• Improved Calendar layouts so Expected, Paid, Remaining, Payouts, and Ex-dates stay neatly aligned on smaller screens. • Added upcoming ex-date details to the Remaining This Month breakdown. • Refined Dashboard and Income summary layouts for a more compact mobile experience. • Improved Portfolio Allocation insights on smaller devices. • Holdings refresh messages now clearly show how recently prices were updated instead of displaying a warning. • Automatic quote refreshes now show a completion summary when new prices are loaded. • Additional layout, reliability, and usability improvements.

Added an All Profiles view so you can see your combined holdings, income, calendar, and portfolio insights across every profile.

This update improves multi-profile support and iCloud Backup reliability. iCloud Backup now works as a global app setting across all profiles, so the backup toggle stays consistent when switching profiles. New backups now include all profiles on the device, and restores can bring back the full profile set, including holdings, profile names, goals, preferences, ledgers, FX data, and the active profile selection. Existing single-profile backups remain supported. Backup previews were also improved to compare all local profiles against all cloud profiles, reducing false “backup is different” warnings while still showing real changes before restore. Profile management is now easier with a new tappable profile switcher and a new Move Holdings flow. Holdings can be moved between profiles from Settings, with search, filters, multi-select, and the option to create a new destination profile during the move.

This update improves dividend payout accuracy, income allocation views, and data quality handling. Deleted holdings no longer leave behind stale upcoming dividend rows, and saved payment data is cleaned up when holdings are removed. Income and Dashboard allocation cards now include full sector and category lists with drilldowns, making it easier to review all portfolio groups. Data Quality checks were also refined to reduce false alerts for non-dividend holdings and improve layout for long fund names.

minor ui fixes

Dividend Pilot 1.0.11 improves dividend schedule accuracy, payout visibility, and portfolio data quality. This update adds a CAD/native currency toggle for foreign holdings, improves calendar payout sheet scrolling, and refines dividend status labels so future provider-backed payouts now show as Scheduled instead of Confirmed. Dividend schedules are now more reliable across the app, with ledger-first payout handling, better provider-history reconciliation, and fixes for stale or incorrectly projected payout dates. This helps corrected dividend dates flow consistently through dashboards, calendars, holdings, income forecasts, alerts, and holding details. Data Quality has also been improved with better handling for non-dividend holdings, manual-only dividend entries, total-return ETFs, and unknown payout frequencies. Non-dividend holdings are now shown more clearly without being treated as missing dividend data. This release also includes additional behind-the-scenes diagnostics and stability improvements.

Improved dividend calendar and dashboard totals so monthly income is more consistent across the app. Updated CSV exports to be cleaner and easier to open in spreadsheets, with JSON backup now kept as a separate backup file. Improved iCloud Backup checks, metadata refresh behavior, ticker data handling, and export sharing reliability. Includes general fixes and polish for portfolio tracking, dividend estimates, backups, and imports.

Improved iCloud Backup reliability, restore prompts, and portfolio backup accuracy. This update makes iCloud Backup smarter by comparing actual portfolio content before asking you to restore, reducing unnecessary prompts caused by quote refreshes, FX cache updates, timestamps, or generated forecasts. Also improved backup and restore handling so holdings, transaction ledgers, account settings, profile data, sort order, refresh metadata, and newer holding details round-trip more completely across JSON backups, CSV exports, and iCloud restore payloads. Dividend history has also been refined to collapse duplicate same-period payout rows, better distinguish confirmed declared dividends from projected future payouts, and keep future estimated dividends out of transaction history until they actually occur.

Dividend Pilot has received a major portfolio tracking update since version 1.07. New and improved: • New Holding Detail screen with clearer position, income, payout, and gain/loss views • Added transaction history for buys, sells, DRIP/reinvested shares, opening balances, and dividends • Improved ACB / cost basis tracking with better support for partial sells and reviewed starting balances • Buy, Sell, and DRIP entries now update share counts and cost basis more accurately • Better dividend payout history with improved past and upcoming payment tracking • Enhanced support for Canadian CDRs and dividend history • Improved Canada / U.S. setup, wording, and account defaults • Better handling for dual-listed Canadian and U.S. tickers • Updated dividend charts, payout timelines, and holding summaries • Improved Insights for cost basis review and portfolio concentration • UI polish for modals, safe areas, ads, charts, and holding navigation • General reliability, data quality, and performance improvements

- Added Canada/United States setup so new users can choose their country, currency, and default account types during onboarding. - fix(quotes): dedupe duplicate ticker refresh calls - fix(calendar): separate paid status from projected estimate status

- fix(holdings): persist worker-resolved ticker aliases - polish(dividends): clean data labels and calendar event summary - fix(holdings): preserve manual withholding overrides in edit modal - feat(income): add account-level income flow chart - fix(dividends): preserve withholding overrides and same-day confirmed payouts

Minor UI fixes

minor fixes and enhancements

Dividend Pilot now gives you a clearer view of your portfolio at a glance. Holdings can show market value, unrealized gain/loss, live price, daily movement, and cleaner share/account details. This update also adds a new Portfolio Value dashboard card, interactive cash-flow chart inspection, and improved Calendar drilldowns so you can tap monthly payout totals or marked dates to see the dividends behind them. Portfolio data can now be optionally backed up to iCloud Drive. First-launch setup has also been improved with a guided onboarding sheet for income goals, alerts, summaries, and biometric lock. Other improvements include quieter FX refreshes, better USD-to-CAD payout visibility, improved dividend notification timing, and several iOS stability fixes.

fix(holdings): support duplicate tickers by account