You can now easily scroll through recent and historical transactions for any selection, including a specific portfolio, any custodian, or your total wealth

Important bugfixes

• Your fund and ETF allocation data now updates automatically (if enabled), keeping the true underlying exposures accurate for clearer wealth insights.

• Improvements and bug fixes

• You can now view details of your tasks, including notes and attached files. • Important bug fixes

• You can now see the mandate type of your portfolios in the details.

• Important improvements and bug fixes

• You can now see domicile address of any wealth item in its details. • Important improvements and bug fixes.

• Transactions can now be filtered for Purchases, Sales or any Expense and Income categories. • You can view file attachments of transactions. • Important platform improvements.

• You can now see out flowing transaction fees or incoming dividend rules and when they breach • You can now report in Chilean Peso

Improvements and bug fixes

• You can now share files directly with the Altoo mobile app • The Allocation overview now includes Countries and Regions

Improvements and bugfixes

• You can now easily download any document to your mobile device or share any file with other mobile applications such as e-mail or messaging.

Improvements and bugfixes

• You can find and view all your documents in the ‘Files’ section of your wealth items. • You can now also upload images or documents directly to any of your assets.

Improvements and bugfixes

Improvements and bug fixes

important bugfixes

• You can now exclude liabilities from any allocation overview. • Investments in the same stock or fund can now also be viewed consolidated. • We also made some minor improvements and fixes.

• You can now easily access image galleries of your assets

• Several minor improvements and bug fixes.

• You can now check comprehensive information on each transaction, such as purchase prices, spot FX rates or valuable descriptions of money transfers. • Several minor improvements and bug fixes.

• Your private equity investments now report TVPI and IRR performance as well as open commitment. • You can now check transactions for any wealth item. • Privacy and security settings, such as delayed screen lock or password remembering, can now be easily managed from the Settings menu. • Several minor improvements and bug fixes.

• On any item screen, you can now tap on the name of your investments to view details such as interest terms, maturity dates or allocation categories • Small improvements and bugfixes