• Added manual snapshot management with one latest record kept per calendar day. • Added recoverable closed-position records. • Added editing for position-adjustment history. • Restored tag-grouped asset layouts and remembered selected tag filters. • Improved position-date validation and handling of missing average cost.

• Added customizable Overview and Analysis layouts. • Added cost-basis P&L, realized and unrealized returns, and drawdown analysis. • Added position increase and decrease actions, adjustment history, and batch closing prices. • Redesigned asset details with value charts and clearer position metrics. • Improved the Assets table defaults and amount-based sorting. • Restored complete performance history from iCloud backups and improved automatic history redownloads. • Improved historical exchange-rate boundaries and Sina HK minute-price backfills. • Fixed drawdowns for offsetting assets, full-payoff quantities, and several historical backfill edge cases.

• Added Multi-Dimensional Holdings to Analysis, with freely ordered tag groups and progressive portfolio comparisons. • Redesigned the Assets table for denser information, clearer column spacing, pinned search, and smoother scrolling. • Reorganized Appearance & Font settings. • Added consistent pull-to-refresh across Overview and Assets, with visible quote-refresh status. • Added animated transitions when changing earnings-calendar periods. • Clarified performance-history deletion and historical-price limitations. • Fixed current-day net-worth trend calculations. • Fixed historical-performance baselines for newly added assets. • Fixed daily changes for duplicate market assets. • Fixed edited average costs being lost during quote refreshes. • Fixed Sina Finance LOF search so listed-price and NAV results for the same code remain selectable. • Reduced delays when reordering or deleting tag groups.

• Added a cost-basis gain/loss summary to Analysis, with cost, market value, gain/loss, return, and asset or tag filtering. • Improved Analysis interactions by keeping the period picker in place when changing calendar periods and sorting Settings currency choices by currency code. • Fixed asset table layout when optional columns are sparse. • Improved Yahoo Finance search to find the same ticker across supported markets and preserve the selected market's quote.

• Redesigned Assets with compact table and allocation views, custom columns, multi-select, search, and flexible tag filters. • Added a dedicated Analysis page for net worth trends, the P&L calendar, and asset or tag performance. • Added a net worth trend chart to Overview and unified performance history and range controls. • Improved quote and chart responsiveness, and fixed sorting alignment, tag selection, and month-to-date baselines.

• Added Light, Dark, and System appearance choices plus an alternate black app icon. • Refined iCloud backup settings and improved calendar navigation. • Improved tag-group handling and numeric quantity editing. • Fixed historical data backfill continuity and zero quotes for suspended Shenzhen funds.

• Expanded futures search and market coverage. • Added OKX market data and improved Sina Finance historical fund NAV support. • Custom assets can now use an actual addition date and annual return rate for automatic daily valuation. • Added a choice to show or hide untagged assets in tag-group views. • Refined asset editing and added optional interface animations.

• Corrected the amounts shown in the profit and loss calendar, and made the PDF and Excel export rows consistent. • Restored the option to show or hide summary metrics on the overview. • Corrected navigation from a tag breakdown to an asset detail page. • Stopped duplicate refresh messages after portfolio updates. • Improved translations for calendar change labels. • Made the overview, asset list, and tag detail pages more responsive. • Changed historical price loading so missing price history keeps loading in batches. • Made the blue dots in charts smaller for a more balanced layout.

• Redesigned Dashboard and Assets screens with cleaner cards, tag filters, pie charts, and list controls. • Improved Add/Edit Asset with guided search, clearer selected asset details, value previews, and a smoother quantity adjustment sheet. • Refined P&L Calendar, history charts, snapshots, settings, exports, and tag management for easier scanning. • Better Dynamic Type, accessibility labels, tap targets, and layout stability across the app.

• Settings is expanded again so common actions are easier to find. • iCloud Backup and Restore now live on a dedicated page with a restore summary before replacing local data. • Assets now support multi-select, batch tag editing, batch deletion, more sort options, and highlighted search matches. • Improved iCloud backup status, failure details, and restore messages.

• Fixed an issue where iCloud Backup could appear successful even when the backup could not be restored. • iCloud Backup now verifies uploaded data by reading it back before reporting success. • Improved error messages for iCloud restore failures.

• Added year and month filtering to P&L Calendar for easier long-history browsing. • Weekly views now show complete date ranges and label the current period as This Week. • Weekly, monthly, and yearly results now run from earliest to latest, while Year shows every year. • Improved localization coverage and Norwegian language detection.

• Added 35 more app languages and all 50 App Store metadata localizations. • New users now start with a currency matched to their region, with many more currencies available.

• Added Excel workbook export with structured summary, assets, liabilities and tag sheets. • Improved Dashboard scrolling performance for smoother charts and large portfolios. • Refined swipe-to-delete, net worth charts, snapshot management and tag group guidance.

• Redesigned the Dashboard with net worth, total assets, liabilities, and switchable tag allocation views. • Tag groups now appear as one-tap buttons when space allows, with an automatic menu fallback. • Added a searchable Assets tab with compact and wide layouts plus collapsible tag sections.

• Added in-app font size settings with a clear 7-step control. • Market assets now support display notes, and asset deletion is easier to find. • Improved Sina Finance US/HK pricing and Yahoo option entry, with option quantities entered in contracts.

• Added an App Store review entry on the About page so you can leave a rating or comment more easily. • Moved Privacy Policy and the app disclaimer into the About page for a cleaner Settings experience. • Refined the About page layout to make room for more feedback channels in future updates.

• Fixed small P&L Calendar changes that could appear on weekends or while markets are closed. • Aligned today’s change after iCloud restore so the overview and P&L Calendar use the same baseline. • The P&L Calendar now shows today even when today’s change is 0. • Improved allocation labels when the iPhone text size is set to the largest option. • Updated the app icon and refreshed App Store preview visuals.

- Fixed small changes that could appear in the profit and loss calendar during weekends or closed markets. - Improved Sina Finance US stock pricing so current prices align with the latest K-line close. - Improved quote timestamp handling for more accurate asset performance tracking across data sources.

- Bug fixes and stability improvements

·Improved quote refresh reliability and data source availability checks. ·Improved Sina Finance search and quote validation to prevent saving assets without a valid price. ·Quote refresh failures now show the specific assets that could not be updated. ·Improved Yahoo Finance search and restricted-network detection. ·Added fallback exchange rate sources for more reliable currency updates. ·Fixed several quote, exchange rate, and data source status issues.