• Hong Kong funds now sync — fund prices and daily change update correctly for Hong Kong funds that previously showed no movement. • Steadier trend history — a past day's gain/loss no longer shifts each time you open the app; historical values are now locked to that day's exchange rate. • Easier screenshot import — when adding holdings from a screenshot, the photo picker now shows your whole library, not just screenshots. • Bug fixes and performance improvements.

• See your profit over time — the trend chart has a new Assets / Profit toggle. Switch to Profit to watch your cumulative gains build day by day, with your total profit to date shown right at the top. • More accurate China fund prices — A-share off-exchange funds now show the official settled NAV after the market closes, instead of the intraday estimate, so the price matches your statement. • Bug fixes and performance improvements.

• A complete asset trend, automatically — the trend chart now rebuilds missing past days from market history, all the way back to your first purchase, so it no longer depends on you opening the app every day. • Accurate daily P&L — the day you buy a holding no longer counts the purchase amount as a gain; the trend now reflects market moves only. Also fixed wildly wrong day-over-day figures (for example -99%) after clearing data or when exchange rates were briefly unavailable. • Bug fixes and performance improvements.

• A complete asset trend, automatically — the trend chart now rebuilds missing past days from market history, all the way back to your first purchase, so it no longer depends on you opening the app every day. • More accurate Portfolio Trend — fixed a case where a day's change could read wildly wrong (for example -99%) after clearing data or when exchange rates were briefly unavailable. FolioX now records and reconstructs daily values far more defensively. • Bug fixes and performance improvements.

• Share a day from your trend calendar — long-press any day with data to generate a 1080×1080 share card with the date, P&L, an intraday curve of the actual shape of your day, and FolioX branding. Toggle the amount on or off before sharing if you want to keep the dollar figure private. • Widget now respects your Gain/Loss palette — if you set red-up/green-down in Settings, the home screen widget now follows suit instead of always rendering Western colors. Top Holdings dots are also now optically centered with the symbol text. • Smarter rating prompts — the App Store rating sheet now appears at moments of delight (after a successful screenshot import, a positive day, a Pro upgrade), not at random launches. Bypassing the system sheet entirely, a small "Enjoying FolioX?" card may also appear on the Dashboard for long-time users. • Weekend label honesty — on Saturday and Sunday, holdings rows no longer claim the change is "today's" P&L. They show the actual last trading day's date (e.g. May 30) so you see exactly what window the number covers. • Bug fixes and performance improvements.

• Today's P&L is now strictly market-only — the daily P&L on the dashboard and trend calendar now follows the same formula every consumer brokerage uses: (current price − yesterday's close) × shares held. Your cost basis no longer leaks into the daily number, so a screenshot import of historical positions stops painting today's cell with the position's lifetime gain. Lifetime gains stay where they belong: in Unrealized / Total P&L. • Bug fixes and performance improvements.

• More reliable screenshot import — when the recognition service hits a transient hiccup mid-request, the app now silently retries once before showing anything to you. If both attempts still fail, the message you see is calmer ("Recognition is busy right now, please try again in a moment") instead of a raw HTTP code. • Bug fixes and performance improvements.

• Polished iCloud Sync diagnostics — every label on the new Sync Diagnostics page is now fully localized in English, Simplified Chinese, Traditional Chinese, and Japanese. Timestamps on Setup / Import / Export events also stop ticking by the second once the operation ends, so the page reads as a stable event log instead of a live stopwatch. • Bug fixes and performance improvements.

• Today's P&L in group headers — when you group your holdings by Account, Asset Type, or Market, each header now shows today's gain/loss alongside the running total. See at a glance which broker or market moved your portfolio today, without drilling into individual rows. • iCloud sync diagnostics — if a write to iCloud fails (network hiccup, throttling, or a stalled sync after a bulk operation), Settings now shows a red badge on the iCloud Sync row and the widget shows a small sync-failed glyph. Tap the row for a new Diagnostics page that shows the last setup/import/export events with timestamps and the exact error — so a silent sync break stops being silent. Bonus: Clear All Data now also resets stale failure indicators. • Bug fixes and performance improvements.

• Transaction fees — every buy and sell form now has a Fee row so commissions and platform charges flow into your cost basis automatically. Existing transactions keep their fee as 0; tap any row in a holding's trade history (or long-press in the global Transactions list) to add one retroactively. • Edit historical transactions — past entries are no longer write-once. Open any transaction to fix the quantity, price, fee, date, or notes. Dividend transactions also expose the tax-withheld field. Saving recalculates the position's cost basis and running quantity automatically. • Bug fixes and performance improvements.

