Running balances on cash and credit card accounts, activity lists grouped by day, Arabic with a right-to-left layout, number formats per currency, currency exchange within one account, and loan rate changes. A refreshed design, with screen reader labels for unlabeled buttons. Fixes to device sync, income exchange rates and performance. If you use device sync, update all your devices.

- Fixed an issue that prevented some users from opening their portfolio after an iOS update. - Improved the startup recovery screen with clearer error messages and copyable error details.

• New portfolio engine. Holdings, cash, valuations and returns are recalculated, with fixes for transfers, shorts, splits, currency conversion and rounding. • Cost basis methods: choose FIFO, average cost, LIFO or HIFO for each account. • Loans and mortgages: track a loan with its amortization schedule, payments, extra repayments and renewals. • Return of capital now lowers cost basis instead of counting as income. • Spending: a money flow chart you can zoom into by subcategory, and merchant rules for France, Germany and the Netherlands. • Fixes: the System theme follows your phone, editing a quote saves correctly, and many other improvements and fixes.

Create separate profiles and protect them with app lock. Optionally encrypt your database and make password-protected portable backups. Customize Insights, exclude Spending categories, and choose custom date ranges. Also includes improvements to device setup, imports, net worth, and mobile refresh.

Fixes more than 20 reported bugs and includes over 10 improvements. • Added Italian, Brazilian Portuguese, and Traditional Chinese. • Improved activity scrolling and mobile controls. • Added spending rules by amount and pension drawdown options. • Fixed cash balances, net worth and spending totals, retirement calculations, and privacy display issues. Before updating, it’s recommended to back up your database in Settings → Backup & Export. This update migrates transaction amounts. After updating, check Activities → Needs review. Update all synced devices before editing transactions.

Holdings now show closed positions and cash, not just what you hold today. Switch between Open and Closed to see cost basis, proceeds, realized profit, and return on positions you have already sold. • Japanese and Korean added — seven languages in total • New Region and formats setting controls dates, times, and number separators independently of the app language • Spending categories scroll sideways again • Liability value history redesigned for small screens Also fixed: returns on accounts that open with a negative balance, refunds counted as portfolio gains, empty $0 rows in Net Worth, and broker sync accuracy for contract sizes and share classes.

This release focuses on stability and bug fixes. • Dashboards and performance statistics load faster and no longer time out. • Fixed a memory problem that could crash the app on large portfolios. • Wealthfolio uses far less storage on your device. • Money added to an account tracked with snapshots no longer counts as a gain. • Fixed rebalance plans, imports with a missing currency, and Brazilian Real prices. • Add-ons no longer hide the navigation bar or cut off content at the bottom. • Your average cost now shows as a dashed line on a holding's chart. The first launch after updating may take a little longer while your data is rebuilt.

Fixed an issue where the bottom navigation bar could disappear after opening an add-on, requiring the app to be restarted. Navigation now remains accessible while using add-ons.

This update focuses on more accurate numbers and a big upgrade to add-ons. • More accurate returns for securities transferred between accounts in different currencies — exchange-rate swings no longer distort performance • Fixed dividend and stock-split history so portfolio returns and valuations are correct across all your accounts • Taxes now apply correctly to cash balances for deposits, withdrawals, transfers, and credits • Cleaner price display, no more stray decimals on regular prices, with full precision kept for sub-cent assets • Contribution limits now handle transfers entered by quantity and price • Savings now appear in the "Where it went" spending widget • Rebuilt add-on system: faster startup, reliable saved settings, and syncing across your devices • More of the app is now translated, including activity types and chart time ranges • Added a Spain preset for automatic spending categorization • Various stability and health-check fixes

Wealthfolio now speaks your language, and tracks more of your portfolio. • 5 languages: the entire app is now available in English, Français, Deutsch, Español, and 简体中文. Choose yours in Settings, or during setup. • Short positions: track shorts on stocks, ETFs, and options with proper Sell Short / Buy to Cover handling. • Taxes on activities: record tax directly on a trade or income activity, and see it reflected in your cost basis and performance. • Reimbursements & split transactions: net refunds against your spending, and split one transaction across multiple categories. • Smarter rebalancing: keep specific holdings off-limits with do-not-sell rules, cap turnover, and see plain-language explanations for every suggested move. • Redesigned Health Center: clearer data-quality checks with one-tap fixes — now in all five languages. • Holdings & performance: new Realized P&L and Book cost, plus clearer money-weighted return (MWR) labels.

