- General fixes and improvements. Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- General fixes and improvements. Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Fixed the main navigation on iPhone and slowdowns in a few sections of the app, - Taiwan is now listed with correct name for some assets. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

General fixes and improvements. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Adapted the interface to the new operating system. - Added 40 new languages. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Fixed missing switch between Accounts and Groups on iPhones with iOS26. - Fixed missing custom asset names in Open Positions chart. - Removing Custom Asset will now also remove all relevant transactions. - Fixed a bug in adding new transaction window which could override categories for Custom Assets. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Automatic refresh will start working immediately after purchasing the PRO plan. - The app’s stability has been improved. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Redesigned Home Screen – See more of what matters with a layout focused on your portfolio insights. - Auto Refresh for Premium – All accounts and groups now update automatically with Pro access. - Updated Terminology – “Transaction Categories” are now called Asset Categories for better clarity. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Improved app stability. --- Thank you for using Portfolio Tracker: Finance Bay. Happy investing!

- Fixed an issue which caused cash transfers to be excluded from account history. - Added 7 days and 14 days ranges to the main charts in Stock and Account views. --- Thank you for your continued support and happy investing!

Added ability to track custom assets. --- Thank you for your continued support and happy investing!

- Updated portfolio widget to also be able to show account value. - Improved stability of the portfolio widget. --- Thank you for your continued support and happy investing!

General fixes and improvements to user experience. --- Thank you for your continued support and happy investing!

New Features: - Added a new line on the account chart which displays total value of the positions + all cash on the account. Improvements & Fixes: - Fixed a crash which could occur when viewing the account or account group. --- Thank you for your continued support and happy investing!

Improvements & Fixes: - Fixed a bug which prevented the Income Statements, Balance Sheets and Cash Flows charts from refreshing when viewing new ticker. New Languages: - Polish --- Thank you for your continued support and happy investing!

Improvements & Fixes: - Fixed an issue where imported transactions were always treated as buys. --- Thank you for your continued support and happy investing!

Improvements & Fixes: - Faster Data Loading – Smoother performance with background optimizations. - Refined Asset Details – Improved symbol data handling and API updates. - Performance Boosts – Optimized charts, transactions, revenues, and dividends. - UI Fixes – Better loading indicators and improved news header. - Bug Fixes – Resolved wallet calculator errors, dividend history crash, and other minor issues. --- Thank you for your continued support and happy investing!

Improvements & Fixes: - Improved the way multiple windows and sheets behave within the app for a more seamless experience. - Fixed add to cart button in detail windows. - Fixed an issue where example account groups could be created empty. --- Thank you for your continued support and happy investing!

- Fixed app crash and made general improvements

I’ve been hard at work making substantial improvements to your app experience. Here’s what’s new and improved: --- 1. Enhanced Transaction Features - Add Notes to Transactions: You can now add personal notes to individual transactions. - Cash Transfers & Deposits: You can now transfer cash between accounts and keep track of deposits and withdrawals more clearly. - Custom Exchange Rates: Easily override currency conversions with your own exchange rate whenever needed. - New ‘Add Transaction’ Options: It’s easier than ever to add new transactions, even directly from the symbols view. --- 2. Renaming & Simplified Management - Portfolio → Account Group: I’ve updated terminology to make it clearer how your holdings are organized. - Wallet → Account: The word “wallet” has been changed to “account” throughout the app, making it simpler to manage and understand your finances. - Auto-Refresh for Account Groups: Your Account Group now updates automatically every minute so you always see the latest data without manual refreshes. - Introduced new visuals for dividend history, realized profits, and commissions, making financial insights clearer. - Renamed "Key Stats" to better reflect account-related insights. --- 3. Improved CSV Importing - Retry Button: If importing fails, you can now easily retry without starting over. - Better Handling of Ticker Symbols: Incorrect or unknown ticker symbols imported from CSV are now managed more gracefully. --- 4. Stock Splits & Dividend Tracking - Upcoming Splits & Joins: Quickly see if any of your stocks are about to split or merge. --- 5. UI & UX Improvements - New Sheets & Views: Updated sheets make it simpler to add, edit, or categorize transactions. - Cleaner Notes & Labels: Transaction notes now appear with an improved style for better readability. - Keyboard & Navigation Fixes: I’ve addressed a few quirks with keyboards on iOS and improved how navigation behaves across different devices. --- 6. Bug Fixes - We’ve resolved various issues (including subscription flow, currency code collisions, and date handling) to make your experience smoother. - Account Group name updates correctly in the sidebar. - Wheel picker issues on iOS have been resolved. - Automatically remove stale cache from device when updating the app. - Resolved a decoding issue for missing fields in Income Statements and Balance Sheets, improving data accuracy. - Optimized news retrieval for large watchlists, improving performance and reliability. - Fixed "One-Time Offer" visibility issue, ensuring proper display when available. - Fixed Volatility statistics not updating when the timeframe was changed. - Fixed handling of GBp currency when calculating the account history. - Fixed update of Dividend History chart. - Replaced GBX with GBp. - Fixed Dividend Chart not showing proper currency when viewing asset denominated in GBp. --- I hope these improvements make it easier for you to manage and track your investments. If you have any feedback or run into any problems, please reach out to me using support link. Thank you for your continued support and happy investing!

