A clearer picture, from the first balance. • Pick up setup where you left off, with your unfinished entries saved on this device. Goals and birth year are now optional. • Find older or undated manual valuations in the new balance check, and open each holding to review its records. • Connect supported investments to market prices with a clear before-and-after review. You choose whether to apply the value, and earlier manual valuations remain available. • Get clearer guidance on Wealth Age and the history needed for a full result. • Keep financial details out of the app-switcher preview with a new privacy cover.

Improved stability when leaving and reopening WealthMap, with more reliable handling of background iCloud activity.

Your wealth, with more perspective. We've refined the features you use most and added investment income tracking. • A richer Briefing: explore recorded balance changes, the details behind them and useful next steps. • Wealth Age and Portfolio Health: follow your progress and see which records need attention. • Better planning: explore FIRE scenarios, future wealth and goal progress with clearer assumptions. • Easier asset management: review property valuations, compare holdings and track debts and payments. • New investment income tracking: record dividends, interest and rent, with received payments kept separate from expected income. • Redesigned widgets: keep your net worth, Wealth Age and chosen goal close at hand. • Everyday improvements: refined cash flow, recurring activity, reminders, reports and document management. We've also improved iCloud sync and fixed keyboard issues that could make form buttons difficult to reach on iPhone and iPad.

Welcome to WealthMap 2.0. A new look, a clearer view of your wealth. • A redesigned dashboard Follow your net worth with clearer charts, a more prominent Wealth Age card, and organised summaries of your balance and portfolio. • A clearer path to financial independence Explore the refreshed FIRE planner, compare scenarios, and see how your savings and pension access fit into your retirement plans. • A more useful Briefing Review recorded changes, explore focused questions, and open the records behind the insights. • Easier asset management Refreshed asset lists, details, and add and edit screens make your portfolio easier to navigate. • A more considered everyday experience New onboarding, redesigned Settings, refreshed widgets, and a new app icon bring the experience together. • Updated for iOS 27 Plus improvements to currency handling, widget updates, and navigation from Siri, Shortcuts and Spotlight. Thank you for using WealthMap.

Fresh look! WealthMap has a bold new app icon — easier to spot on your home screen and in the App Store. We've also made small improvements behind the scenes. Thanks for using WealthMap.

v1.8.4 — Reliability & Accuracy This update restores live data across the app and sharpens the numbers behind it: • Property market index now loads reliably again — including Spain's regional indices (Madrid, Cataluña and more), Germany, and the rest of the Eurozone • More dependable live currency conversion for multi-currency portfolios • Capital Gains Tax warnings now offset losses against gains, instead of flagging on gross gains alone • Long-term net worth projections now credit paying down a mortgage or loan properly, better reflecting what happens as you clear debt • Wealth Score's growth rating is now annualized, so it's judged consistently whether you've tracked for two weeks or two years Thanks for using WealthMap.

v1.8.3 — Stability & Import Fixes This update fixes a rare crash on launch and makes broker import more accurate: • Fixed a startup crash affecting some devices • Corrected cost basis and gain/loss for imported broker positions • Broker CSV files in more encodings — including European exports with accented names — now import correctly • Performance improvements under the hood Thanks for using WealthMap.

v1.8.2 — Broker CSV Import IMPORT FROM YOUR BROKER Bring in your investment holdings directly from DEGIRO, Trading 212, Interactive Brokers, Coinbase, Sharesight, and more. WealthMap auto-detects your broker's export format, aggregates your positions, and shows a full preview before adding anything to your portfolio. Your data is parsed on-device — no cloud, no third-party servers. To import: Settings → Data Management → Import from Broker.

Bug fix release. • Fixed a crash that could occur when viewing the Properties vs Market comparison screen. Everything else introduced in v1.8 — property index benchmarking, Cash Flow view, regional UK/US/Spain/Norway/Australia indexes — is unchanged.

