A new Dashboard, customizable portfolio cards, dividends based on the shares you held, XTB and IBKR import fixes, and invested capital in Goals.
The Dashboard now has a Dividend Income card, chart timeframes with the period return, and Top holdings with a change column that follows the chart. You also get an Allocation pie, a Coming up agenda of dividends and earnings, Recent activity and Goal progress, all in one place.
Click the pencil icon on a portfolio card to choose and arrange 4 to 6 of 19 metrics. Pick from annualized MWR and TWR, dividend yield, number of holdings, largest position, P/E, revenue and EPS growth and more. You can reset to the default six at any time, and it works on the All Portfolios card too.
Coming up on the Dashboard and the Dividends calendar now only count the shares you held before the ex-dividend date. A stock bought after that date no longer shows a dividend you won't receive. We also show announced dividends and pay dates for many more stocks and ETFs, including European ones.
XTB purchases made since late September were being skipped because XTB changed its export format. Re-import your file and the missing purchases will be added without duplicates. Interactive Brokers imports now handle share classes with a space in the ticker, like INVE B, and book dividend rights as normal dividends.
The Goals projected growth chart now has a line for your invested capital. You can see how much of the projected value comes from your own contributions and how much from growth.
