SmartFolio 6.2 shows what your dividends will bring, and what you keep. COMING UP - See your next dividends: each holding's next expected payment, estimated from last year's dates and shown after tax. Home shows the next one too. DIVIDEND TAX, EASY TO SET - If your dividends have no tax set yet, the Income screen offers to set it in one tap: one rate for everything, a rate for a single stock, or a rate for a whole account (for example 15% on US stocks in a TFSA, or 0% in an RRSP or IRA). YOUR CURRENCY FROM THE START - SmartFolio now starts in your phone's currency, like CAD in Canada or EUR in Europe. Change it any time on Home or in Settings. MORE MARKETS - Slovenian stocks such as Krka (KRKG) and NLB (NLBR) import with live prices from their Vienna listings. POLISH - Smaller fixes and refinements throughout.

SmartFolio 6.1 is our biggest update yet: effortless imports, all your accounts in one view, targets and rebalancing, and a look that's yours. IMPORT, START TO FINISH - Add your history and your holdings file side by side and import them together. They're matched account by account, so shares you held before the history starts get your broker's real book value. - Import them separately, in any order, and they still link up. Importing the same file again adds nothing twice. - Each account becomes its own portfolio (your TFSA, RRSP or crypto stay apart), or switch on One portfolio for all accounts. SmartFolio remembers where each account goes next time. - Only have a PDF or screenshot? Convert with AI copies a ready prompt and opens ChatGPT, Claude or Gemini in one tap. You get back a file to import. - Open a CSV or Excel file in SmartFolio straight from Files, Mail or a download. ALL PORTFOLIOS - See every portfolio added up: total value, today's change, each account's share, and dividends before and after tax. Tap any portfolio to open it. TARGETS AND REBALANCING - Give each holding a target, start from today's mix or equal weights, and see how far you've drifted. - Type an amount to see exactly what to buy with new money, without selling anything, or see the trades that bring you back on target. DIVIDEND TAX BY ACCOUNT - Give a portfolio its own dividend tax rate, for example 0% for an RRSP, IRA or Roth IRA, while your other accounts keep your default and stock rates. MAKE IT YOURS - Four color themes: Blue, Indigo, Ocean and Plum. Gains stay green and losses red in every one. - Choose which cards Home shows, the tab SmartFolio opens on and the range charts start on, all in one Customize screen. FIXES - Long names, big numbers and large text sizes no longer get cut off. - Wealthsimple imports handle warrants, non-resident tax, cash balances and Canadian ETFs written without .TO. - A stock page updates right away after a buy, sale, dividend or edit made from it. - Exported CSV files import back with every cash entry and reinvested dividend, and files saved on Windows import correctly. - Editing a cash entry keeps its sign, and erasing the sample data never touches a portfolio of your own.

SmartFolio 6.0 shows what your dividends leave you after tax, and makes the whole app cleaner and easier to get around. DIVIDEND TAX - Set a dividend tax rate for all your stocks, for example 25%, and a different rate for any single stock. - Income, returns, cash and reports show what you keep after tax. - Tax your broker already withheld stays exactly as recorded, and you can type the tax on any dividend. - Find it in Settings, on the Income screen, and in the ... menu on every stock page. STOCK PAGE - Scroll freely: a swipe on the chart always scrolls the page. Touch and hold the chart to see past prices. - Buy, sell and more sit right under the chart, and your position is easier to read. EASIER TO GET AROUND - Tap the tab you're on to go back to its first screen. - Stock pages from Markets open in place, so Back returns to your search. - Every import step has a close button, and a finished import takes you to your holdings. - Find your broker by name when importing. - Switch portfolios, add one or manage them from the portfolio menu. CLEANER SCREENS - A new Settings screen, plus our other apps: Kalend, Neighbr and ScrollCop. - Holdings has a sort menu and search, and less repetition everywhere. - The lock now hides everything on screen, including open sheets.

SmartFolio 5.2 makes the app steadier and the stock page easier to use. STABILITY - Fixed a crash that could happen when SmartFolio stayed open for a long time, or came back after a while in the background. - Deleting a portfolio or a transaction is safer while its screen closes. STOCK PAGE - A cleaner top: the price comes first and the chart sits right below it, with the name and ticker in the title bar. - Scrolling works wherever you start, including on the chart. Drag sideways on a chart to see the price on any day. - Headings stay readable while you scroll. ALSO - The same scroll fix on the Home chart. - Trade history no longer shows zero fees.

