Reliable Brokerage Sync (Premium) Fixed an issue where syncing a brokerage with a larger portfolio could fail to refresh. Linking and re-syncing now work smoothly no matter how many holdings you have. Dividend figures fill in automatically a few seconds after each sync.

This update brings smarter subscription tracking, more reliable bank syncing, and a long list of polish. • Subscriptions now flip from "Due soon" to "Paid" the moment your real payment lands, and overdue bills show a clear badge. • Fixed a rare bug where recently-synced bank transactions could disappear after backgrounding the app. • Ask Wealthly questions about your spending now return accurate totals. • Cash Flow math is cleaner no more duplicate counts or category misclassifications. • Connected Accounts now shows your paused connections clearly, with a one-tap option to resubscribe. • Weekly Recap lets you browse the past three weeks at a glance. • Net Worth chart returns with 1M, 3M, 6M, YTD, 1Y, and All time ranges. Plus a long list of small refinements throughout.

Wealthly 2.2 — link your brokerage, modernized Subscriptions, cleaner everywhere. • Connect to Brokerages & Banks — Link Fidelity, Schwab, Robinhood, and 12,000+ more. Holdings, lots, and transaction history sync automatically. Banks stay on Plaid; brokerages now have a dedicated, more reliable path. (Premium) • Modernized Subscriptions — Per-merchant brand logos, a 6-month spend trend on the summary card, swipe-to-cancel on any row, and the Due Later section now groups by month so upcoming charges are easier to scan. • Cleaner Merchant Names — Plaid's messy strings ("TD AUTO FINANCE WEB PAY 0001104537313 WEB ID:…", "AMC 01519 Northpark 15") now collapse to clean brand names across Transactions, Subscriptions, and Insights. • Subscriptions Calendar Fix — Recurring charges that appeared multiple times on the same day in the Calendar view now correctly show as a single event per subscription. • Net Worth Transparency — Period change now distinguishes real market growth from money you contributed. A small badge on the chart shows your inflows so a deposit doesn't look like a win. • Retirement Plan Auto-Refresh — Your current savings stay in sync with your actual account balances. Open Retirement and the projection reflects your real position. Manual overrides are still respected. • Portfolio Polish — Synced brokerage holdings tag broker-reported values when live prices aren't available, account rows align consistently across Net Worth, and the Portfolio "Create New" sheet is properly balanced. • Cleaner Toolbar — The Transactions toolbar is now four buttons instead of five. Export folded into the + menu; search and filter stay one tap away. • Polish & Fixes — Smarter Ask Wealthly projections, brokerage accounts hidden from budget pickers, per-institution sync timestamps, and a long list of stability fixes throughout.

Wealthly 2.1 — sharper tools for everyday tracking. • Paired Transfers — Log credit card payments and cross-account moves in one step. Both sides linked, both balances updated. Edit or delete one and the partner follows. • Split Transactions — Allocate one purchase across multiple categories. Perfect for Costco runs or anything that spans Groceries, Household, and Pet. Open a transaction and tap "Split into categories." • Cleaner Add Transaction — Redesigned screen with a clear Expense / Income / Transfer picker up top, suggested categories, and a faster save flow. • Net Worth Chart Fixes — Charts now render correctly when your net worth is negative. Credit card debt no longer hides your history. • In-App Help & Support — Reach us directly from Settings with a pre-filled email. No more copy-pasting addresses. • Polish & Fixes — Better empty states on Portfolio and Dividends, fixed budget tracking for credit card spending, and a long list of small refinements.

