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Changelog

What's shipped in Oitava, most recent first.

September 2026

New10 updates
  • Holdings Charts — New Country Exposure pie chart, showing your real geographic exposure: stocks by the company's headquarters country, ETFs by their actual underlying holdings weighted by share of the fund, not the fund's domicile or listing country
  • Trade Republic — Improved csv importing, where some fees were being dropped.
  • Internal tools — Improvements to our internal tools for monitoring database, users and financial data health freshness
  • Performance — Fixed the S&P 500/NASDAQ 100/MSCI World comparison lines showing flat at 0% for portfolios whose first-ever transaction landed on a day the market was closed (a weekend, for example)
  • Holdings Portfolio Snapshot — Added portfolio-weighted Avg P/E, Revenue Growth, and EPS Growth (all TTM), each showing what share of your portfolio's value the number covers
  • Max Drawdown — Added to both Performance (Personal Growth tab) and Stock Analysis (Valuation card), showing the single largest decline for the selected period. Hover it to see the exact peak and bottom highlighted on the chart
  • Stock research Valuation card — Added a second page (Dividend Yield/FFO Payout for REITs, Dividend Yield/Div Payout Ratio for everyone else, plus Max Drawdown), swipe with the new arrows next to the card title
  • Stock research price chart — Added a period Return badge next to the chart title and a CAGR badge in the footer
  • Stock research Balance Sheet card — Added Debt/Equity
  • Privacy mode — Improved to display more data where possible and to cover more cards and charts across Dashboard and Holdings

