• Performance by period: pick 3M, year to date, 12M or all time and see your return in % and in money, excluding your contributions. Now you can compare categories and sources of different sizes. • Cash is left out of Performance by default; you can include it in Settings. • Sources: a new half-donut by category; tap one to see its sources. Plus stacked bars with month-end values and a returns heat map. • Merge sources: combine several into one, adding up their values month by month. • Fix: with Premium active, Charts no longer stays stuck on the purchase screen.

• New: Settings › Send Feedback. Write to me right from the app (add your email only if you'd like a reply); I read every message myself. • Now and then, after a check-in, the app asks whether you're enjoying it. If something isn't working for you, you can tell me right there. • "Rate on the App Store" in Settings now opens the review page directly. • Translation fixes: tabs, settings, onboarding and the purchase screen now appear in your language (in Spanish some tabs showed internal identifiers).

Optimized for iPhone Duo. • Open it and your portfolio sits on one half and the chart on the other, split right on the fold. Sources and Journal put the list on one half and the detail on the other. • Quick Update opens on the portfolio half, so the chart stays in view while you type, and what you typed is kept if you fold or unfold. • Tabletop mode: half fold it like a laptop and the chart stands above the fold, with period, chart and filter controls on the lower half. • If you turn off renewal of your subscription, the app now asks you once, optionally, why. Your answer goes as an email you can read and edit before sending; the app sends nothing on its own.

Fixes the monthly check-in opened from the Journal: the sources list now shows that month's updates instead of the previous month's.

Fixes the monthly summary when you close the check-in on the last day of the month: the ending value now includes that day's updates instead of repeating the starting value.

Fixes a crash on iOS 27 when opening Goals or the category charts from the Dashboard.

Ready for iPhone Duo. On the outer screen the app keeps the phone layout with the new iOS 27 side tab bar; on the inner screen Sources and Journal show the list and the detail side by side, Charts gain a sidebar with taller, wider plots, and your place is kept when you open or close the phone. Quick Update opens in a side panel next to your dashboard where there is room, and as a sheet when there is not. • Built for iOS 27 with the new Liquid Glass tab bar and toolbars. • Face ID, Touch ID or Optic ID: App Lock and balance privacy use whichever biometrics your device has, with the matching name and icon. • No ads, no analytics, no tracking SDKs: they are gone from the app. • Layout adapts to any window size, Split View and Stage Manager. • Bug fixes and performance improvements.

• Widget now updates right after you save a check-in — no need to open the app • Stability and measurement improvements

• Faster start: adding a source now saves today's value as your first check-in • Skipped the value? The check-in screen opens automatically • Quick Update now guides you to create your first source • Minor fixes and improvements

• Redesigned interactive charts: visible chart switcher, smooth pinch zoom and a custom date-range minimap • New share cards: dark & light themes, percentages-only privacy mode and story format • Interactive widget and Siri shortcuts • Scheduled automatic backups to iCloud Drive • Face ID lock and hidden balances • Goal projections and smart insights

What's New in 1.5.0: • More reliable iCloud sync across your devices • Smoother charts that fill the gaps between entries — with a heads-up when real data is missing so you can add it • Share a beautiful monthly summary of your portfolio • Import preview: see exactly what will be added or updated before you import • Full backup: export and import everything (goals, contributions, journal) as JSON

• Update from a screenshot: share a capture of your bank app — the balance is recognized on-device, nothing leaves your phone • Siri & Shortcuts in your language: "Log my account balance" records a value without opening the app • Charts, rebuilt: native sidebar on iPad, smarter KPIs per chart, and a share button that renders beautiful images • Fixed charts not responding to taps on iPad and the Rolling 12M period filter • Performance improvements and bug fixes • Fixed rare crashes during iCloud sync

• Quick Update from anywhere: share a value to Portfolio Journal from any app (or copy it) and log your portfolio without switching apps • Redesigned Charts experience on iPad, now with pinch-to-zoom • Value labels on all line charts • Monthly contributions and allocation targets now sync across your devices via iCloud • Track the contribution of each snapshot separately • Performance improvements and bug fixes

New charts, quick updates and portfolio insights: • Quick Update — add snapshots to all your sources at once from the Dashboard • Portfolio Insights — smart observations about your portfolio (streak, gains, milestones, forecasts) • 3 new Premium charts: Compare Sources, What If Simulator, Period vs Period • Monthly contribution — set a default contribution per source, apply retroactively • Streak badge — see your consecutive months tracking streak on the Dashboard • Smarter notifications — check-in reminders skip months you have already completed; milestone alerts when your portfolio crosses round numbers • Bug fixes and performance improvements

Native iPad support and new portfolio tools: • iPad — full native experience with split-view navigation, optimised layouts for Dashboard, Sources, Charts and Journal • Goal archiving — archive completed goals to keep your list focused • Category management — create, edit and customise your investment categories from Settings • Year-over-year chart — compare your portfolio value across multiple years at a glance (Premium) • Flexible CSV import — map any column format to import data from any broker • Bug fixes and performance improvements

iCloud sync and source management improvements: • iCloud sync — your data now syncs reliably across all your Apple devices • Source search — quickly find any source by name • Category filters — filter your sources by asset category • Bug fixes and performance improvements

Smarter onboarding and monthly reminders: • Redesigned first-run experience — a single clear action to add your first investment, no setup friction • Monthly reminders — optional notifications so you never forget your monthly portfolio update • Charts preview — free users now see which charts are available before upgrading • Improved paywall — a live portfolio chart preview shows what full access looks like • Clearer source setup — added a short description when creating your first investment source

iCloud Sync improvements: • Data now syncs instantly when switching between Apple devices • New device detection: the app now detects existing iCloud data before onboarding, so you never start from scratch on a new phone • Fixed cases where updates made on another device weren't reflected correctly • General stability improvements and bug fixes

New languages: French, German, Italian, Portuguese (Brazil), and Japanese Faster monthly updates with pre-filled values in Batch Update Cleaner portfolio charts with improved date labels and gridlines Better snapshot editing and decimal input accuracy Performance improvements and bug fixes

Metadata app improvements

This update makes Portfolio Journal faster, smarter and more powerful for long-term investors. • Update Everything at Once – refresh all your accounts in a single tap • Smarter Charts – unified filters, cleaner visuals and stacked allocation over time • Monthly Highlights – instantly see your best and worst performers with real money impact • Share Beautiful Cards – export portfolio and monthly review summaries • Smart Clipboard – quickly add values copied from your banking apps

- Monthly check‑ins now close correctly and compare the two most recent check‑ins for portfolio change. - Improved currency input handling for EUR/locale formats (dot vs comma) in check‑ins and edits. - Fixed source deletion from both list and detail views. - Category list now hides empty categories and avoids duplicates. - Added AdMob consent flow with privacy options, non‑personalized ads fallback, and proper ad gating.