NEW IN 2.0 REFER FRIENDS Share Wealthly with friends. When they subscribe, you both get a free month of Pro. No cap, stacks forever. SHARED BUDGETS (Pro) Plan money together with someone you trust. Split categories, see who's spending what. SMART MONEY, EXPANDED (Pro) Tracking 80+ institutional filers — Berkshire, Vanguard, State Street, Citadel, and more Form 4 insider trades on every stock — see when execs buy and sell Ownership breakdowns, sentiment, insider title detection Quarterly trend sparklines, percentage of float, filer portfolios, Share insider activity as social images SMARTER STOCK RESEARCH Redesigned Discover tab — top gainers and losers, sector heatmaps, crypto, futures, and market news, all in one place. ADD TRANSACTIONS VIA RECEIPTS Snap a pic, we'll do the rest. Wealthly pulls the merchant, total, and date right off the receipt — even the messy ones. CASH FLOW AT A GLANCE New card on the Net Worth tab — see this month's income, spent, and net savings instantly. Tap for the full Sankey breakdown. Lots of polish fixes and bugs as well. UI Fixes and layout changes.

SMART MONEY — DEEPER INSIDER COVERAGE • See insider grants, awards, and option exercises — not just open-market buys and sells • New AWARD badges visually distinguish compensation from real conviction signals • Vesting events from 3+ insiders the same day cluster into one expandable row • Hero now says exactly what's happening — "5 grants filed in the last 30 days" instead of misleading silence • Powered by SEC EDGAR via Finnhub BUDGETS THAT CARRY OVER • Set your budgets once — they roll forward every month automatically • Spending starts fresh, but your envelopes are right where you left them • Tap "Got it" once on the welcome banner; future months carry over silently • Per-category opt-out — swipe any budget to mark it "won't roll over" (handy for one-time things like holiday gifts) • New menu next to the date: "Reset this month" wipes everything; "Bring back last month's budgets" undoes a reset

v1.1.8 — Our biggest release yet SMART MONEY — track what insiders and Wall Street are doing • Form 4 insider trades on every stock with sentiment, cluster detection, and 10b5-1 plan flags (free) • Top 13F institutional holders — Berkshire, Vanguard, State Street, Citadel — with quarterly trend sparklines and percentage of float owned (Pro) • Tap any fund to view their full portfolio • Sort by biggest buyer, biggest seller, or newest position • Share insider activity as social images SMARTER INSIGHTS • Smart Recommendations in Ask Wealthly — on-device tips for reducing spending, saving more, and spotting budget outliers, grounded in your real numbers • New Dividend Simulator on stock pages — project annual after-tax dividend income, model DRIP, and compare against HYSAs & Treasuries (Pro) • Share your dividend projection as a polished social image NET WORTH GETS HONEST • Daily net worth tracking — chart updates day-by-day instead of monthly, so transactions show up as real changes • Hide/unhide accounts cleanly — no more fake gain/loss spikes when toggling visibility • Per-account net worth history — historical chart correctly excludes accounts you've hidden PORTFOLIO POLISH • Real company logos on holdings — your real Apple, Amazon, Tesla logos now show in the holdings list • Account name on every transaction — see at a glance which account each one hit • Account list updates correctly when transactions are added, edited, or deleted Plus dozens of UI polish, math fixes, and bug fixes. Built for serious investors. Free to try, Pro to go deep.

What's New in 1.1.7 • Redesigned Holdings card — colored ticker circles, total value and day change at a glance • Portfolio chart fixed for new investors and after re-adding holdings — every time period now draws cleanly with honest gain/loss • Calendar export — share recurring charges, paychecks, and dividends as a .ics file to Apple Calendar, Google Calendar, or any calendar app • "Mark as Transfer" toggle on transactions — keeps internal money moves out of your income and expense totals • Investment sales no longer count as income (fixes inflated totals on Dashboard, budgets, and reports) • Faster Export — added a one-tap export button right on the Transactions screen • Ask Wealthly: "What's my biggest holding?" and "Can I retire now?" now work correctly • Privacy: clarified that Ask Wealthly's analysis runs on-device — no AI servers see your data • Onboarding tutorial now reliably appears for new users • Improved sale history accuracy when editing or deleting purchase lots • Various UI polish and bug fixes

Goals (NEW) Set savings targets and auto-track progress Split contributions across goals Milestone alerts + completion celebrations Dashboard highlight for your top goal Redesigned Net Worth Color-coded chart + new KPI insights (Month, YTD, 1Y) “Where Your Money Is” breakdown Navigation Upgrade New side menu with quick access to Goals, Subscriptions, Rules, and Settings Custom display name support Smarter Money Tracking Improved categorization rules + custom categories Twice-monthly paycheck support (e.g., 5th & 20th) Calendar view for charges, paychecks, and dividends More Improvements Redesigned dividend section with upcoming payments Faster account saving experience Plus bug fixes and performance improvements.