SmartFolio 5.1 makes your numbers safer and the app easier to use for everyone. SAFER DATA - Every edit and delete is checked against the rest of your history. You can no longer delete a buy, split or reinvested dividend that a later sale depends on, or back-date a sale that would leave a later one selling shares you no longer had. - Trades on the same day are always matched correctly, whatever time they were recorded. - Dividends recorded before a stock split now use the shares you held that day. - Backups keep the currency of every sale and dividend, older backups open again, and a restore can be undone. - Erasing the sample portfolio removes only the sample. Your own portfolios and settings stay. PRIVACY - With the lock on, SmartFolio now asks for Face ID every time it opens, not only when you come back to it, and hides your balances in the app switcher. - Turning the lock on checks Face ID or Touch ID first. EASIER TO READ - Full support for the largest text sizes: figures never break across lines, and rows and cards rearrange to fit. - VoiceOver users can explore the portfolio and price charts as audio graphs. POLISH - Prices refresh when you come back to the app. - Nasdaq stocks are labelled Nasdaq. - Reports shows a clear starting point before your first trade. - New portfolios are selected right away and keep their place in the list. - Smoother search with no "No results" flash while typing, and many smaller fixes.

SmartFolio 5.0 is the biggest update yet. IMPORT FROM YOUR BROKER - Bring in your full history or just today's holdings from 19 brokers, including Wealthsimple, Questrade, Interactive Brokers, Fidelity, Schwab and Robinhood, or from any CSV or Excel file. - Step-by-step export guides for each broker. - Convert any statement with AI: copy one prompt into the assistant you use and paste the reply back. - Check everything before it is saved. Unknown tickers get a one-tap fix, splits are added for you, and nothing is ever imported twice. YOUR HISTORY ON EVERY STOCK - Every buy, sale, dividend and split you have made in a stock, with the gain on each sale. - Your trades are marked on the price chart, with key stats, day and 52-week ranges, and free headlines for every stock. NEW REPORTS - Income: dividends and interest by month, year and stock, plus next year's expected dividends. - A monthly returns heatmap in Analytics. - Share a PDF report of any portfolio. A CLEANER APP - A new icon. - A brand-new sample portfolio: a real, anonymised eight-year history across two brokerages and a crypto account. - Your portfolio keeps its last known prices, so it still shows its value without a connection. - Search keyboards now close as soon as you scroll. - Every tile and card that looks tappable now opens its details, on Home, Holdings and Reports. FIXES - History charts are correct for stocks that split after you sold them. - Very small crypto amounts are no longer treated as zero. - Charts no longer show flat steps over weekends and holidays. - Switching portfolios quickly no longer shows the previous portfolio's chart or leaves prices missing. - The S&P 500 comparison loads reliably. - Faster price loading, and many smaller fixes throughout.

SmartFolio 4.1 A cleaner, clearer SmartFolio. Every screen has been reviewed and refined so the things you do most are easier to find and quicker to do. Easier to find - Record a dividend or a stock split from the new menu on the Holdings tab, from any stock page, or by pressing and holding a position. Splits are now one tap away instead of hidden. - Cash has its own button under your total on the Dashboard and in the Holdings menu. - Analytics is one tap from the Dashboard chart. - The Portfolio Review card now says what it opens, and each factor explains how it is scored. - Restore from a backup right away on a fresh install. Clearer - New first-run screen that explains what the app does, with a one-tap sample portfolio you can erase whenever you are ready. - Plain-language names everywhere: Profit by stock, partly sold, Your purchases, Which shares get sold. - Helpful empty states on Reports, History and Analytics instead of zeros and dashes. - Every form explains why Save is not ready yet, and numeric keyboards now have a Done button. - Settings are grouped by what you are trying to do, and the optional news key is clearly marked as optional. More polished - Text now follows your Dynamic Type size across the whole app. - Larger, more consistent buttons, pills and filters. - Tiles inside cards now read as one surface instead of stacked boxes. - Sparklines show the shape of the day instead of a flat line. - The stock chart no longer captures scrolling. Fixes - Analytics and the Dashboard now always show the same history and returns. - Dividends are entered and saved in the stock's own currency. - Lock screen names the unlock method your device actually uses. - Fractional share counts no longer lose decimals when using the stepper. - Face ID lock includes the required system permission text.

