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.

Added: Profit & Loss Calendar. Optimized: Chart Y-axis now auto-adjusts its start and end scales, improving chart display. Fixed: Investment instruments can accept negative prices; platform groups are now sorted by market capitalization.

New: Automatically record daily asset snapshots of positions and view asset change trends. New: View total asset change amounts over a selected time period and today’s profit & loss data. Enhancement: Optimize the line-chart display in the asset module.

Added: Added a pie chart showing the distribution of actual asset types (stocks, cash, bonds, gold, commodities). Added: Support switching between "red for rise, green for fall" and "green for rise, red for fall" modes. Added: Exclusive member service group. Fixed: Fixed the bug that only allowed adding up to 10 trading platforms.

New: Added support for adjusting font size within the app. New: Added support for setting up fixed investment plans for mainland China funds, automatically recording fund transactions for users. Fixed: Resolved the issue of discrepancies between total portfolio assets and actual amounts, and optimized the template import process.

New: Add records for stock and fund dividends, and set up dividend reinvestment. Optimization: Sort market groups and trading platform groups by market value, from smallest to largest.

Fix template import bug.

Template Import Optimization: Improved the processing logic to parse records sorted by date and enhance search efficiency. New Asset Portfolio Features: Added support for commodities and gold, with rebalancing options for perpetual and all-weather portfolios, and enabled asset classification for each investment target. Trade Record Entry Enhancement: Introduced quick trade record addition with one-click integration of portfolio, trading platform, stock, and fund information to significantly reduce data entry time. Custom Brokerage Platform Support: Added support for user-defined brokerage trading platforms. New Custom Targets: Expanded custom targets to include cash (for recording brokerage balances and facilitating portfolio construction), futures, and options.

Fix: Crash issue when opening webpage links.

Optimization: Template import now supports multiple date formats, and parsed results are sorted by date. Fix: Resolved an issue where added transactions were missing exchange rates.