WEALTHLY - SMART MONEY MANAGEMENT The all-in-one personal finance app that auto-categorizes your spending, catches forgotten subscriptions, and helps grow your net worth - with intelligence other apps lock behind a paywall. NEW IN 1.1.5 - Smart Categorization: type "Starbucks" and Wealthly auto-picks Coffee. 400+ US merchants built-in plus per-user learning that syncs across devices - Subscription Detection: finds recurring charges you forgot to flag - Smart Alerts (all free): spending pace, unusual spend, large transactions, low balance, net-worth milestones - Weekly Summary now shows real numbers - Subscription Reminders now free for everyone SMART CATEGORIZATION - Auto-categorizes as you type using a 400+ US merchant dictionary - Learns from your corrections - change once, remembered forever - On-device matching; rules sync across your devices SUBSCRIPTION DETECTION AND TRACKING - Wealthly scans your history and surfaces forgotten recurring charges - One-tap review flow: Track, dismiss, or skip - Track all recurring payments in one place - Free reminders before each upcoming charge - Monitor total monthly subscription cost SMART ALERTS - ALL FREE - Spending-pace alerts before you overshoot a budget - Unusual-charge detection at merchants you frequent - Large-transaction alerts with a custom threshold - Low-balance warnings with your own safety line - Net-worth milestones from $10K to $1M+ TRACK SPENDING AND BUDGETS - Unlimited transactions and unlimited budgets - free - Organize by category, merchant, and account - Search, filtering, notes, and receipts - Import from Monarch, Copilot, YNAB, Mint, Chase, BofA, and more NET WORTH TRACKING - Track net worth over time - Monitor assets, savings, and liabilities - Archive closed accounts without losing history INVESTMENTS AND DIVIDENDS - Up to 20 stock holdings on the Free plan - Monitor stocks, ETFs, and portfolio performance - Interactive allocation charts with performance heatmap (Pro) - Deep ETF metrics and stock research - Dividend income tracking with upcoming payments RETIREMENT PLANNING - Project your nest egg with a Retirement Readiness score - Plan drawdown through age 90 and beyond - Monte Carlo: 1,000-simulation forecasts - Compare what-if scenarios with Life Horizon charts CASH FLOW VISUALIZATION - Sankey chart flows monthly income into spending categories - Full-screen view with category drill-downs ASK WEALTHLY - Plain-English answers about spending, portfolio, dividends, and retirement - Scope questions to a specific account - Advanced analysis (Pro) CLOUD SYNC - FREE FOR EVERYONE - Automatic encrypted cloud backup - Sync across iPhone, iPad, and web - No third-party data sharing - your financial data stays yours WEALTHLY PRO - Unlimited stock tracking - Performance heatmap for portfolio and sectors - Advanced Ask Wealthly: dividend forecasts, portfolio insights, retirement readiness - Exports: retirement plans, Monte Carlo, Sankeys as PDFs, images, CSVs - Premium dashboards and advanced analytics - Ad-free experience - Priority support and early access WHY WEALTHLY Professional retirement-planning depth, native iOS polish, smart features for free, everything in one place. No spreadsheets, no five apps. Download Wealthly and take control today. Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://www.trywealthly.com/privacy

