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.

Add: cash accounts in portfolio Add: bank card ↔ brokerage account transfers Add: ability to bind cash accounts to DCA plans for automatic deductions Add: auto-deduct from cash account when buying stocks and auto-deposit when selling Add: click cash-account transactions to view full trade history Add: P&L calendar shows real profit & loss, with cash in/out offset support Fix: some fund DCA plans failing to execute Fix: missing asset snapshots

Fix: Blank screen when there is no record in the asset trend module. Fix: Display stamp duty when selling OTC ETFs and convertible bonds. Optimize: Alignment of items in the holdings preview.

Fix: Emergency fix for the issue in version 2.7.0 where successful Apple Pay purchases did not grant membership privileges.

Added: Asset module supports transfers between accounts. Added: Profit and loss calendar and change trend support manual deletion of asset snapshots. Optimized: Under investment groups in the asset module, investment items are organized by portfolio as folders. Optimized: Template import can be disabled. Fixed: Incorrect calculation of today’s profit and loss in the profit and loss calendar.