Bug fixes and improvements

Bug fixes and improvements

Broker Link Broker-linked portfolios support. Only a limited number of brokers are currently available, but more will be added over time. Local Backup Both automatic and manual backup options are now supported. No longer need to worry about transaction imports—you can always restore to the latest valid state. Cash Added Available for Reinvestment value to the portfolio info dialog and related position details metric info dialogs. Events Added declared GAAP earnings events. Portfolio Combined portfolio now include an additional setting to control position grouping behavior. Portfolios Manage The portfolio management dialog has been reworked to provide a better experience in both selection and edit modes. Position Details New Earnings per Share performance chart. Added info dialogs for 1-year and 5-year dividend growth metrics. Transactions Transaction-related settings are now grouped under Transactions subsettings. Added a transaction merge toggle to Transaction settings to control merge/replace behavior during CSV imports. Estimation Various dividend estimation improvements. Various DRIP estimation improvements. Localization Added Simplified Chinese localization. Added Traditional Chinese localization. Added German localization. Other Many additional improvements and refinements.

P/E Ratio Added a new line chart type to the Position Details screen and a new view type in the Portfolio tab. Premium Added yearly subscription option. Portfolio Added a new filters popup button with an option to toggle visibility for closed positions. Estimation Many dividend estimation improvements, especially when DRIP is enabled. Optimizations Performance improvements for faster portfolio updates, especially for portfolios with DRIP enabled. Memory optimizations to improve stability on older devices. Localization Added Thai localization. Other Many additional improvements and refinements.

Bug fixes

Payout Ratio Added a new line chart type to the Position Details screen and a new view type in the Portfolio tab. Sectors Breakdown Introduced a new Sectors Breakdown Dashboard card with 6 selectable breakdown types. Portfolio The position menu can now be opened with a long press, without opening the details screen. Settings You can now configure whether transactions are displayed as split-adjusted in Transaction History and processed as split-adjusted during CSV export and import, as well as manual entry. For new portfolios, the device locale currency is now used by default. Estimation Significantly improved current trend estimation for high-yield positions. Portfolios with a large number of high-yield positions may see updated future income and yearly projections. Other positions may also be affected to a lesser extent. Position Details Added payout ratio and sector metrics. Combined Portfolio Positions with different DRIP and tax settings are now combined. Optimizations Major performance improvements for faster data updates, especially in the Combined Portfolio. Memory optimizations to improve stability on older devices. Improved offline reliability, including during flights. Localization Added French localization. Other Many additional improvements and refinements.

Bug fixes

Dashboard and Position Details S&P 500 comparison for total return % and price return % line charts New symbols Added cryptocurrency symbols. All of them use the ".CC" suffix New localization Added Spanish localization to the app

Bug fixes and improvements

Portfolio — 52-Week High/Low View Quickly see how each holding compares to its 52-week high and low directly in the Portfolio tab — making it easier to track performance and make informed investment decisions. Position Details — 52-Week High/Low & Price History Added a new 52-week high/low metric and a Price History line chart on the position page to help you visualize long-term price trends.

Bug fixes and improvements

Dashboard and Position Details New charts added: market value, price return, total return. Position Details Month and year income charts now display DRIP value when DRIP is enabled for a position.

Bug fixes and improvements

Bug fixes and improvements

- Portfolios Settings: We have reworked application settings to be per portfolio instead of global. You can now set individual portfolio taxes, DRIP options, goals, cost computation type, and more. - Combined Portfolio: When the Combined Portfolio is selected, it is now possible to choose which portfolios to include in the combination. - Position Details: Payouts by Year and History by Year grouping now display future year estimates and are scrollable.

Bug fixes and improvements

- Premium Features: We have started adding premium features to the application and reworked our subscription plans. Tier 1 plan removes interstitial Ads. Tier 2 plan unlocks premium features. All premium features will also be temporarily available after watching a rewarded ad if needed. - Position Dividend Payouts: A new Dividend Payouts chart has been added to the Position Details screen. Payouts can now be grouped by day, month, or year. Daily payouts are scrollable, so full history is visible. - Position Dividend History Grouping: We've added grouping options to the existing Dividend History chart on the Position Details screen. Dividends can now be grouped by day, month, or year. Daily grouping is scrollable and remains free for all existing users, as it was before. - DRIP Settings: New setting for DRIP – Fractional Shares. When turned off, DRIP shares will be rounded down to the nearest whole number. - Transaction Screen: If price per share or number of shares has a placeholder value, it can now be used as a real value. This makes it easier to enter temporary or experimental transactions and helps during DRIP edits—enter one value and the other is calculated automatically.

Bug fixes and improvements

Bug fixes and improvements

• iOS 26 Support: The app is now fully prepared for the iOS 26 release, including a fix for popup presentation issues. • Portfolio Info Popup: New Invested Cost metric added. Price Return % and Total Return % now shown as part of return calculations. • Position Details: Added Net and Gross info popup in the Recent & Upcoming Payouts section. • Settings: New Taxes configuration screen added.

- Portfolio Selection: If you have more than one portfolio, you can now view the current portfolio directly on the main screens. All portfolio-related actions — such as switching, combining, renaming, or creating a new portfolio — are now accessible outside of Settings. - Portfolio Info: The order of portfolio information lines has been adjusted for better clarity and logic. - DRIP Settings: You can now configure whether automatic DRIP transactions are treated as taxable.

- Dividend Valuation: Added a high-risk dividend valuation scenario for positions with unusually high yields when the current yield is significantly above the historical average. - Search by ISIN: You can now search for symbols using ISIN on the Transaction screen. - Yearly Income: Improved the yearly income projection for more stability when DRIP mode is enabled.

Bug fixes

- CSV Import: CSV import now supports subunits as currency. - Event Swipes: Day change swipes on the Events tab now ignore empty days. - Family Sharing Enabled: All subscriptions now support family sharing, allowing you to share access with eligible family members. - Franking Support: Introduced franked dividends support for Australian symbols. When taxes are enabled, the net dividend amount is now calculated using both the franking percentage and user-defined tax rates. - Holding View: The Holding view is now clickable on the Transaction screen when an existing position ticker is selected. - Improved Ad Experience: Adjusted advertisements to be less intrusive for a smoother user experience. - New Metric: Added Average Invested Cost alongside Average Cost for better comparison in the Position Details screen. - New Metric: Added the Total Contributions metric to the Position Details screen. - Total Value: Added total value for each section on the Monthly Income Details screen.

Bug fixes