Fixed an iCloud sync issue where renaming a platform on one device could leave duplicate old and new funds on another device. Fund history, current data, and cash-fund links now stay attached through platform and ticker renames.

Patch release for portfolio accuracy and fund-entry workflow. - SELL recommendations now stay blocked while the current position is below its open cost basis, even if prior realized gains exist. - New entries preserve repaired fund-size history instead of rebaselining after Harvest/Accumulate mode changes. - Refined new-fund table defaults and made the Take Action dialog ticker easier to read. - Platform summary pages now include Add Fund, prefilled with the selected platform.

New in 1.2.8: - Faster launch on Mac, especially when iCloud is still syncing a larger portfolio. - New animated loading experience with clearer sync and progress feedback. - On iOS, entry tables now scroll horizontally so you can review more data on smaller screens. - Settings now shows the EscapeMint app icon correctly. - General polish and reliability improvements.

- Edit anything before you save. The guided Add Entry wizard's Review & Save step is now fully editable — tweak any field on the way out without backing up through the wizard. - Recommendation card now clears the moment you save an entry, so you never act on stale guidance. - More honest about failures: if iCloud Drive or your local disk can't write your data, the app now tells you instead of silently dropping the change. DCA permission errors are surfaced clearly, and TSV imports/exports now handle unicode tickers correctly. - EscapeMint is now open source — github.com/atomantic/EscapeMint-Swift

Guided Add-Entry wizard: • Brand-new three-step flow — answer one question at a time to record a buy, sell, deposit, or withdrawal. • "Exited position" toggle zeroes out equity and closes the cycle with one tap when you sell everything. • Review & Save page is now fully editable — tweak the date, action, amount, or equity values before you commit. • Optional details (dividend, margin, interest, shares) are right there on the same page. Faster & smoother: • Recommendation cards now clear instantly after saving — no more 1–2 second lag. • Allocation pie charts hide cleanly when a platform filter has no active funds. iCloud fixes: • Fresh installs on a new device now pull your data down correctly. • Sync resumes properly after the device sleeps. Misc: • Export Backup no longer shows a white screen on first tap.

- New guided Add-Entry wizard: answer one question at a time to log a buy/sell/deposit, with a live DCA recommendation computed from the equity you just reported. Advanced single-form entry is still available under Settings. - Dashboard platform filter now also updates the aggregate metrics widgets — filter to a single platform and all cards recompute to match. - Fixed allocation pie charts rendering empty segments when the active filter matched no funds. - Faster form submits and quicker app launches.

Performance improvements across the board: • Saving a new entry now completes in a single background pass (was two) • Launch is noticeably faster — portfolio metrics compute once at startup instead of three times • Dashboard stops re-grouping summaries on every scroll or keystroke • Editing one fund no longer recomputes every other fund in your portfolio

Bug Fixes: - Cash funds no longer show a false "deposit cash" alert when the dependent trading fund already has enough margin available to cover its next DCA buy.

New in 1.2.2: - DCA recommendations now account for margin positions and borrowing costs - Stock fund recommendations respect market trading day schedules - Dollar amounts configurable as whole dollars or cents per fund Bug Fixes: - Fixed hang on first launch when iCloud is initializing on a new device

New Features: - Light/Dark/System appearance toggle in Settings - Face ID / Touch ID authentication with passcode fallback - DCA reminder notifications with customizable intervals - Live price integration (CoinGecko for crypto, Yahoo Finance for stocks) - Home screen widgets showing portfolio value and fund summaries - Spotlight search — find funds from your home screen - Formula input fields — type expressions like =500+459.55 - Advanced tools: recalculate fund metrics and interpolate missing data - Cash fund auto-creation when setting up a new platform - Info tip icons on all DCA configuration fields - macOS Settings (Cmd+,) and keyboard shortcuts (Cmd+N, Cmd+R) Bug Fixes: - Fixed crash on launch caused by entitlement configuration - Fixed DCA notification taps not navigating to the correct fund - Dashboard chart performance improved ~60x - All animations now respect Reduce Motion accessibility preference - Enhanced data protection for fund files - Improved error handling — file operations no longer silently fail - Memory pressure handling for chart caches

- Updated screenshots showcasing charts and fund detail views - Performance and stability improvements

- Improved create fund form with labeled DCA fields, info tips, and auto-category suggestions - Auto-creates platform cash fund when creating a new investment fund - Smart actionable alerts: cash fund shows "deposit cash" when empty, blocking investment recommendations - Dashboard hides empty metrics/charts when no transaction data exists - Fixed iCloud data recovery after system restart - Fixed floating point precision in fund size calculations - Fixed fund deletion navigation on iOS - Improved layout and padding across all iOS views - Added build number to Settings version display