NEW IN 1.1.4 • Interactive Portfolio Allocation — Donut, Treemap, and Bars views with tap-to-highlight and smooth transitions • Performance Heatmap (Pro) — recolor holdings by today's gain/loss or total return • Ask Wealthly Account Scope — filter analysis to a specific account with one tap • Enhanced Spending Trend — previous-period comparison, average pace, peak-day callout • Import from Monarch, Copilot, or YNAB — one-tap CSV import auto-detects your previous app's format • Soft-Archive Accounts — archive with a 4-second undo; restore or delete from the Archived section BUG FIXES • Fixed Next Dividends widget showing stale or far-future payment dates • Fixed Top Spending widget cluttered with redundant medal icons • Fixed sign-out dialog rendering incorrectly as a popover in Settings • Fixed data-loss bug where pending local changes could be wiped on sign-out • Fixed name-collision bug when re-using a deleted account's name • Fixed Export white-screen when sharing Ask Wealthly analysis • Fixed Spending Trend chart showing empty when only one data point existed • Fixed misleading "avg" calculation — now matches Monarch/Copilot behavior • Fixed text wrapping in Portfolio Allocation picker on narrow screens • Fixed notification permission card not dismissing after user responds

What's New in 1.1.3 RETIREMENT & SCENARIOS • New Retirement section on the Net Worth tab — project your nest egg, plan your drawdown through age 90+, and see your retirement readiness at a glance. • New Scenarios section with Monte Carlo simulation — run 1,000 simulated futures for any plan. Compare up to 3 scenarios side-by-side and see how life events shift your trajectory. • Scenarios auto-populate from your Retirement plan and offer one-tap what-if variations ("What if I retire 5 years earlier?"). CASH FLOW • Tap the Cash Flow widget on Dashboard to open a full Sankey visualization — see exactly where your money flows by category for any period. PORTFOLIO RESEARCH • Deeper ETF details in the research screen: expense ratio, AUM, yield, category, inception, trailing returns (YTD / 1Y / 3Y / 5Y / 10Y), top holdings, and sector weights. • Polishing and UI refinements throughout the research flow. ASK WEALTHLY • Ask Wealthly now answers portfolio, dividend, and retirement questions in plain language. Try "When's my next dividend?" or "Can I retire now?" PRO EXPORTS • Export your Retirement plan, Monte Carlo scenarios, and Cash Flow as polished PDFs, shareable images, or CSVs. POLISH • Fixed onboarding tutorial reappearing on returning logins. • Fixed Transactions month summary showing incorrect net when income was zero. • Numerous UI refinements across the app.

NEW: Research any stock or ETF with price charts, analyst ratings, key metrics & news. Fixed bugs as well.

NEW: Added DRIP for dividend stocks NEW: Added Sell functionality and sell history NEW: Added Stock Categories Fixed: Fixed some calculations and graphs and some bugs. NEW: Added App Rating System + Prompt NEW: Added Cloud Syncing free for everyone NEW: Added website functionality.

What's New in v1.0.9: SMARTER ADS - Ads now appear less frequently (every 5 entries instead of 3) - 1-hour cooldown between ads for a smoother experience - No more random ads when switching tabs CLOUD SYNC NOW FREE - Your data now syncs across all devices at no cost - Access your finances anywhere, anytime - Perfect for multi-device tracking UPDATED PRO FEATURES - Unlimited budgets and stock holdings (free: 3 budgets, 10 stocks) - Premium dashboards and advanced analytics - Export to CSV/PDF - Ad-free experience - Priority support Bug fixes and performance improvements. Try Wealthly Pro free for 7 days!

Fixed some bugs with Ask wealthy. NEW: Portfolio Sector Allocation chart inside the dividends tab Fixed: Monthly dividend calculations should show up now.

NEW: Ask Wealthly- A AI insights driven feature. Ask questions about your money, spending habits and more. ex: "how much did I spend this month"? it'll talk to you back + more! Also added some logic. it'll default automatically an account you set a budget too first when adding transactions.

fixed some bugs, added sharing feature with friends, fixed some calculations and enhanced interface a bit and added zero budgeting goals.