Improvements: - Improved app stability and performance - Updated Privacy Policy

New Features: - Redeem Codes: Added support for redeeming codes directly in the app. - Trial Notifications: Scheduled notifications to remind users about trial ending. - Quick Examples Removal: Added an option to quickly remove example items. Improvements: - Investment Picker: Refined the style of the investment picker for a more polished look. - Symbol Details: Fixed the "no data" message when loading stock data. - Revamped Popup System: Improved the overall popup experience for better usability. - Transactions: Allowed transactions with a price of 0 to support stock splits and joins. - Error Messages: Updated the error messages for subscription purchases to be more user-friendly. - Watchlists: Reimplemented the "Add to Watchlist" popover for better usability. - Portfolios: Update style of "Update Portfolio" popover for better usability. - Onboarding Experience: Upgraded the onboarding process with enhanced design and flow. Other Updates: - Privacy Policy: The privacy policy has been updated to reflect the latest changes. - Addressed display issues in benchmark data and symbol charts. - Resolved various issues in stock data loading, portfolio value calculations, and widget refreshes. Thank you for using our app! If you encounter any issues or have feedback, feel free to reach out.

New Features: -Introduced a revamped navigation view on iPhone to better manage wallets and portfolios. Enhanced Charts: - Updated wallet and portfolio interfaces to incorporate improved bar charts. - Replaced bar charts with donut charts for ETFs and added a custom interactive legend for a superior user experience. Widget Improvements: - Optimized memory usage and revamped widget styles, with a specific focus on macOS. - Increased item visibility in the watchlist widget for macOS, while enhancing the portfolio value widget. - Refined widget refresh behavior to ensure proper updates when clearing the cache or refetching data. - Improved the layout of items in widgets to minimize unused space. Dividend and Portfolio Enhancements: - Excluded future dividends from historical charts for a clearer visual representation. - Adjusted dividend chart padding to optimize space and adapted compilation for watchOS compatibility. UI and Performance Updates: - Resolved alignment issues in Wallet Key Stats. - Enhanced loading logic for symbol details by removing unused parameters and adjusting annotation padding in the dividend chart. - Corrected Year-to-Date (YTD) range calculations in symbol details. - Added an option for returning users to skip onboarding. - Updated various styles and fixed minor issues. Other Updates: - Cleared URL cache from widgets to boost performance. - Improved numeric text transitions for better readability. - Fixed an issue where the Wallet was not updating after a transaction was moved to another wallet.

- Portfolio Calculation Performance: Greatly increased the speed of calculating historical values in portfolios for faster insights. - Enhanced Symbol History Chart: Improved chart visuals with hoverable markers and quote price annotations. - Updated Annotations and Style: Enhanced style across charts and annotations for better data clarity. - Portfolio and Wallet Visuals: Updated visuals for a cleaner, more intuitive display in Portfolio and Wallet views. - Investment Statements & Financial Charts: Enhanced charts for Balance Sheets, Cash Flows, and Main Symbol, with improved data handling and visual updates. - Optimized Currency and Elapsed Time Formatting: Improved currency handling and optimized elapsed time formatting across the app. - News Filtering: Fixed filtering issues in the Watchlist and improved stability. - Symbol Data Fixes: Corrected missing close prices for delisted companies and improved symbol information view spacing. - Chart and Data Performance: Tweaked build settings and performed quality improvements on tvOS and watchOS for smoother performance. - Miscellaneous UI Enhancements: Minor updates across Portfolio, Wallet, and accumulated dividend charts, and refined single-asset, category, and wallet views to show more data. - News Styling and Resilience: Updated news styling and added resilience improvements for more stable content loading. - Portfolio Widgets Update: Resolved issues with CloudKit synchronization for portfolio widgets. - Range Selection in Symbol Price Chart: Users can now select ranges within the symbol price chart for detailed analysis. - Other minor fixes and improvements.

- Enhanced portfolio calculations through improved cache performance. - Implemented an option to delete an entire position. - Revised all delete confirmation dialogs to provide more comprehensive descriptions of the actions being performed.