Wealthfolio 3.5.3 • New Activities tab on every account — view and edit activities in place • Export your holdings from Settings → Exports • Smarter rebalancing with hybrid drift bands, plus tag cash accounts as fixed income • Fixed the gap so the app now uses the full screen on iPhone • Faster dashboard, native date-range picker, and mobile filters that apply right away • Plenty of fixes across history, currencies, and imports

Wealthfolio 3.5 is one of our biggest updates yet, with two brand-new modules and a rebuilt performance engine. Spending & Budgeting Track where your money goes, right alongside your investments. Set up rules to automatically categorize transactions, build monthly budgets with groups and rollovers, mark life events to see what they really cost, and get clear, narrative insights into your cash flow. Credit-card tracking and AI-assisted categorization are included. Allocation Targets & Rebalancing Define your ideal portfolio and get a clear plan to reach it. Start from built-in models or build your own by region, sector, or asset type, see exactly how far each holding has drifted, and get a suggested buy/sell plan using new cash, sales, or a smart mix of both. Works with whole or fractional shares and your own trade rules, and exports to CSV. More Accurate Performance Reporting We rebuilt how performance is measured. Wealthfolio now calculates true time-weighted returns (TWR) so your results aren't skewed by deposits and withdrawals, plus money-weighted returns (IRR) to show how you personally did. A full breakdown explains what drove each period's change — income, gains, fees, taxes, and currency effects — along with volatility and drawdown, all calculated consistently across accounts and portfolios. Refreshed Net Worth Dashboard A thoughtful redesign with a richer breakdown, cleaner cards, tap-to-expand detail, and a smoother mobile experience. Also New - AI asset classification (preview) - Buy and sell markers on the stock history chart - A fresh look with new typography and refined charts - More performance metrics - Many bug fixes and performance improvements Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible.

Wealthfolio 3.5 is one of our biggest updates yet, with two brand-new modules and a rebuilt performance engine. Spending & Budgeting Track where your money goes, right alongside your investments. Set up rules to automatically categorize transactions, build monthly budgets with groups and rollovers, mark life events to see what they really cost, and get clear, narrative insights into your cash flow. Credit-card tracking and AI-assisted categorization are included. Allocation Targets & Rebalancing Define your ideal portfolio and get a clear plan to reach it. Start from built-in models or build your own by region, sector, or asset type, see exactly how far each holding has drifted, and get a suggested buy/sell plan using new cash, sales, or a smart mix of both. Works with whole or fractional shares and your own trade rules, and exports to CSV. More Accurate Performance Reporting We rebuilt how performance is measured. Wealthfolio now calculates true time-weighted returns (TWR) so your results aren't skewed by deposits and withdrawals, plus money-weighted returns (IRR) to show how you personally did. A full breakdown explains what drove each period's change — income, gains, fees, taxes, and currency effects — along with volatility and drawdown, all calculated consistently across accounts and portfolios. Refreshed Net Worth Dashboard A thoughtful redesign with a richer breakdown, cleaner cards, tap-to-expand detail, and a smoother mobile experience. Also New - AI asset classification (preview) - Buy and sell markers on the stock history chart - A fresh look with new typography and refined charts - Many bug fixes and performance improvements Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible.

- CSV imports keep the right exchange and currency for international listings. - New activity types: DRIP, dividend-in-kind, and staking rewards. - Lots of improvements and bug fixes.

• Brand new Goals & Retirement Simulator with a Monte Carlo Risk Lab • AI assistant now reads your Health Center, imports CSVs inline, and remembers attachments • Custom providers can point at self-hosted URLs, with click-to-map preview • Hide expired options, link existing transfer pairs, ISIN on asset profile • Mobile fixes for chart drag, device sync pairing, and activity validation

- Custom market data providers to fetch prices - Revamped and improved CSV import with ISIN support, encoding detection, asset review step, and smarter duplicate handling - Income page: filter by account and new stacked chart view - AI assistant now supports file attachments (CSV, images, PDF) - Bug fixes: expired options handling, DRIP dividends, mobile chart interactions, valuation accuracy, and more

Options, Bonds & Precious Metals Track options contracts, bonds (including US Treasuries), and precious metals with accurate valuations. AI Assistant Add multiple transactions at once and edit previous messages. Charts New 1-Day view, improved styling, and date range now works correctly. Price Controls Update latest price or refresh full history separately. Broker prices are saved automatically. Custom Securities Manually add any security not found through search. iPad & UI Fixed touch interactions, responsive tables, dark mode fixes, and more.

v3.0 introduces net worth tracking, an AI assistant, smarter portfolio breakdowns, new activity forms, a spreadsheet editor, Wealthfolio Connect integration, flexible tracking modes, and much more. 3.0.4 introduce improvements and bug fixes.

v3.0 introduces net worth tracking, an AI assistant, smarter portfolio breakdowns, new activity forms, a spreadsheet editor, Wealthfolio Connect integration, flexible tracking modes, and much more.

This version brings simplified navigation, search, a top holdings widget for the dashboard, securities management page, and a lots of improvements and bug fixes.