August 2026

37 updates
  • Dividends Calendar — Fixed the Gross/Net toggle not affecting the per-share and total amounts shown when hovering days in the Month and Year views
  • Added support for Taiwan and New Taiwan Dollar (TWD) as a country and display currency
  • Stock research currency toggle — For companies that report financials in a different currency than they trade in (e.g. Novo Nordisk reports in DKK but trades in USD on the NYSE), a toggle next to the timeframe selector lets you switch the income statement, balance sheet, and cash flow figures between the two currencies. Valuation metrics (Market Cap, P/E, P/S, PEG) always stay correctly calculated in the trading currency regardless of the toggle
  • Charts — Added Revenue Growth, EPS Growth, and FCF Growth metrics (YoY), plus 3 new templates pairing each metric's bars with its growth line on the secondary axis
  • Stock Analysis price chart — Now shows your buy/sell transactions as green and red dots at the correct date and price, with a hover popup showing the date, price, and shares bought/sold
  • UK stock imports — Fixed DeGiro, Trading 212, and other brokers reporting UK-listed share prices in pence (GBX) instead of pounds, which could cause the ticker to be flagged as unsupported or the price to be stored 100x too high
  • Added support for Czech Republic and Czech Koruna (CZK) as a country and display currency
  • Charts — New custom chart builder. Pick any metric from a company's fundamentals or price history, plot multiple metrics together as bars, lines, or areas, and save your own reusable templates
  • Watchlists table — New columns Day Change, P/S, Dividend Yield, Net Margin, Debt/Equity, and Net Cash. Similar to other tables, all columns are customizable now
  • Tax Calculator — New Interest Tax card, calculating tax owed on interest income the same way Dividend Tax already does: broker withholding is netted off against your tax rate, aggregated by month
  • Tax Calculator — Dividend Tax card now has a Holdings/Country toggle, so you can see your dividend income grouped by the country that actually withholds tax on it, useful when your local tax return requires reporting foreign dividend income by source country
  • Performance Trade Analysis — Fixed Realized Profit incorrectly including dividends received while a position was still open, making it look like shares had been sold when they hadn't. Dividends now have their own column
  • Stock research KPI cards — Added P/S, Net Income, FCF margin, and Dividend Yield
  • Performance Trade Analysis — Holding period is now tracked per lot instead of one blended number per trade, so buying more shares later no longer distorts how long a position has really been held. The table shows a holding period range per trade, expandable into each individual lot, plus new Shares and FX Impact columns (how much of your gain/loss came from currency movement) and a Columns button to choose which columns are shown
  • Import preview — Fixed a bug where unsupported tickers in a CSV with duplicate transactions weren't shown or requested until you completed the import; they're now flagged and requested right away in the preview screen
  • Holdings Charts — Two new pie charts, By Yield and By YoC, showing dividend yield and yield on cost per holding
  • Holdings table — New Dividend Yield and Dividends Received columns, a Columns button to choose which columns are shown (your selection is remembered), plus Realized Gain and Total Gain now show a % badge like Unrealized Gain already did, and dual-currency values are stacked vertically instead of running one long line
  • Dividends Overview — New Current Yield card, and two new Dividend Trends tabs, By Yield and By YoC, showing dividend yield and yield on cost per holding
  • Dividends Overview — New "By Holding" table: dividend yield, yield on cost, dividends received, amount actually deposited, and % recovered for every position that's ever paid you a dividend, with a Show Sold toggle to bring back closed positions
  • Dividends — Fixed Yield on Cost so it's based on your current holdings and current dividend rate instead of past cash received, which could be skewed after buying or selling shares. It also now correctly follows the Gross/Net toggle
  • In-kind portfolio transfers — Transferring stocks or ETFs in or out of brokers is now supported for Interactive Brokers, Trading 212, DeGiro. The position moves out of the portfolio without triggering a taxable gain or loss and the performance is correctly calculated
  • API Sync updated - now it is possible to choose between import from the last transacton or import the full history
  • Portfolios page — You can now organize your portfolios in any order. It stays the same after a refresh
  • Add Transaction manually — The ticker search field now also matches by ISIN, not just ticker or company name
  • UI improvements — Implemented a responsive layout, fixing card grids and page headers overlapping or getting cut off on narrower screens (e.g. smaller laptops or a zoomed-in browser)
  • Unsupported ticker requests — Import and sync results now automatically request any tickers we don't yet support, instead of requiring you to open a modal and click Request
  • Spin-offs — Corporate spin-offs (e.g. Continental → Aumovio) now correctly split your original cost basis between the parent and the new listing, instead of the new listing showing a €0 cost basis
  • Watchlists — You can now mark a watchlist as your default, so it's the one shown first, from the ⋯ menu next to each list in the watchlist selector
  • Onboarding — Welcome guide now covers Analysis mode too, plus a new step-by-step guide the first time you open Stock Analysis, Watchlists, Earnings Calendar, Transcripts, or DCF Calculators
  • Stock research KPI cards — Added tooltips explaining PEG, Cash, Total Debt, FCF/Share, EPS Diluted, and margins
  • Stock research charts — Growth badges (revenue, EPS, FCF, shares, etc) now show Annual growth when the Annual toggle is selected, instead of always showing TTM growth like the Quarterly and TTM toggles do
  • Transactions Analytics tab — New tab showing your cash flow by year: deposits, withdrawals, fees, interest, dividends, realized gains, and where your money currently sits between invested, cash, and withdrawn
  • Interactive Brokers — Fixed a bug where the fee on a currency conversion could be silently dropped from your cash balance instead of being deducted
  • Financial data accuracy — Improved the automated pipeline that ingests newly reported quarters
  • Nasdaq 100 coverage completed — Quarterly fundamentals, ratios, and ROIC now available for all Nasdaq 100 companies
  • New article: Free Cash Flow, Explained — A walkthrough of how to calculate and read free cash flow, using real Amazon numbers
  • Interactive Brokers — Continued reliability improvements to the CSV parser and API sync

