v1.0.23

Wealthfolio v1.0.23 Release Notes 🎉

New Features & Improvements

• Flexoki Color Palette
  Say hello to the new Flexoki color palette! The updated, warmer look and feel creates a more inviting and visually cohesive experience.
• Custom Asset Classification
  Users can now update asset classes to classify custom stocks, offering greater flexibility in organizing and tracking investments.
• Add fee input for Interest Activities
• Add Fee Input When Adding Interest Activities #199
• Composition Chart Enhancements
  Easily toggle between daily return and total return views to gain deeper insights into portfolio performance.
• Stock Symbol Page Improvements
  Additional stock quote data is now available, including: Open, Close, High, Low, Adjusted Close, and Volume.
• Portfolio History Recalculation
  Updating your portfolio now automatically recalculates historical data for enhanced accuracy and consistency.

🖥️ Screenshots

🔗 Additional Links
• Full Changelog: Compare v1.0.22…v1.0.23

v1.0.22

Wealthfolio v1.0.22 Release Notes 🎉

🚀 What’s New

✨ New Features & Improvements

• 🛠 Enhanced Activity Page Layout: Import buttons are now conveniently positioned on the right side of the viewable window for better usability. Contributed by @justinwaltrip in #180.

• 🔒 Privacy Mode: A new option to show or hide portfolio and account holding values, ensuring greater discretion when sharing or presenting. Contributed by @Yiroh in #183.

• 📊 Performance Dashboard: A brand-new dashboard that lets you compare historical performance across accounts, benchmark indexes, and ETFs. Gain deeper insights and make informed decisions with side-by-side comparisons.. Contributed by @afadil in #184.

🔧 Bug Fixes

• Fixed Holding List Limitation #145 : Resolved an issue where the holding list was capped at 50 entries. Now it displays all entries as expected.

⚙️ Maintenance

• Dependency Updates: Updated all dependencies to their latest available versions for improved stability and performance.

🖥️ Screenshots

• New performance Dashboard
  

• Privacy Mode
  

🔗 Additional Links

• Full Changelog: Compare v1.0.21…v1.0.22

v1.0.21

What's Changed

• support for private assets by @geordie in #153
• Skip empty lines in CSV import by @jeromecornet in #164
• Make ticker symbol regexp more tolerant by @jeromecornet in #165
• Improve activity form by @afadil in #167
• Can now trigger the market data history update for a stock.
• Add logging. logs are stored in the recommended log directory. The following table describes the location of the logs per platform:

Platform	Value	Example
macOS	{homeDir}/Library/Logs/{bundleIdentifier}	/Users/Alice/Library/Logs/com.teymz.wealthfolio
Linux	{configDir}/{bundleIdentifier}	/home/alice/.config/com.teymz.wealthfolio
Windows	{configDir}/{bundleIdentifier}	C:\Users\Alice\AppData\Roaming\com.teymz.wealthfolio

New Activity Form Design

Hover Symbol value to manually trigger market data resync

New Contributors

• @geordie made their first contribution in #153

Full Changelog: v1.0.20...v1.0.21

v1.0.20

What's Changed

Enhanced CSV Import Experience

You can now select an account drop a file and map your CSV file structure.

• Column Mapping: Easily map CSV columns to relevant data fields, ensuring a seamless data import process.
• Activity Type Selection: Set and assign activity types during import.
• Symbol Identification: Set the mapping for unrecognized stock symbols.
• Improved Mapping Validation: Enhanced error messages and guidance during mapping help you identify and fix issues quickly.

Mappings are saved per account, making future imports faster and more consistent.

Full Changelog: v1.0.19...v1.0.20

v1.0.19

What's New

New Features & Enhancements:

• Contribution Room & Limit Tracking: Now easily track your yearly contribution limits across accounts.
• Holdings by Country Chart: Visualize your portfolio distribution with the new country-based holdings chart.
• Dark Theme with Autumn Vibes: Enjoy a refreshed dark mode, perfect for the fall season.
• Tauri 2 Upgrade: Prepping the app for future mobile support with the latest Tauri version.

Bug Fixes:

• Fix for Investment Income Calculation (#135): Resolved incorrect calculations for multi-currency investments.
• SPLIT Calculation Adjustment: Enhanced accuracy in handling stock splits.
• Holdings Table Sorting Fix: Thanks to @jeromecornet for fixing the sorting issue in the holdings table.

Contribution Limits Tracking

Dark Theme with Autumn Vibes

Holdings by Country

Full Changelog: v1.0.18...v1.0.19

v1.0.18

What's New

Features & Improvements:

• Data Export: Export your data in CSV, JSON, or a full SQLite backup. #131
• Currency Input Enhancement: Improved handling of currency inputs for a smoother experience. #128
• Date Input: You can now manually type in dates, offering more flexibility when entering data.
• Stock Split Logging: Added the ability to log stock splits, automatically adjusting your holdings accordingly.
• Position Transfers: New TRANSFER_IN and TRANSFER_OUT activities allow you to log and update holding positions without impacting your cash flow. This means you can record transfers of assets without needing to log a deposit or withdrawal to cover it, making position tracking more flexible and accurate.
• Quick Symbol Navigation: Clicking on any stock symbol now takes you directly to the symbol's page for easy access.
• General Improvements: Various small tweaks and bug fixes. #130

Special Thanks the new Contributors:

• @MoiseGui for the export feature im #131
• @justinwaltrip for improving the currency input in #128.

New Contributors:

• @MoiseGui #131
• @justinwaltrip with their first contribution in #128

Check out the full changelog.

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v1.0.17

What's Changed

• You can now update symbol profile (subclass, sectors, countries) by @afadil in #122
  
• Hover on Portfolio/Account/Stock value shows the last Updated time and an action to trigger the update.
  
• Refactor to add market data provider trait to futur support other providers by @afadil in #123
• Fix average monthly income calculation by @jeromecornet in #125
• Use decimal to support fraction. Fixes #41 by @afadil in #127
• Add total holding costs to the Holdings table, to give a perceptive for comparisons.
• Exclude non active accounts from income dashboard.
• Other minor improvements.

New Contributors

• @jeromecornet made their first contribution in #125

Full Changelog: v1.0.16...v1.0.17

v1.0.16

What's Changed

• New Income dashboard is now accessible from the app sidebar by @afadil
• We can now Add, update and delete exchange rates by @afadil

Bug Fixes

• Fixes #117: fails to add activity for some symbols
• Fixes #118: improves manual entry of dividends
• Fixes portfolio history calculation after deactivating an account.

Full Changelog: v1.0.15...v1.0.16

v1.0.15

What's Changed

• performance improvement by @afadil in #116

Full Changelog: v1.0.14...v1.0.15

v1.0.14

What's Changed

• Refctoring to improve performance and setup foundation for the next feature by @afadil in #114
• Feature: New settings page to manually enter currency exchange rate not found in Yahoo finance by @afadil
• Fix #22 Generic Error when adding activities by @afadil
• Fix #81 Some exchange rates don't get applied by @afadil
• Fix #85 Stock Market Price decimal points settings by @afadil
• Fix #107 currency exchange conversion by @afadil
• Fix #109 MacOS app crashes when editing an activity, changing the symbol by @afadil
• Setup adapters for commands by @maidh91 in #105

Full Changelog: v1.0.13...v1.0.14