Property intelligence just got sharper — and a new Cash Flow view shows exactly where your money goes. PROPERTY INDEX — CITY & REGION LEVEL • UK: benchmark by region (London, South East, Scotland, Wales…) and by property type — detached, semi-detached, terraced, or flat • US: 20 metro areas via Case-Shiller (New York, Los Angeles, Miami, Chicago and more) • Spain: 9 autonomous communities via INE (Madrid, Cataluña, Andalucía…) • Norway: Oslo, Bergen, Trondheim, Stavanger, Nord-Norge and 6 more regions • Australia: 8 capital cities via ABS (Sydney, Melbourne, Brisbane, Perth, Adelaide and more) • Denmark: national index added via DST • Netherlands & Sweden: national index added NEW IN EVERY PROPERTY CARD • Sparkline chart — see your local market's trend from the day you bought • Real vs Nominal toggle — view growth adjusted for inflation (World Bank CPI) • "Next update" date — always know when fresh data arrives COMPARE YOUR PROPERTIES New "Properties vs Market" view ranks all your tracked properties by how much they've outperformed (or underperformed) their index. CASH FLOW & SAVINGS CAPACITY New dashboard card shows Income / Expenses / Investing / Net per month with your savings rate. One tap syncs your recurring transactions straight into the FIRE calculator. WEALTH REPORT — FINANCIAL ADVISOR READY The PDF export now includes your Wealth Age breakdown, FIRE projections, financial goals and monthly cash flow — everything a financial advisor needs in one document.

v1.7 — Property Index, FIRE What-If & Wealth Age Widget NATIONAL PROPERTY INDEX Track how your property's value has moved against official national indices across 40+ countries. Powered by ECB, UK Land Registry, FRED, OECD, and BIS data — no third-party subscriptions required. Toggle it on per property asset. FIRE WHAT-IF SLIDER Drag the monthly savings slider in the FIRE Calculator and watch your retirement date update in real time. See exactly what saving an extra €200/month means for your FIRE year — before you commit. WEALTH AGE WIDGET Add WealthMap to your home screen or lock screen. The new Wealth Age widget shows your score and whether you're building wealth faster than peers — at a glance. MONTHLY CASH FLOW See your monthly income, expenses, investing spend, and net savings in one view. One-tap sync to the FIRE Calculator. ALSO IN v1.7 • Liability payoff dates shown on each debt card • 6-month Wealth Age projection below the chart • Milestone badges for +5y and +10y ahead • Pension assets now support ticker search (including Morningstar IDs) • Wealth Age now activates after 14 days — no more waiting • Value history records your previous value as a baseline when logging a new one • Net worth chart time axis adapts to your actual data range • Layout and display fixes on all iPhone sizes

ETFs, Mutual Funds & Pension Tickers • ETF category — Track your index funds separately from individual stocks, with live prices, allocation chart, and capital gains tracking • Mutual Fund category — Full support including live NAV prices via ticker (works with standard tickers like VTSAX and Morningstar IDs used by European/Norwegian funds like 0P0000TJ54) • Pension live prices — Add an optional ticker to any pension asset to track fund performance over time • Correct labels and colours throughout: ETFs in blue, Mutual Funds in teal — both appear in allocation charts, projections, PDF reports, and Spotlight search.

Wealth Age × FIRE: your Wealth Age breakdown now shows your projected FIRE age at current pace — connecting how fast you're building wealth to when you'll reach financial independence. Smarter Wealth Age: savings momentum is now a scored dimension. Liquidity thresholds adjust for your life stage (under 35 or 55+). AI Insights now factors in your savings rate, retirement target, and goals — making analysis more specific to your situation. Analysis history saves your last 3 portfolio grades so you can track progress over time. Fixes: Wealth Age chart direction indicators, London Stock Exchange stock prices (GBX pence → GBP pounds), iCloud Settings sync for Wealth Age data.

Wealth Age & Your Financial Journey Discover your Wealth Age — a weekly score that shows whether you're building wealth faster or slower than your peers, based on real benchmark data from the Fed, ECB, and ONS. What's new: • Wealth Age — 5-dimension score with peer benchmarks and weekly streak • Goals & milestone celebrations with visual progress rings • Net worth projections — bear, base, and bull across 1, 3, 5, and 10 years • Weekly Wrap — your portfolio week in one personal summary • Redesigned home screen widgets with sparkline trend chart • Recurring transactions tracked automatically Bug fixes & improvements: • Currency switching now updates all views instantly • Performance improvements and stability fixes

Improved iCloud Sync Sync errors now show clear, helpful messages instead of technical codes. Sync status recovers faster when your connection returns. Deep Links Added support for App Store event deep links — tap events to jump straight into the app. Under the Hood Security and stability improvements.