• Batch import now handles list-view fund screenshots — when your broker shows funds as a flat list with only names and dollar amounts (no fund codes visible), we resolve each one via NAV lookup so you don't have to copy codes by hand. • Smarter fund name matching — paste a screenshot with Chinese fund names, English fund names, or both, and we auto-match them to tickers server-side. Falls back to in-app name search if a match isn't found. OCR auto-detects the screenshot's language with CJK prioritized for mixed scripts. • Holdings list redesign — compact 2-column rows with market value as the primary number, weight badges only on positions above the threshold, and a calmer dark-mode group background. • Transaction row taps now open the holding's detail page (previously did nothing). • Custom broker polish — swipe-paginate the broker browse sheet, logos persist across launches for custom domains, and Save returns you to the account list instead of stalling. • Keyboard dismisses the moment you start scrolling on every input form, so it stops blocking the content below. • Bug fixes and performance improvements.

• Holdings list redesign — each row now leads with the position's market value (was the per-unit price), with unrealized P&L and today's change beside it. Positions that make up 10 percent or more of the portfolio get an amber allocation badge so concentration risk pops at a glance. • Broker picker gains an Add custom escape hatch — when search returns no match, Add custom opens a small form that fetches the broker's logo from any website URL. Save creates the account and drops you straight back to the list. • Browse Brokers sheet supports left and right swipe to switch regions in addition to tab taps. • Tapping a row in the Transactions tab now opens the matching holding's detail screen. • Screenshot Import layout is more anchored — the Extract Holdings button pins to the bottom safe area and the thumbnail row no longer rubber-bands vertically. • Bug fixes and performance improvements.

• NEW: Backup and Restore your portfolio (Pro) — export your full portfolio as a JSON file you can keep anywhere (Files, iCloud Drive, AirDrop, email). On a new device, tap Import Backup, pick the file, and confirm. Includes accounts, holdings, transactions, history snapshots and reminders. • NEW: CSV exports (Pro) — separately export Holdings or Transactions as CSV for tax filing, spreadsheet analysis or your accountant. Or grab both as a single ZIP. Holdings CSV includes current market price and unrealized P&L. Transactions CSV is full chronological history. • NEW: Transactions tab — a chronological log of every buy, sell, dividend and other transaction across every holding, now accessible from a dedicated tab. Filter by type, search by symbol or account, tap a row to drill into the parent holding. Account management is now in Settings. • Trend calendar now shows pure market P&L on every day — previously only today's cell excluded deposits, so any historical day with a $10K buy looked like a $10K gain. Past and present cells now both subtract net buy and sell amounts, matching how the dashboard's Today's P&L card has always worked. • Self-healing snapshot history — fixes a bug where concurrent foreground or background refreshes, and CloudKit cross-device sync, could leave multiple snapshots for the same date and inflate the trend chart. The new save path collapses duplicates automatically, and a launch-time cleanup repairs any leftover duplicates from earlier builds. • Bug fixes and performance improvements.

• One-tap reset in Settings — the new Clear All Data action wipes every account, holding, transaction and history record (with a confirmation step). If iCloud Sync is on, the data is also erased from iCloud and your other devices. • Screenshot Import on the dashboard — the home screen's + button now opens a menu with Manual Add and Screenshot Import, matching the Holdings page. No more switching tabs to import from a broker screenshot. • Clear Demo Data now clears the trend chart too — tapping it used to leave the demo equity curve behind in Portfolio Trend. Fixed. If you hit this in a previous version, any leftover demo curve is cleaned up automatically the next time you open the app. • Bug fixes and performance improvements.

• Accurate daily P&L on freshly bought stocks — the dashboard's Today's P&L card no longer counts the price move that happened before you bought a stock as your gain. If yesterday closed at $100 and you bought today at $105, with the price now at $107, you'll see $200 of today's profit (the move you actually earned) instead of the inflated $700 from the full overnight-to-now swing. • Tap Today's P&L to drill in — the Today's P&L card on the dashboard is now tappable, opening the portfolio trend detail (matching the Realized P&L card's chevron affordance). • Trend calendar's "today" now matches the dashboard — today's cell on the trend detail calendar used to diff today's portfolio snapshot against yesterday's, which silently counted today's deposits / new buys as gain. It now reads the same market-move-only number you see on the dashboard. • Smoother trend calendar — swiping between months in the portfolio trend detail no longer stutters. The calendar now precomputes day-over-day changes once instead of re-sorting and re-scanning the full snapshot history on every page swipe. • Bug fixes and performance improvements.

