changelog · v3.7.0 shipped September 28, 2026
What changed, release by release
Every feature, fix and improvement since January 2026, written the way you would notice it on screen.
89 changes
september 20269 releases
- v3.7.0latest
Your Whole History
- newImport your broker’s transaction history: every purchase with its date and price, your sales and your dividends. Trading 212, DEGIRO, Interactive Brokers, Schwab, Fidelity, Vanguard, Robinhood, Revolut, Freetrade and Webull files are read as they come
- newReinvested dividends come in as what they were: a dividend, then the shares it bought
- newDividends received: the last twelve months against the year before, month by month, and every year since your first payment
- newInstall it: add Portfolio Terminal to your phone’s home screen, or install it from Chrome and Edge, and it opens on your portfolio like an app
- newWatchlist: follow stocks and funds you don’t own yet — today’s move, the move since you started watching, and the next earnings report
- newSeveral exports at once, for brokers that cut the history into years or months; rows repeated between them count once
- improvedShares bought before your history starts are filled in from your positions, and marked as estimated until you set their date
- improvedTrades in another currency are converted at that day’s exchange rate, and a fund bought in Amsterdam is priced on Amsterdam
- fixedShares quoted in pence (London), francs (Zurich) or any other currency are valued at their real price, not read as euros
- fixedThe value curve follows your sales: a position you sold still counts over the months you held it
- improvedPages settle faster on phones: the portfolio’s loading screen no longer jumps, and the cookie question in Europe appears with the page instead of seconds later
- fixedImporting the same history twice no longer counts it twice
- fixedDividends you typed in are no longer dropped when your signed-in portfolio syncs
Rates, Markets & Fees
- newSix more market pages with every close dated: 2-year and 30-year Treasury yields, 10-year TIPS real yield, US dollar index, Russell 2000 and VIX
- newTreasury yields today: the whole curve from 3 months to 30 years, one dated row per day, with the 10-year minus 2-year spread
- newETF fee calculator: what an expense ratio costs in dollars, fees plus lost growth, with live fees for 14 popular ETFs
- improvedThe Fees view of your funds counts what fees cost after 10 and 30 years, not just this year
- improvedFund comparisons price the fee gap after 30 years of compounding
- improvedMarket pages name the funds that track each index, linked to their analysis
- fixedThe portfolio overview no longer jumps when prices load
Earnings, ETFs & Real Returns
- newPublic earnings calendar, and the reports coming up for your own holdings
- newEarnings alerts: a reminder the day before each report, then the result
- newETF overlap tool: 300 pairs of popular ETFs compared on the issuers’ full holdings files
- improvedInside your funds reads every holding a fund owns, not only its top ten
- newYour return a year, money-weighted: the timing of every buy, sale and dividend counts
- newAsset detail view: chart, key stats, research and your open lots in one place
- fixedLots typed before a stock split are priced in today’s shares
- fixedAlerts are capped per day, so a busy market no longer floods your inbox
Tabs & Realized Gains
- newThe portfolio in five tabs: Portfolio, Income, Gains, Risk and Plan
- newRealized gains lot by lot (FIFO), and “what if I sell” before you do
- improvedAsset pages carry dated key facts that are easy to quote
- newTerms and privacy pages
Dividends & Markets
- newPublic dividend calendar: this week’s ex-dividend dates and every month’s
- newDividend calendar for your holdings: who pays you, and when, over the next twelve months
- newLook inside your funds: your real exposure by company and sector, and what the funds charge
- newMarket pages for the 10-year Treasury yield, S&P 500, Nasdaq and Dow, with every close dated
- newA research shelf: every study we ran, its question and its answer
- improvedEvery asset page reads its own chart; crypto gets pages of its own
Crash Test
- newCrash test: put the portfolio you hold today through a crash the market already delivered
- newWhere your next deposit should go, and what built your return
- improvedRisk said in money and plain words, with the numbers one click away
- improvedHoldings read as a list or a map
X-Ray & Sharing
- newPortfolio X-Ray: a free check of how concentrated your portfolio really is
- newShare your portfolio as a page of its own
- improvedBroker guides say where your broker’s link actually drops you
- improvedThe live demo mirrors the real portfolio screens
- fixedProjections no longer count the money you paid in as performance
The Terminal
- newPortfolio dashboard rebuilt on the terminal design
- newHead-to-head pages for 54 ETF and stock pairs people search for
- newRealized gains by year, with a CSV export
- newEvery holding opens onto its asset page, with your own position on it
- improvedImport page leads with your broker, one click away
- fixedRisk is measured on real sessions, net of the money you add
Honest Prices
- newPositions without a live price are flagged instead of valued at zero
- fixedNo more invented exchange rates or zero buy prices when data is missing
- improvedFaster, more reliable reading of broker screenshots
june 20261 release
Daily Briefing
- newDaily briefing on the portfolio: the day first, then what moved it
- improvedFear & greed gauges redesigned, with their trend
february 20265 releases
SEO & Trust
- newAbout page with founder story
- newPublic changelog page
- improvedSEO-optimized meta titles & descriptions on all broker import pages
- newSocial proof banner on broker import pages
- newSticky CTA bar on broker import pages
- improvedEnhanced JSON-LD structured data for Google rich snippets
Homepage Redesign
- improvedRedesigned broker import section with infinite marquee
- improvedLarger feature cards with enhanced animations and hover effects
- newAI Oracle feature card on homepage
Auth Migration
- breakingMigrated authentication from Clerk to Privy
- newGuest mode — use the app without signing up
- newWallet login support via Privy
- improvedFaster auth resolution with shared identity resolver
Broker Import Pages
- new10 dedicated broker import guides (Trade Republic, Revolut, DEGIRO, etc.)
- newStep-by-step tutorials with FAQ for each broker
- newProgrammatic SEO with BreadcrumbList & FAQ schema
Gurus & Analytics
- newGuru portfolios — compare your allocation to Buffett, Dalio, and more
- improvedUpgraded risk dashboard with VaR, Sharpe, Beta, Max Drawdown
january 20265 releases
Blog & Documentation
- newBlog section with investment articles
- improvedRevamped documentation with sidebar navigation
- fixedFixed aside sticky positioning
- fixedFixed duplicate key warning
Mobile & Sync
- newTerminal button added to mobile navigation
- fixedFixed transaction duplication on sync
- fixedFixed bubble z-index on mobile
Stock Pages
- newProgrammatic SEO: 443 individual stock analysis pages
PnL Heatmap
- newPnL Heatmap visualization for daily/weekly/monthly performance
Homepage Revamp
- improvedComplete homepage redesign with new visual identity
- newInteractive demo page
- fixedFixed header color inconsistencies
- fixedFixed duplicate login button