• Merge the same stock across brokers — hold AAPL at two brokers? In Holdings, choose Group By › Symbol (Merged) to see it as one position: total shares, average cost, combined value and P&L, and its true share of your portfolio. Tap it to see each broker's part; buying and selling still happen per broker. • Top Holdings on the dashboard now counts a stock held at several brokers as one position, so its real size isn't split across rows. • Allocation badges no longer break onto two lines in narrow rows. • Bug fixes and performance improvements.

• Daily returns calendar fixes — days could go missing from the calendar on every device if you use FolioX on more than one device. Two causes are fixed: devices tidying up the same day could each remove the other's copy, and a day deleted on one device could never be rebuilt. Days that went missing this way are restored automatically after you update. • "Delete This Day" has been removed from the trend view — FolioX now rebuilds past days from historical prices on its own, so a manual delete is no longer needed. • Shanghai silver (Ag(T+D)) fixed — its price is quoted per kilogram but was read as per gram, so silver holdings showed 1000× their value. Prices are now per gram, and silver purchases saved at the per-kilogram price are corrected automatically. • Bug fixes and performance improvements.

• Faster trades from a holding — on iOS 27, Add Position and Reduce Position now sit right in the toolbar of a holding's page instead of behind a menu. Recording dividends, syncing dividends and setting a nickname are in the "…" menu. • Toolbar buttons across the app now carry proper titles, so they read correctly with VoiceOver and in overflow menus. • Bug fixes and performance improvements.

• Mutual funds no longer show yesterday's return as today's — a fund's NAV is published hours after the close, and until then FolioX used to carry the previous day's change into "Today". From the open until the day's NAV posts, those holdings now read "NAV pending" and contribute no change; Today's P&L, Movers and the widget only count holdings with a real daily figure. • Fixed the profit trend after switching base currency — the chart's cumulative profit converted each day's purchases with the rates frozen when the day was recorded, not with your new base currency, so a $5,300 profit could read as ¥130,000 in CNY. Purchases now convert into the currency you're viewing, online or offline. • Stablecoin and offshore-yuan cost bases (USDT, USDC, CNH, RMB) now convert like their pegged currency instead of being counted at face value. • Bug fixes and performance improvements.

• Fixed wildly swinging totals on pull-to-refresh — when the market-data service returned an incomplete set of prices, the affected holdings fell back to their cost basis, which erased their gains from your total and could flip it from green to deep red. Prices that don't arrive now keep their last known value. • Exchange rates survive a dropped connection — if a rate lookup fails, FolioX now reuses the last rates it fetched instead of counting foreign holdings at face value, which used to inflate totals for JPY, CNY and HKD positions. • Your daily history and the home-screen widget only record a value once every holding has a real quote, so an incomplete refresh can no longer leave a wrong number behind. • Bug fixes and performance improvements.

• Fixed "Reduce Position" in the holdings list — long-pressing a holding and choosing Reduce Position opened the Add Position sheet instead, so a sale could be recorded as a purchase. It now always opens the sheet you picked. • Quick trades started from the holdings list and from a holding's detail page now behave identically. • Bug fixes and performance improvements.

• Precious metals — track gold and silver right alongside your stocks and crypto. Search "gold", "silver", 黄金 or ゴールド to add a position. • Four spot symbols supported — London Gold and Silver (XAU/XAG, USD per troy ounce) plus Shanghai Gold Exchange deferred contracts Au(T+D) and Ag(T+D) (CNY per gram). • Grams or troy ounces — enter weight and cost in whichever unit you actually bought in. Switching units re-converts what you've already typed, and the position is stored so market value always lines up with the live spot quote. • Metals get their own gold accent in the holdings list and allocation chart. • Bug fixes and performance improvements.

• Fixed a crash that could occur when opening the portfolio trend page. • Hardened every chart — trend, allocation and dividend charts now gracefully handle unusual data instead of crashing. • Bug fixes and performance improvements.

• Pre- & after-hours prices for US stocks — your holdings list and detail pages now show the latest extended-hours price and change, labeled Pre-Market or After Hours. • Visible when it matters — the after-hours close stays on screen overnight, so you can check it during Asian daytime hours long after Wall Street closes. • Honest numbers — extended-hours moves are shown separately; your market value, daily P&L and totals stay anchored to the regular session. • Bug fixes and performance improvements.

• Total return at a glance — set each account's initial capital and the dashboard shows your total return against it, with a per-account breakdown in Accounts. • Redesigned dashboard metrics — Today's P&L, Realized P&L, Total Return and Today's Movers are all visible at once in a clean grid. No more swiping through pages. • Nicknames & notes — give any holding a custom nickname (the ticker stays untouched) and jot down investment notes right on the holding page. • Safer deletes — deleting a transaction, account or your data now always asks for confirmation first. • What's New — after each update, a quick summary of new features; the full history lives in Settings. • Bug fixes and performance improvements.

• Swipe to delete transactions — on the All Transactions screen, swipe left on any transaction to remove it, just like in Holdings. • Cleaner transaction history — fixed an issue where deleting a transaction from a holding could leave a stray "orphan" transaction behind; any leftover orphans can now be removed too. • Bug fixes and performance improvements.

• Weekends in the trend calendar — Saturdays and Sundays no longer show a gain or loss. Markets are closed on weekends, so any movement now rolls into the next trading day instead of appearing as a misleading daily change. • Bug fixes and performance improvements.

• 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.