatically update stock and fund prices for members when the app starts.

New: Investment Performance Report, displaying the following items separately—realized P&L, unrealized P&L, dividends, dividend tax, commission, and stamp duty. New: WeChat sharing for the P&L calendar and the Investment Performance Report feature.

Added feature: Dividends can be linked to the cash account. Added feature: Option to select commission when reinvesting dividends. Added feature: Portfolio list now displays cash positions and their percentage of total assets. Enhancement: Position prices now support four decimal places. Bug fix: Support backend fund price updates via the subscription method. Bug fix: Inconsistency between the profit/loss calendar and today’s profit/loss when selecting “All Positions.” Bug fix: Application freeze occurring when adding new dividends has been resolved.