· Sheets such as the asset and position editors now open, close and change size smoothly, without the brief stutter they had before. · While scrolling, content now fades softly under the navigation and tab bars instead of being cut off by a hard line. · CoinGecko and CoinMarketCap are no longer offered for new assets. Assets that already use them keep refreshing, and the data source settings list them under Retired Data Sources. · A fresh install sets up the example tag groups again; they were missing for new users in the previous version.

· Manually valued assets can now record dated unit prices. Each price applies until the next one and builds the asset's value history, and you can still switch back to Annual Return Projection. · Asset details now include Trade Records, listing every buy and sell behind the realized gain/loss with its quantity, price and result. · The Record Asset Change shortcut can now also update cash balances, use fixed values for one-tap entry or ask each time, and settle a holding change through a cash account in the same currency. · Editing a past position change now previews how the diluted cost will change before you save. · Closed Position Records can now be searched and filtered by year and type. · Undo Close has moved into the menu on a closed record's detail page. · When there is no cash account in the asset's currency, recording a position change now explains why and lets you save it without cash settlement. · Fully repaying a liability no longer shows up as a loss in the P&L Calendar. · Transfers between your cash accounts no longer appear as earnings in the P&L Calendar. · A cash account's detail header now shows Cash instead of an asset category.

· Added Taiwan stock support and improved historical-data reliability, region-appropriate starter tags and translations.

· Liabilities can now be deleted from their detail page: the ⋯ menu ends in Delete Liability for active and settled liabilities alike. The confirmation states how many records and linked cash entries will go and which account gets its money back, the net worth history is rewritten, and an undo bar follows. · Each group card on the Assets page now shows the group's change for today — amount and percentage — under its net figure, with the item count and share as its subtitle. · The Performance page's Cost & Gain/Loss card is redrawn around one figure: the total gain/loss with its return, a cost-to-market-value bridge whose coloured segment is the unrealized part, the top three contributors as bars, then the realized row and the closed-records link. · Asset Composition shares are always taken of the asset side: the ring's centre states the asset total, and a cell that holds a debt lists its liabilities and net under its bar instead of skewing every other share. · Composition sectors are coloured by rank, so no two cells in a ring share a colour, and the sector, its row, the group card and the drill-down path agree. · The Shortcuts settings page follows the new design: an icon tile with a Ready state, numbered steps, an Open Shortcuts row and three guide cards. · The Overview's Add Asset button is now a capsule matching the floating actions on detail pages. · A fresh install opens straight into onboarding without the data-preparation screen. · Fixed the Updating Performance History banner flashing repeatedly and pushing the Performance page down after upgrading, when the portfolio held a settled liability. · Fixed a debt recorded as an asset with a negative quantity making Asset Composition show shares above 100 %. · Fixed the Performance page's loading spinners never stopping for a portfolio with no assets. · Fixed the second confirmation of the Assets page's batch delete never appearing, so the selected assets were not deleted. · Fixed the PDF report's composition chart drawing every sector grey.

· The composition ring is back: it opens the Asset Composition page, and the Overview gets a composition card with the top three shares. Tap a sector to highlight it, and the Include Untagged Items switch now also applies to the first level. · Performance-history downloads now run in the background through clear stages — planning, downloading, processing prices, exchange rates, building and saving — with real progress, and the charts update once when everything has arrived. · The Partially Available sheet now lists every affected asset with its code, data source and issue, lets you choose which ones to redownload, and starts the download over the missing dates without leaving the sheet. · Sina Finance now supplies full daily history for US, mainland China and Hong Kong stocks; performance uses split- and dividend-adjusted prices while totals keep the raw close. · Holdings rows use one layout on every page: value first, then today's move as amount and percentage. Long fund names shed qualifiers and suffixes before being cut off, and the name column is wider. · Detail pages replace the grey action bar with two floating capsule buttons, and the last card scrolls underneath them. · The Overview's Total Assets and Liabilities cards gain a chevron, a share bar and small print: the item count under assets and the repaid share under liabilities. · The P&L Calendar colours each day by sign alone — up, down or flat — instead of by its size relative to the rest of the month. · Drawdown figures, curves and events follow your gain/loss colour setting, and event dates now include the year. · Quote refresh results appear as a small pill in the page header only when a refresh completes; failures show a banner with Retry, and the page no longer shifts down. · Fixed the principal of a buy appearing as the security's gain and the cash account's loss in today's earnings breakdown. · Fixed a cash balance that a buy overdrew disappearing from the net worth total. · Fixed the asset table keeping the previous column highlighted after sorting by another. · Fixed the Overview chart reading "no records" while records were still loading after launch. · Fixed historical downloads repeating for days a data source could not supply. · Fixed a pause after saving an asset with a past date. · Fixed the custom date range pickers on Performance showing two different date formats.