July 2026

37 updates
  • Notification bell — Fixed a scroll bug and a stale earnings transcript ticker showing on deep links
  • PPR screenshot import — Replaced the tooltip with a proper Guide button and modal for adding PPR holdings and transactions
  • Interactive Brokers accuracy — Fixed currency conversion and negative-interest handling, and a sign bug where debit interest wasn't debiting cash correctly
  • Public stock research — AAPL, MSFT, NVDA, AMZN, GOOGL, META, TSLA, JPM, V and JNJ pages are now fully unlocked for anonymous visitors, instead of the revenue/EPS-only teaser
  • Intrinsic Value Calculator — New DCF calculator alongside Reverse DCF, set your own growth and margin assumptions to see the intrinsic value the model produces
  • DCF calculators — Improved user-facing messages
  • Interactive Brokers API sync — Automatic portfolio sync via the IBKR API, no CSV exports needed, same as the existing Trading 212 sync
  • Currency dropdowns — Now show a flag icon next to each currency code, making it faster to spot the right one
  • XTB import safety — Uploads from an account currency we can't confidently identify are now rejected with a clear message instead of being silently mislabeled, which could previously corrupt cash and gain totals
  • New Portfolio — Base Currency picker is now a full dropdown covering every supported currency, instead of a short quick-pick list
  • PLN support — Polish zloty is now a supported currency, including the Warsaw Stock Exchange, and Poland is now available as a country option
  • New article: 5 Things to Check Before Buying a Stock — A checklist covering revenue, margins, debt, cash flow, and share count, illustrated with real Visa and Carvana numbers
  • Data Export — Expanded to include full transaction details, holdings, gains, watchlists, and referral history
  • CNY and AUD support — Chinese yuan and Australian dollar are now supported currencies, and Interactive Brokers Forex conversions reported as CNH (offshore yuan) are correctly recognized as CNY
  • Asset Type filter — Holdings Charts and Performance Trade Analysis now have an All/ETF/Stocks filter, so you can isolate ETF or stock-only exposure, win rate, and returns
  • XTB — Fixed handling when a listing's currency differs from the XTB portfolio currency, and fixed the Finland/Denmark ticker suffix (was using a hyphen instead of a dot)
  • CAD, JPY and DKK support — Canadian dollar, Japanese yen and Danish krone are now supported, including Canadian, Tokyo and Copenhagen exchanges and listings
  • Dividend Calendar — See upcoming and past dividend payments across a month or full year
  • Earnings Calendar - Updated for accurate behaviour for European stocks
  • Interactive Brokers parser — Fixed dividend currency mismatches, triple-dividend and same-day dividend/withholding collisions, and improved corporate action handling
  • Cash-off portfolios — Dividends are now imported directly from your broker's CSV, just like cash-on portfolios, giving exact amounts and payment dates instead of estimates. Re-import an existing cash-off portfolio's CSV to pick up the improvement
  • Transactions table — New per-row edit button and fixed table headers while scrolling
  • Interactive Brokers — Fixed a bug where selling a stock in cash-on portfolios could incorrectly reduce your cash balance instead of adding the sale proceeds
  • Interactive Brokers — Improved CSV format detection for statements covering a period with no trades
  • Known limitations — New section in the import flow explaining edge cases we're aware of
  • Trading 212 — Updated parser due to the Trading 212 changing its CSV date column header
  • Guides — Updated guides for adding transactions, Tax Calculator, Earnings Calendar and Reverse DCF
  • Fees — Transaction fees can now be edited and added manually
  • HKD support — Hong Kong dollar added as a supported currency
  • Trading 212 sync — Clearer error messages and an improved post-import screen on mobile
  • Watchlist improvements - Refined search bar and it is now possible to edit watchlist names
  • Watchlist Biggest Movers chart — See which stocks in a watchlist have moved most against their 50/200-day moving average, YTD, or 52-week high/low
  • Improved onboarding and guides— Welcome Onboarding improved with more info and a new step-by-step guide for adding transactions via sync, CSV import, or manual entry
  • European stocks research — Earnings calendar, analyst estimates, transcripts and AI summaries now cover European listings, starting with ASML and Safran ahead of full Euro Stoxx 50 coverage
  • Reverse DCF - No longer limited to the S&P 500, now on all stocks we cover. New guide added
  • Referral Program reworked — One free month for every friend who joins through your link, with no limit
  • Certificados de Aforro accuracy improvements and more PPRs added — including Stoik