SmartFolio 4.0 Markets around the world - Follow stocks, ETFs, funds and indices on more than 30 exchanges: Toronto, New York, London, Frankfurt, Paris, Amsterdam, Zurich, Madrid, Milan, Stockholm, Copenhagen, Oslo, Tokyo, Hong Kong, Shanghai, Mumbai, Sydney, Singapore, Seoul, Taipei, Sao Paulo, Mexico City, Johannesburg and more. - World Markets on the Markets tab shows real index levels for the Americas, Europe and Asia-Pacific, with an open or closed indicator for each exchange. - Popular names for each market, one tap away. Your home market comes first and follows your display currency. - Search finds any listing on any exchange. Prices, charts and history show in the security's own currency, and London prices are shown in pounds, not pence. - Every total converts with live exchange rates. 28 display currencies, including Indian rupee, Australian dollar, yen, Swiss franc, Hong Kong and Singapore dollar, Mexican peso, Brazilian real and South African rand. - Recording a trade on a foreign listing now defaults to the right currency automatically. - All of this uses free market data. No subscription, no API key. Search that just works - Tap anywhere in the search field, on the Markets tab, in the watchlist and when adding a trade. The keyboard opens right away and Cancel takes you back. - Recent searches, your watchlist and a browse-by-market shortcut appear before you type. Better on every screen - Sparklines now show the shape of the day instead of a flat line. - Stock pages show the exchange, the trading currency and whether the market is open. - Index pages show levels without a currency symbol and skip the buy and sell buttons. - The portfolio review judges home bias against your own home market rather than assuming everyone is in the US. - Display currency has its own searchable screen in Settings. Plus everything from 3.5: cash tracking, an editable ledger, the ledger-seeded sample portfolio and the new app icon.

WHAT'S NEW IN 3.5 A cleaner app that answers the question you opened it for. Dashboard - Every range pill now shows your return for that period, so one row both picks the chart window and tells you how you did. - New P&L tiles: unrealized, realized, lifetime profit and cost basis, side by side. - Tap any slice of the allocation chart to read it. Slices use the same colour as the holding everywhere else in the app. - Switch display currency between CAD, USD, EUR and GBP right from the dashboard. Every figure converts instantly and the exchange rate is shown. Holdings - Each row now shows your total return on the position, with today's move one tap away. - Positions traded in another currency carry a small currency tag. - Long press a holding to buy more, sell or record a dividend. Markets - Opens on Explore: your holdings today, your watchlist, index ETFs, news and popular names in one feed. - A full watchlist screen with reorder and swipe to remove. - Search now finds ETFs, Canadian listings (VFV.TO, SHOP.TO) and crypto pairs, not just US stocks. Reports - A performance card with time weighted returns for every period, your all time high and distance from it. - Realized by stock: every stock you have ever sold, ranked, with a chart of your biggest winners and losers and a sale by sale breakdown. - Realized by year, closed positions and a full transaction ledger with filters. Accuracy - Period returns use the monthly Modified Dietz method with cash flows valued at the close, the same convention brokerages use, so a deposit never looks like a gain. - Stock splits are honoured throughout your price history. - Market prices are always shown in the security's own currency; totals are converted to your display currency. Design - Solid, quieter buttons and controls, precise numerals, calmer empty states and consistent tiles across every screen. - Tax lot language removed. This is a portfolio tracker, not a tax tool.