• Try Sample Data — new users without any holdings can now tap one button on the empty Dashboard to load a realistic cross-market portfolio (AAPL, MSFT, Tencent, Sony, Moutai, BTC) with quarterly dividends and a 30-day equity curve, so charts, the allocation pie, and the dividend calendar all light up immediately. A persistent banner offers Clear Demo whenever you're ready to switch to your own data. • DST-aware market reminders — preset close-time notifications (US Close, A-share Close, HK Close, JP Close, etc.) now compute from each market's native time zone, so EDT↔EST and JST shifts reflow automatically without manual edits. Each schedule row also shows the underlying native time (e.g. "16:00 ET (tomorrow)") when it differs from your local zone. • Update banner in Settings — a tappable "Update Available" row now sits at the top of Settings whenever a new version is on the App Store, bypassing the dismiss cooldown so it stays discoverable. • Smarter account creation — new accounts now default to your base currency and hide the currency picker behind Advanced, so a single-currency setup is one tap instead of three. The picker auto-reveals when a broker preset implies a non-base currency. • Smoother trend chart scrubbing — animated digit transitions and monospaced numerics on the portfolio trend detail page so dragging across days no longer snaps. • Sharper price display — fixed cases where prices like 144.07 appeared as 144.06999999999998 in the Add Holding flow due to a float-to-decimal rounding artifact. • Bug fixes and performance improvements.

• Try Sample Data — new users without any holdings can now tap one button on the empty Dashboard to load a realistic cross-market portfolio (AAPL, MSFT, Tencent, Sony, Moutai, BTC) with quarterly dividends and a 30-day equity curve, so charts, the allocation pie, and the dividend calendar all light up immediately. A persistent banner offers Clear Demo whenever you're ready to switch to your own data. • DST-aware market reminders — preset close-time notifications (US Close, A-share Close, HK Close, JP Close, etc.) now compute from each market's native time zone, so EDT↔EST and JST shifts reflow automatically without manual edits. Each schedule row also shows the underlying native time (e.g. "16:00 ET (tomorrow)") when it differs from your local zone. • Update banner in Settings — a tappable "Update Available" row now sits at the top of Settings whenever a new version is on the App Store, bypassing the dismiss cooldown so it stays discoverable. • Smarter account creation — new accounts now default to your base currency and hide the currency picker behind Advanced, so a single-currency setup is one tap instead of three. The picker auto-reveals when a broker preset implies a non-base currency. • Smoother trend chart scrubbing — animated digit transitions and monospaced numerics on the portfolio trend detail page so dragging across days no longer snaps. • Sharper price display — fixed cases where prices like 144.07 appeared as 144.06999999999998 in the Add Holding flow due to a float-to-decimal rounding artifact. • Bug fixes and performance improvements.

• Dividend Income detail page (Pro) — drill into the dashboard's dividend card to see lifetime/YTD/TTM totals, a year-by-year breakdown, top contributing holdings, and full payment history. Drag any month on the year chart to read its exact amount. • Upcoming earnings & ex-dividend strip on the dashboard — the next 30 days of company events for your US, HK, and JP holdings, sorted by date with a relative countdown like "in 5 days". Tap any pill to jump into the holding. • Each holding's detail page now lists its next earnings, ex-dividend, and dividend pay date in a compact Upcoming section. • Bigger tap targets on the portfolio chart and dividend card — tap anywhere above the chart to open its detail page. Navigation is also instant — dropped a noticeable scroll-disambiguation delay. • Smoother dashboard scrolling on portfolios with many holdings. • Bug fixes and performance improvements.

• Asset Allocation chart is interactive — tap any donut slice or legend row to focus a category; the center percentage and a haptic tick switch in unison. • Holdings list redesigned as two-tier cards — symbol, market flag, and portfolio weight up top; today's P&L and total P&L (with percent) split cleanly across the bottom. • Market close reminders now follow each market's real time zone — picking "US Market Close" from China shows 4 AM tomorrow (the actual close in your local time), with DST shifts handled automatically. • Schedule list shows a hint like "4:00 AM · 16:00 EDT (tomorrow)" when the market is in a different time zone, so you always know which session a reminder tracks. • Refined dashboard typography — currency symbol, whole number, and cents have distinct sizes and weights with monospaced digits, plus a smooth count-up animation as the app opens. • New accounts default to your base currency, with an "Advanced" disclosure that only reveals the currency picker when you actually need it. • Bug fixes and performance improvements.