· A new look on every screen: a soft near-white ground, white cards and rounded type, with light and dark as two appearances of one palette. · The Overview tab is back, with net worth, the recent trend, assets against liabilities, recurring plans and closed positions on one page. · The Assets page now groups by any tag group and opens a full-screen table lens with sixteen configurable columns, sorting, filtering and batch actions. · Added a Liabilities page with the debt curve, each balance's repayment progress and the archive. · Added an Asset Composition page that drills through accounts, sectors, regions and any other tag dimension. · Fixed-term savings can roll over automatically after maturity, and their plans can be edited or deleted. · Automatic daily records, history backfill, iCloud backup, recurring investments and Shortcuts are now available to everyone. · Onboarding is reordered, with a new colour step and a redone tag step. · New app icon, an animated tab bar, and the Analysis tab renamed Performance with short date-range labels in every language. · Fixed a flash of an empty portfolio on cold launch, and the history backfill repeating after one. · Fixed settled principal showing up in the earnings calendar's per-asset breakdown. · Fixed tap targets for option selection and the position-adjustment buttons.

· Added automatic liability repayment plans that record scheduled principal and interest with optional linked cash activity. · Added per-asset earnings calendars for reviewing daily profit and loss and historical performance from asset details. · Added China Everbright Bank and WeBank wealth data sources with product search and historical NAV support. · Improved historical-price backfill reliability, including Sina futures and long Binance date ranges. · Improved launch, foreground return, tab switching, and large-portfolio loading and interaction performance. · Fixed analysis charts briefly showing the previous date range after switching ranges.

· Add option contracts from Yahoo Finance or Webull by expiry, strike price, and call or put type. · Record partial or full debt repayments, link a cash account, and keep the settlement history. · Search more CIB wealth products across multiple official product channels. · Choose when the app locks after leaving it: immediately, or after 1, 5, or 15 minutes. · Identify recurring investments in position history with source labels and filters. · View debt balance trends, changes by period, and repayment records from liability details. · Confirm before pausing or ending a recurring investment plan to avoid unintended changes. · Improved Japanese, Korean, German, Dutch, French, and Swedish financial terms and action labels. · Fixed stale Yahoo Finance and Sina quotes remaining visible after a refresh. · Direct cash balance edits now create matching cash ledger records. · Fixed historical price downloads for Yahoo Finance and Webull option contracts. · The returns calendar now handles incomplete history without showing misleading returns for uncovered periods.

· Added recurring investment plans with fixed cash or quantity schedules for daily, weekly, biweekly, and monthly investing. · Recurring investments now wait for the correct market price or fund NAV, update holdings automatically, and optionally record matching cash activity. · Added fixed-term savings for term deposits, CDs, fixed deposits, fixed-rate savings, and GICs with flexible interest, access, and cash-account settings. · Fixed-term savings now support maturity, early withdrawal, sale, renewal, and linked settlement history. · Eligible deposits can record an estimated maturity settlement automatically, then let you verify or correct the amount against the provider statement. · Fixed iCloud backup uploads after upgrading from an earlier app version.

· Added dedicated cash accounts for bank accounts and digital wallet balances. · Added cash activity for recording balance increases and decreases. · Added same-currency transfers between cash accounts. · Position changes can now settle through a selected cash account automatically. · Newly recorded linked position and cash operations can now be undone with one tap. · Batch position closing can now settle proceeds into a selected cash account. · Closing a cash account now keeps its complete cash activity history. · Deleting erroneous cash-account or market-asset records now recalculates affected cash balances. · Added a system shortcut for recording position changes from Shortcuts, the Action Button, or Back Tap. · Added support for bank wealth products. · Added Webull market data for search, quotes, and price history. · Fund search now includes Hong Kong fund and Yahoo ISIN indexes. · Added configurable decimal precision for displayed amounts. · Added full editing of position-adjustment history. · Added an option to include untagged assets in tag-grouped holdings. · Added asset and liability contribution details to the earnings calendar. · Added targeted historical-price redownload by date range and selected assets. · Added historical-price repair directly from the earnings calendar. · Added an original-currency value column to the asset table. · Position closing now records an exact time for more accurate same-day ordering. · Pinned totals at the bottom of long asset tables. · Improved incremental progress reporting during historical backfill. · Batch actions and deletion confirmations now show their scope and retained history more clearly. · Updated the default tag groups for new portfolios. · Enabled newly added data sources automatically after app updates. · Fixed gesture conflicts in asset detail charts. · Fixed saving market assets while quote services are temporarily rate-limited. · Fixed calculations with zero or negative average cost. · Fixed period totals in the earnings calendar. · Fixed inconsistent daily changes across the overview, trends, and earnings calendar. · Improved historical price backfill request scheduling. · Fixed historical backfill retries during CoinGecko rate limits. · Fixed Sina Finance quote symbols for class shares. · Fixed asset table totals alignment with data columns. · Fixed incomplete historical data repair after restoring from iCloud. · Fixed performance results disappearing when history is temporarily unavailable for some assets.