This release is about accuracy. If you hold anything outside your home currency, several numbers were wrong before, and they are right now. Multi currency, done properly Trades you entered by hand were always recorded in US dollars, which inflated the value of holdings priced in other currencies. Trades now record the currency the security actually trades in, detected automatically. Dividends, realized gains, allocation percentages and your tax report all convert correctly before they are added together, so every screen agrees. A stock detail screen now shows the same position value as your holdings list, and labels the native trading currency next to the price. Stock splits fixed If you had recorded a stock split, your growth chart showed a false cliff on the split date and everything based on it was wrong, including your all time high, your worst drawdown and your long term returns. Splits are now handled correctly and your history reads as one continuous line. Backups you can trust Backups did not store currency, so restoring your own backup could silently corrupt every holding that was not in US dollars. Backups now include it, and older backup files still restore. Built for iPad SmartFolio now has a real iPad layout instead of a stretched phone screen. Content sits at a comfortable reading width, charts and the allocation wheel scale up to use the space, grids show more columns, and tapping a holding no longer breaks the back gesture. Stability and privacy Fixed a crash that could occur when every position had been sold. Face ID lock no longer lets someone in when Face ID is unavailable or locked out, and now falls back to your passcode. Deleting a portfolio now deletes its transactions instead of leaving them on your device, and Erase All Data clears your settings and saved API key too. Everyday fixes Selling with Max now sells your entire position, including fractional shares and crypto. Number entry works in regions that use a comma as the decimal mark. When prices cannot be reached, the app now tells you and offers a retry instead of spinning forever. Scrolling and chart scrubbing are noticeably smoother. Thank you for using SmartFolio.

SmartFolio 3.1 Portfolio Review Get an honest read on how your portfolio is built. SmartFolio now scores your portfolio across six construction and risk factors, including how concentrated your largest position is, how well spread your holdings really are, sector balance, geographic mix, asset class structure, and how it has held up in past drops. The score reflects how you are invested, not how lucky you got recently, so a single winning bet no longer inflates your grade. Tap the review card on your dashboard to see the full report, with a clear breakdown of every factor and a plain language explanation of each. Suggestions worth acting on Along with the score you now get prioritized, plain language suggestions tailored to your holdings. See when one stock has grown too large, when two funds track the same index, when you are heavily tilted to one country or sector, and when you have losses you could harvest for tax or gains approaching long term rates. Each suggestion tells you why it matters and links straight to the holding or fund so you can act. Multi currency portfolios SmartFolio now handles portfolios that mix currencies. Hold Canadian, US, and other listed securities together and see one coherent total, with live exchange rates converting every holding into your base currency. Each holding keeps its own return, and prices update in real time. Refinements The stock detail screen now shows a single clean price that follows your finger as you scrub the chart. Various speed, layout, and accessibility improvements throughout. Thank you for using SmartFolio.

Here are the App Store "What's New" notes for version 3.0, in plain text with no emojis or special characters. SmartFolio 3.0 This is our biggest update yet. We rebuilt SmartFolio from the ground up into a true command center for your portfolio. New Dashboard Open the app and see everything that matters at a glance. Your total value, how much you are up or down today, and a clean trend chart you can move through across one week, one month, year to date, one year, and all time. Performance History SmartFolio now reconstructs your full performance over time from your transactions, so you can finally see how your portfolio has grown, your best and worst stretches, and how far you are from your all time high. Insights in Plain Language The app now tells you what changed and what to consider, in clear everyday words. Your biggest mover today, new milestones, concentration warnings, dividend income, and tax saving opportunities are surfaced for you automatically. Allocation and Portfolio Health See how your money is split across holdings, sectors, asset classes, and regions. A new health score rates your diversification, concentration, balance, and resilience, with a simple explanation for each. Smarter Holdings Every position now shows its move today and its share of your portfolio. Tap any holding for a redesigned detail screen with an interactive chart you can scrub, full tax lot tracking, and one tap to buy or sell. Better Reports and Taxes A cleaner reports screen leads with what matters, including harvestable losses that could offset your gains. Set your own tax bracket for honest estimates, review long term and short term gains, browse your full transaction history, and export a tax report. Personalized Markets Markets now opens with your own holdings and how they are doing today, alongside market movers, search, news, and your watchlist. Faster, Cleaner, and More Accessible A calmer modern design, smooth animations, quick loading states, and full support for VoiceOver and larger text. Thank you for using SmartFolio. Want me to save this as a file in the repo (for example WHATS_NEW.md or release-notes-3.0.txt) and push it, or trim it to a shorter version for the App Store What's New box?

- Live stock quotes and search powered by Yahoo Finance - Faster data loading with intelligent caching - Improved market indices with real-time prices - Optional Finnhub API key for market news (Settings) - Performance and reliability improvements