A By Holding dividend table, customizable Holdings columns, in-kind transfers for IB, Trading 212 and DEGIRO, more companies with full financial data, and a better fit on smaller screens.
The Dividends page now has a Current Yield card and a By Holding table showing yield, yield on cost, dividends received, amount deposited and percent recovered for every position that's ever paid you. Two new Trends tabs, By Yield and By YoC, let you visualize the same breakdown over time, and Yield on Cost itself is now calculated from your current holdings instead of past cash received.
The Holdings table has two new columns, Dividend Yield and Dividends Received, and the columns are now customizable. Your selection is remembered next time you visit. Two new pie charts, By Yield and By YoC, also show how your dividend income is spread across holdings.
We keep expanding financial statement coverage, with Sonae on the Portuguese side and Reddit, Wix, MP Materials and dLocal on the US side. More US, European and PSI-20 companies are being added every week.
Transferring stocks or ETFs between brokers is now supported for Interactive Brokers, Trading 212 and DEGIRO. The position moves out without triggering a taxable gain or loss, and performance stays correctly calculated across the transfer.
Cards, tables and charts across the app now adapt much better to narrower screens, so pages stop overlapping or getting cut off on smaller laptops or a zoomed-in browser. This builds on last week's responsive layout work and covers more pages.
Portfolios can now be reordered by dragging them and the order sticks after a refresh. API Sync lets you choose between importing from your last transaction or the full history, and each portfolio card now shows when it was last synced. Adding a transaction manually also lets you search by ISIN now, not just ticker or company name.