• Refined dashboard typography — the currency symbol, whole number, and cents now have distinct sizes and weights with monospaced digits, plus a smooth count-up animation as the app opens. • Asset Allocation chart is interactive — tap any donut slice or legend row to focus a category; the center percentage and a haptic tick switch in unison. • Holdings list redesigned as two-tier cards — symbol, market flag, and portfolio weight up top; today's P&L and total P&L (with percent) split cleanly across the bottom. • New accounts now default to your base currency, with an "Advanced" disclosure that only reveals the currency picker when you actually need to change it. • Top Holdings on the dashboard jumps straight into the Holdings tab for the full sortable, filterable view. • Bug fixes and performance improvements.

• Quick-add from the dashboard — a + button in the new home header opens the Add Holding flow in one tap. • Today's change shows inline next to each holding's price in your list — daily movement at a glance. • Dashboard header redesigned with your app logo, a gradient accent, and a soft blur that kicks in as you scroll. • Deleting a holding now asks for confirmation, noting that historical chart snapshots keep its past value records intact. • Bug fixes and performance improvements.

• Redesigned dashboard hero — your total value, today's P&L, and the portfolio trend chart now live in a single unified card. • Live P&L capsule — scrub the chart and the gain/loss figure tracks your finger, not just the range's end. • Hero card tints by trend — the mesh background shifts warmer on green days and cooler on red ones. • Compact range selector, monospaced numbers, and a corner nav arrow instead of the old title bar. • Hero header stays visible while you scrub, so you never lose context. • Light mode hero card polished to match the dark treatment. • Bug fixes and performance improvements.

• Pro iCloud sync — reliable portfolio sync across iPhone, iPad, and Mac, with automatic recovery after reinstall. • Redesigned paywall with a 7-day free trial on Yearly Pro and refreshed pricing. • Trade Log (Pro) — review closed positions and realized P&L over time. • Widgets now show a clear upgrade path for daily P&L and top movers; Pro users see the full data. • Dividend card now visible to everyone — see your totals at a glance and unlock the interactive chart with Pro. • Portfolio history, redesigned — daily snapshots as a swipeable monthly calendar heatmap with gain/loss amounts in your base currency. • Gain/Loss color palette — pick Western (red down, green up) or Eastern (red up, green down). • Dividend chart keeps your last-picked month highlighted; releases on empty months snap back to a real data month. • Holdings weight badge on every row, fairer multi-currency sorting, and better mainland broker logos (Huatai, CITIC, CMSChina). • All ads removed from FolioX. • Bug fixes and performance improvements.

• Smoother dashboard — Portfolio Trend and Dividend charts no longer swallow vertical swipes, so scrolling past them just works. • Portfolio history, redesigned — daily snapshots are now a swipeable monthly calendar heatmap. Flip through months with a swipe or the arrow buttons. • Holdings weight at a glance — every row shows its share of your portfolio as a pie-icon badge; grouped views (account, market, asset type) now lead with the group's total market value. • Cleaner cost line — compact display like "10,500 @ $100" instead of "10500 shares @ USD$100.00", so long tickers don't truncate. • Dividend chart polish — Y-axis now labels in your base currency ($1K, $500…) and the card no longer jitters while dragging. • Faster account setup — add a new account directly from the holding picker, no tab-switching. • Better broker logos for mainland names like Huatai, CITIC, CMSChina — and a gentler in-app update prompt in your language. • Bug fixes and performance improvements.

• Faster search — stock and crypto lookups now return up to 3× faster, especially in mainland China. Smart upstream timeouts and extended caching cut cold searches from 5s to ~2s, with warm searches near-instant. • Chinese crypto names — search 比特币, 以太坊, 狗狗币, 柴犬币, 波卡 and 15+ more by their Chinese names. Japanese names (ビットコイン, イーサリアム) also supported. • Smarter fan-out — numeric codes (600519, 00700) and Chinese stock names (比亚迪) no longer make wasted crypto lookups, keeping results clean and quick. • Bug fixes and performance improvements.