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CHANGELOG.md

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1.5.0

Features

  • Import account transactions from CSV file
  • Display Yield to Maturity (YTM) for bonds
  • Display Total Return in Portfolio History chart

UI Changes

  • Display total buy cost (including fees) for assets
  • Display net P/L for assets instead of gross P/L

Bug fixes

  • Show fee field when editing tradeable asset positions
  • Refresh pie charts on data update

1.4.0

Features

  • Add support for virtual forex assets
  • Added charts for top bond, p2p & stock holdings
  • Display portfolio's IRR in Portfolio History chart

UI Changes

  • Improve charts performance

Bug fixes

  • Group capital gains correctly by asset description
  • Correctly set transaction date for pending recurring transactions

1.3.0

Features

  • Add support for dark theme

1.2.1 (2021-08-25)

UI Changes

  • Format asset position size
  • Option to filter asset transfers and cash transfers separately in transactions list

Bug fixes

  • Treat deposit creation transaction as a transfer, not a debit of cash
  • Swipe between tabs
  • Correctly build list of currency pairs to get forex rates for
  • Update gross buy price when manually editing an asset's buy price

1.2.0 (2020-06-04)

Features

  • Manually edit unrealized P/L history entries
  • Add option to filter transactions
  • Display bond/deposit interest & principal payment transactions in scheduled transactions list

Bug fixes

  • Fix executing multiple due interest/principal payment transactions for a bond

1.1.0 (2020-01-27)

Features

  • Add option to select from multiple date and currency formats.
  • Display loan-to-value ratio in account overview tab

1.0.2 (2020-01-15)

UI Changes

  • Display tooltips of nearest point when hovering history charts, not only when hovering the exact point location.

Bug Fixes

  • Correctly set currency symbol when a cash asset is selected by default in asset trade dialog

1.0.1 (2020-01-05)

Features

  • Add action buttons on each asset-category tab of the account page, to quickly add/buy an asset.

UI Changes

  • Hide amount field for P2P and Real Estate, as it's irrelevant for these assets.
  • Allow editing of cash asset for bonds and P2P loans
  • Automatically fill cash asset field with default value on Cost, Dividend and Interest transaction dialogs.

Bug Fixes

  • Update previous payment date on bonds and P2P loans when manually adding an interest payment.

1.0.0 (2020-01-03)

Features

  • Disable browser's default pull-to-refresh gesture to avoid entire app refresh when user swipes down
  • Manually add a bond principal payment
  • Support for P2P loans

Bug fixes

  • Do not update bond principal value when the transaction is just pending.
  • Truncate long asset titles in lists, that hide current price.

1.0.0-beta.2 (2019-12-16)

Features

  • require user to confirm password before disabling encryption
  • when enabling encryption from settings page, display a second password confirmation field to avoid mistyping password.
  • allow user to change the current unit price when editing a tradeable asset.
  • add a close button to the "Connect your storage" popup when not connected to a backend, so user can quickly disable cloud sync.
  • add autocomplete for symbol when adding/editing a commodity to suggest supported commodities.

1.0.0-beta (2019-12-10)

Initial public release