This one's packed. Here's everything new in WealthMap 1.3: ON-DEVICE AI PORTFOLIO ANALYSIS Your portfolio now gets a professional-grade AI analysis — powered entirely by Apple Intelligence, running on your device. No servers, no API keys, no data leaves your phone. You'll get a written summary referencing your actual holdings and numbers, a health grade (Strong/Solid/Mixed/Weak), focused observations on diversification, risk, and opportunity, plus a key risk callout. Available on iPhone 16 and later with iOS 26. Completely invisible on older devices — no crashes, no degraded experience. WEALTH SCORE BREAKDOWN The Wealth Score you know from the dashboard now has a full breakdown in Portfolio Intelligence. See your score out of 100 with five component bars — diversification, liquidity, debt ratio, growth, and tracking freshness — plus a callout highlighting your weakest area so you know exactly where to improve. SIRI SHORTCUTS Ask Siri "What's my net worth in WealthMap?" and get an instant spoken answer without opening the app. Say "Show my assets in WealthMap" to jump to your portfolio, or "Show Apple in WealthMap" to open a specific asset. Shortcuts also appear in the Shortcuts app. ASSET COMPARISON Compare the performance of 2-3 assets side by side. See normalised percentage returns overlaid on one chart with interactive crosshairs and a summary card. Great for checking how your Bitcoin stacks up against your S&P 500 ETF. SPOTLIGHT SEARCH Find any asset or liability instantly from your Home Screen. Pull down and type — your stocks, crypto, property, mortgages, and more all appear in iOS search results. Tap a result to jump straight to its detail view. iCLOUD SYNC Your portfolio now syncs across all your devices automatically. Real sync status in the toolbar, detailed timestamps in Settings, and structured error messages if anything goes wrong. Add an asset on your iPhone, see it on your iPad. PROFESSIONAL PDF REPORTS Export a comprehensive, multi-page wealth report designed for insurance companies, financial assessors, or your own records. Executive summary, net worth trend chart, allocation pie chart, grouped asset detail, liability breakdown with payoff progress, document inventory with thumbnails, and Wealth Score breakdown. MORTGAGE CALCULATOR Enter your balance, interest rate, and monthly payment on any liability — WealthMap generates a full amortization schedule showing principal vs. interest split for every payment, estimated payoff date, and total interest cost. PREMIUM ANIMATIONS Smooth zoom transitions when opening assets, numeric text transitions on currency values throughout the app, and a refreshed splash screen with rotating taglines. SMART NUDGES Contextual tips appear at the right moment — set up price alerts after adding ticker assets, explore your Wealth Score after a week of use, and try the What-If simulator on liability details. Each shown once, never annoying. Plus: onboarding refresh with two new feature pages, re-engagement reminders, widget setup prompt, lightweight privacy-first analytics, and numerous bug fixes.

This is a big one. Here's everything new in WealthMap 1.2: CUSTOMISABLE HOME SCREEN WIDGET Your net worth, right on your Home Screen. Long-press the widget to choose what you see — Net Worth, Assets Only, or Liabilities Only — and pick a change period: This Week, This Month, YTD, or All Time. Redesigned with a dark theme, proportional assets/liabilities bar, and a "last updated" timestamp so you always know how fresh your data is. BACKGROUND PRICE UPDATES Prices now update automatically in the background — no need to open the app. Stock and crypto prices refresh roughly every hour, and the widget picks up new data every 15 minutes. Leaving the app pushes the latest prices to your widget immediately. WEALTH SCORE A new 0–100 portfolio health score on your dashboard. It measures diversification, liquidity, debt ratio, growth trend, and how up-to-date your tracking is — all at a glance. DAILY INSIGHTS A personalised briefing that adapts to the time of day. See overnight changes, your biggest movers, milestones you've crossed, and alerts for stale valuations or high-interest debt. TIME MACHINE See where you were a year ago. Compare your past net worth, track your year-over-year growth, and see which asset performed best. ACCURATE PRICE CHARTS Charts now show a full year of historical data sourced directly from market exchanges. Gold, stocks, and crypto all use their proper data sources for reliable performance figures. ALSO NEW • Real company logos and crypto icons on all assets • Track gains and losses over 1W, 1M, 3M, 6M, YTD, or 1Y • Log valuations over time for property, cash, and other manual assets • Principal vs. interest breakdown on mortgage payments • Attach documents and photos to any asset • Redesigned empty states with quick-add shortcuts • Premium haptic feedback throughout the app • Higher-frequency net worth snapshots for smoother charts Plus numerous bug fixes and stability improvements.

Bug Fixes & Improvements • Fixed currency conversion in widget, Dashboard allocation, and Assets tab — totals now correctly convert to your base currency • Fixed iCloud sync not working for some users • Crypto assets now show a generic icon instead of the Bitcoin symbol