• Added manual snapshot management with one latest record kept per calendar day. • Added recoverable closed-position records. • Added editing for position-adjustment history. • Restored tag-grouped asset layouts and remembered selected tag filters. • Improved position-date validation and handling of missing average cost.

• Added customizable Overview and Analysis layouts. • Added cost-basis P&L, realized and unrealized returns, and drawdown analysis. • Added position increase and decrease actions, adjustment history, and batch closing prices. • Redesigned asset details with value charts and clearer position metrics. • Improved the Assets table defaults and amount-based sorting. • Restored complete performance history from iCloud backups and improved automatic history redownloads. • Improved historical exchange-rate boundaries and Sina HK minute-price backfills. • Fixed drawdowns for offsetting assets, full-payoff quantities, and several historical backfill edge cases.

• Added Multi-Dimensional Holdings to Analysis, with freely ordered tag groups and progressive portfolio comparisons. • Redesigned the Assets table for denser information, clearer column spacing, pinned search, and smoother scrolling. • Reorganized Appearance & Font settings. • Added consistent pull-to-refresh across Overview and Assets, with visible quote-refresh status. • Added animated transitions when changing earnings-calendar periods. • Clarified performance-history deletion and historical-price limitations. • Fixed current-day net-worth trend calculations. • Fixed historical-performance baselines for newly added assets. • Fixed daily changes for duplicate market assets. • Fixed edited average costs being lost during quote refreshes. • Fixed Sina Finance LOF search so listed-price and NAV results for the same code remain selectable. • Reduced delays when reordering or deleting tag groups.

• Added a cost-basis gain/loss summary to Analysis, with cost, market value, gain/loss, return, and asset or tag filtering. • Improved Analysis interactions by keeping the period picker in place when changing calendar periods and sorting Settings currency choices by currency code. • Fixed asset table layout when optional columns are sparse. • Improved Yahoo Finance search to find the same ticker across supported markets and preserve the selected market's quote.

• Redesigned Assets with compact table and allocation views, custom columns, multi-select, search, and flexible tag filters. • Added a dedicated Analysis page for net worth trends, the P&L calendar, and asset or tag performance. • Added a net worth trend chart to Overview and unified performance history and range controls. • Improved quote and chart responsiveness, and fixed sorting alignment, tag selection, and month-to-date baselines.

• Added Light, Dark, and System appearance choices plus an alternate black app icon. • Refined iCloud backup settings and improved calendar navigation. • Improved tag-group handling and numeric quantity editing. • Fixed historical data backfill continuity and zero quotes for suspended Shenzhen funds.

• Expanded futures search and market coverage. • Added OKX market data and improved Sina Finance historical fund NAV support. • Custom assets can now use an actual addition date and annual return rate for automatic daily valuation. • Added a choice to show or hide untagged assets in tag-group views. • Refined asset editing and added optional interface animations.

• Corrected the amounts shown in the profit and loss calendar, and made the PDF and Excel export rows consistent. • Restored the option to show or hide summary metrics on the overview. • Corrected navigation from a tag breakdown to an asset detail page. • Stopped duplicate refresh messages after portfolio updates. • Improved translations for calendar change labels. • Made the overview, asset list, and tag detail pages more responsive. • Changed historical price loading so missing price history keeps loading in batches. • Made the blue dots in charts smaller for a more balanced layout.

• Redesigned Dashboard and Assets screens with cleaner cards, tag filters, pie charts, and list controls. • Improved Add/Edit Asset with guided search, clearer selected asset details, value previews, and a smoother quantity adjustment sheet. • Refined P&L Calendar, history charts, snapshots, settings, exports, and tag management for easier scanning. • Better Dynamic Type, accessibility labels, tap targets, and layout stability across the app.

• Settings is expanded again so common actions are easier to find. • iCloud Backup and Restore now live on a dedicated page with a restore summary before replacing local data. • Assets now support multi-select, batch tag editing, batch deletion, more sort options, and highlighted search matches. • Improved iCloud backup status, failure details, and restore messages.

• Fixed an issue where iCloud Backup could appear successful even when the backup could not be restored. • iCloud Backup now verifies uploaded data by reading it back before reporting success. • Improved error messages for iCloud restore failures.

• Added year and month filtering to P&L Calendar for easier long-history browsing. • Weekly views now show complete date ranges and label the current period as This Week. • Weekly, monthly, and yearly results now run from earliest to latest, while Year shows every year. • Improved localization coverage and Norwegian language detection.

• Added 35 more app languages and all 50 App Store metadata localizations. • New users now start with a currency matched to their region, with many more currencies available.

• Added Excel workbook export with structured summary, assets, liabilities and tag sheets. • Improved Dashboard scrolling performance for smoother charts and large portfolios. • Refined swipe-to-delete, net worth charts, snapshot management and tag group guidance.

• Redesigned the Dashboard with net worth, total assets, liabilities, and switchable tag allocation views. • Tag groups now appear as one-tap buttons when space allows, with an automatic menu fallback. • Added a searchable Assets tab with compact and wide layouts plus collapsible tag sections.