1.2 is a complete redesign: one clear verdict on how far off target you are, and a plan you can tick off. • Three tabs — Portfolio (net worth, verdict, actual-vs-target bar per class), Plan, and Activity (performance chart + trade ledger) • Plan asks one question — Rebalance, Invest cash or Take cash out — then gives you a checklist of exact orders to tick off and record. It's kept until you finish. • New targets editor with +/− steppers and a live "Allocated" total • "Only as a whole" for property, art and private stakes — plans never split them • Import a CSV from any broker or spreadsheet, with automatic format detection and a per-row error report • Read-only broker connections (Pro): Trading 212, Alpaca, IG and Public.com — positions only, never trades • A + button on every tab, a first-run checklist, larger tap targets, VoiceOver labels and Reduce Motion support Your existing holdings and targets carry over untouched.

• Bug Fix: Navigation Bar

• Bug fixes

• Smart Withdraw — enter a target amount and the app builds a sells-only plan that raises that cash while keeping your allocation as close to target as possible. No manual maths. • Smarter Rebalance — the two-level algorithm computes a class-level flow first, then optimises within each class. Orders are grouped by asset class so you can see exactly what's moving where. • What's New sheet — upgrading users see a one-time summary of everything new; dismiss once and it's gone. • 7-day free trial — the trial window is now 7 days (was 14). Lifetime access is available immediately alongside monthly and yearly. • No login required — the paywall is the only gate after onboarding. Sign in from Settings if you want cloud backup. Existing portfolio data, holdings, and targets are untouched.

Welcome to Intelligent Portfolio. • Rebalance is now a first-class action — sell-and-buy to your target mix with no new money required, at any portfolio size. • Pick your mode explicitly: Rebalance, or Add cash (keep your current mix, or also sell to target). • Bespoke asset-class glyphs across the app, in light and dark. • Clearer drift breakdowns by class and holding. Local-first and private by design — your data never leaves your device.

A cleaner first-run experience based on real user feedback: • 3-step onboarding with a Quick Start picker — your first asset class is seeded so the dashboard isn't empty when you arrive. • Renamed "drift" to "off target" everywhere, with a tap-to-learn explainer that breaks down what the number means and what the colour bands mean. • First-visit dashboard tour: a 2-card guide pointing at the Off Target card and the Buy tab. Fires once, dismissible. • Section detail now leads with three KPIs at the top: total value, performance (gain/loss %), and off target. Each holding shows its current value, performance, and off-target inline. • Smart Buy result rows are simpler — no more confusing +/− signs next to the amount; the BUY/SELL tag carries the direction. • Settings is half the length: rarely-used rows live behind one tap-to-expand "Advanced" section. • Bottom nav is 4 tabs instead of 5; per-section target editing moved to a gear icon on the Portfolio header. • When you have lots of holdings, the buy-plan bar groups them by asset class with diagonal stripes so it stays readable. • Smaller wins: defaults to your last-used broker on a new holding, cash positions don't require a name, capacity bar fills as you approach the 10-holding Free cap.

New Feature: • Tracking various crypto assets - Add your wallet address, choose the chain, the assets, • Portfolio widgets • Bug Fixes.

Asset-class management with two-level targets, Smart Buy deposit optimizer, cross-broker rebalancing, drift insights, six languages, three home-screen widgets, and automatic iCloud sync (Pro). Local-first — your portfolio stays on your device.