June 2026

18 updates
  • Custom Portfolios — Track manually-managed investments like pension funds, bond or other assets not held at a brokerage. For Portuguese investors Certificados de Aforro and PPRs have their own category, everything fully automated including listings for the main PPRs.
  • All Portfolios toggles — Choose which portfolios are included in the All Portfolios aggregate. Excluded portfolios are removed from all metrics and calculations in the All Portfolios view
  • Intraday Live Prices — Portfolios, Holdings, Stock Analysis and Watchlist pages now refresh prices hourly during market hours instead of once daily
  • Google Sign-In — Sign in with Google, with automatic link to your existing account. Link/unlink your Google account in the settings
  • Guides & Articles — New help center content, with more articles and guides added in the future
  • Explore Demo Portfolio — Try the app with a sample portfolio before creating an account
  • Performance Calculation Fixes — Corrected IRR for cash-off portfolios, securities valued at 0 on missing prices, price-data gaps, and tiny-seed deposit instability
  • Referral Program — Invite friends and earn free subscription months. Accumulated months apply automatically when the early access period ends
  • Trade Analysis Tab — Per-trade holding period calculation fixed, CAGR vs. holding period scatter chart, top performers bar chart, and filters for sold/small positions
  • Trading 212 API — Automatic portfolio sync via the T212 API, no CSV exports needed
  • Earnings Notifications — Weekly email notifications for upcoming earnings from your holdings
  • Earnings Transcripts — Full earnings call transcripts with AI-generated summaries
  • FAQ Page — New frequently asked questions section
  • Tax Calculator — More countries added for tax calculations
  • Mobile Experience — Optimized page layouts, tables, and detail views for a better mobile experience
  • Holdings Charts — Biggest gainers/losers, sector breakdown charts, and summary cards
  • Stock Detail Range Bars — Introduced range bars for key metrics on the stock detail page
  • Expanded Crypto Support — BTC and ETH tracking support for XTB, Revolut and Trade Republic

May 2026

19 updates
  • Trade Republic - Dividends bugfix, improved cashback import for accurate performance tracking
  • Reverse DCF Calculator — see what growth rate the market is pricing into stocks
  • Brokerage Upgrades — XTB EUR/USD sub-accounts and Trading 212 card cashback
  • Welcome Onboarding — new interactive step-by-step setup guide
  • Dividend Projections — forward run-rate calculations and outlier filtering
  • Ticker Requests — request missing stocks and ETFs by ticker or ISIN
  • Trade Republic Support — Initial implementation. Stocks and ETFs limited support
  • Duplicate Transaction — improved UI/UX for duplicates
  • News & Content overhaul — News page redesign and reliable FMP data integration
  • Expanded Brokerage Support — new Revolut importer and improved XTB parsing
  • Multi-Portfolio Charting — dashboard charts now display individual lines per portfolio
  • Expanded Contact Form — support for PDF and CSV attachments
  • Bot protection & monitoring — Cloudflare Turnstile integration and Sentry/PostHog setup
  • Earnings Calendar overhaul — BMO/AMC indicators and real-time report status tracking
  • Transaction editing redesign — slide-in drawer with multi-transaction and field validation
  • Yield on Cost for rollup — supported for the combined All Portfolios view
  • Operating Cash Flow chart — historical cash flow trends for all stocks
  • Performance calculation overhaul — unified calculation engine and XIRR optimizations
  • Stock Analysis page - performance improvements and progressive rendering

April 2026

13 updates
  • Enhanced data integrity — stricter validation for all profile and portfolio inputs
  • Attach images to contact forms — easier bug reporting and feedback
  • Cash-off portfolio mode — track performance without counting idle cash as invested capital
  • IRR, TWR and benchmark comparisons fully supported for cash-off portfolios
  • Tax calculator dividend estimates for cash-off portfolios
  • Brokerage setup guide — step-by-step onboarding when creating the first portfolio
  • Earnings calendar bug fixes and improvements
  • Security hardening — login rate limiting, CSRF protection, OWASP review
  • Improved CSV import for Interactive Brokers and DeGiro
  • Improved calculation performance — core engine refactored for faster portfolio updates
  • Account settings — data export and account deletion
  • User registration, email verification, and password reset
  • Privacy mode — hide sensitive values with one click

March 2026

8 updates
  • AI earnings preview — pre-earnings analysis for your holdings
  • Earnings calendar — upcoming and past earnings with beat/miss history
  • All Portfolios view — combined rollup across all accounts
  • Trade analysis tab — behavioural KPIs and ownership history
  • Performance page revamp — dual-view with timeframe slicing
  • ROIC (Return on Invested Capital) added to stock research
  • Tax calculator — split vs. detailed view
  • Server-side pagination and filtering for transactions