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Changelog

What's shipped in Oitava, most recent first.

October 2026

New20 updates
  • Mobile app: Oitava is coming to your phone. The Android app enters closed testing on 25 October 2026 and iOS will follow soon. It covers your portfolios, dashboard, holdings, dividends, performance and transactions, plus stock analysis, watchlists, the earnings calendar and transcripts. You can import broker CSV files and sync your broker from the app. It is available in English and Portuguese, with dark mode
  • Earnings calendar: Dates are more accurate. When Nasdaq lists a call date, we use it over the one from our other source. Dates that passed without an update are corrected from the company's SEC 8-K filing, so the date shown matches the report
  • Korean won: KRW is now one of our 17 supported currencies
  • Halloween sale: The yearly plan is €40 for the first year (43% off), then €70 a year. The offer ends Sunday 1 November 2026 at 23:59 Lisbon time. Monthly and founder plans are unchanged
  • Notifications: The notifications in the bell now follow your language. Weekly earnings, new transcripts and referral rewards show in European Portuguese when that is your language, including the ones you already have
  • Prices: Stock and ETF prices now update every 15 minutes during market hours, instead of every hour. Once a market closes, you see its official closing price, so the day change of European stocks matches your broker
  • Language: Oitava is now available in European Portuguese. Switch from the globe menu at the top of the page or from Settings. If your browser is set to Portuguese, the site opens in Portuguese automatically, and your emails follow the language you choose
  • Holdings and Portfolios: Fixed the Realized P/L percentage, which could show a gain as a loss. It is now your realized gain divided by your invested capital, the same basis as Total P/L. The Realized Gain column in the Holdings table now includes dividends, and its dividends are the amount you actually received after withholding tax, the same amount the Realized P/L card counts
  • Portfolios: Customize each portfolio card. From the pencil icon on a card, choose and arrange 4 to 6 of 19 metrics, including annualized MWR and TWR, dividend yield, number of holdings, largest position, P/E, and revenue and EPS growth. Reset to the default six at any time. It also works on the All Portfolios card
  • Stock research currency toggle: Fixed the toggle not converting Kaspi.kz (KSPI) figures from Kazakhstani Tenge (KZT) to US Dollars. KZT is now a supported currency
  • Dividends: Coming up on the Dashboard and the Dividends calendar now only count the shares you held before the ex-dividend date, so a stock bought after that date no longer shows a dividend you won't receive, and one sold after it still does. They also show announced dividends and pay dates for many more stocks and ETFs, including European ones
  • XTB: Fixed purchases made since late September not being imported. XTB changed how it describes purchases in its export, so those rows were flagged as invalid and left out. Re-import your XTB file and the missing purchases will be added, without duplicating the ones you already have
  • Dashboard: Redesigned with a Dividend Income card, chart timeframes with the period return, Top holdings with a change column that follows the chart, an Allocation pie, a Coming up agenda of dividends and earnings, Recent activity and Goal progress.
  • Watchlists: Biggest Movers now prints each bar's value on the bar, with a new toggle % / Price toggle.
  • Portfolios: New logo picker for Manual / Other and Custom portfolios. Choose a bank, brokerage, crypto exchange or savings provider logo instead of the gray square, when you create the portfolio or from the pencil icon on its card.
  • Watchlists: New Market lists in the watchlist selector: S&P 500, NASDAQ 100, EURO STOXX 50, sector lists, High dividend, and stocks near their 52 week high or low.
  • Roadmap: New Show interest button on each idea in the Considering list, so you can tell us which ones you want built. Click it again to take your interest back.
  • Portfolios: New All Portfolios card at the top of the Portfolios page, with the same figures as each individual portfolio card. It shows how many of your portfolios it includes, since you can leave some out from the Accounts card on the Dashboard
  • XTB: Transfers between your XTB accounts, including currency conversions, are now imported as a withdrawal from one account and a deposit into the other. Cash and invested amounts now add up whether you import all your XTB accounts into one portfolio or each into its own
  • XTB: Fixed a portfolio showing zero holdings and zero value after importing a file that contains an options trade. Options are now skipped on import, like CFDs, since they are not tracked. Separately, a single transaction we cannot value no longer stops the rest of your portfolio from being calculated: it is left out and flagged for review, and everything else shows as normal

September 2026

33 updates
  • REITs: New FFO (Funds From Operations), the metric REITs are actually valued on. P/E is replaced with P/FFO, with FFO charts and payout coverage
  • Guides — All page guides were rewritten and expanded to explain every figure and chart on their page, with new guides on Goals and Performance. They now share one consistent design across the site, with a tab for each part of the page and numbered steps where there is an order to follow
  • Free plan — Try the Tax Calculator, Goals, and the full Trade Analysis on the demo portfolio, straight from the subscribe prompt, without leaving the page
  • Welcome guide — New step on tracking crypto. It shows which portfolio to create depending on where your coins are: with a broker like Trade Republic, Revolut, XTB or Robinhood, or on an exchange like Binance or Coinbase. It also points you to the crypto guide and the CSV template help
  • Free plan — Oitava now has a free plan, instead of locking you out when your trial ends. Keep tracking 2 portfolios with CSV imports and manual entry, performance and benchmarks, full dividend tracking, the Trade Analysis table, 1 watchlist of up to 10 companies, and 5 years of annual figures on any company, no credit card needed. Nothing you added is ever deleted: if you have more than 2 portfolios, you choose the 2 you keep editing and the others stay fully viewable but read only. Broker auto sync, the tax calculator, quarterly and TTM research, transcripts, DCF, the chart builder, and the earnings calendar stay available with a subscription, which you can start or switch back from in Settings at any time
  • Retirement — New section on the Goals page, for spending the money down rather than building it up. Pick any two of starting value, duration, and monthly withdrawal, and we solve for the third, then load a goal to start your retirement from wherever that goal ends. Withdrawals rise with inflation each year, so the figure you enter keeps its spending power throughout, and a second figure tells you what it is worth in today's money. Your tax rates and your portfolio's dividend yield are folded in, so the monthly figure is what you actually get to spend, and both stay editable if you want to model retiring elsewhere. Save named scenarios per portfolio, same as goals
  • Goals — New inflation rate assumption. Deposits now rise with it each year, and the result box shows what your target is worth in today's money alongside the target itself
  • Goals — New calculator to plan toward a target: pick any three of target year, annual return, monthly deposit, and target amount, and we solve for the fourth. Save named scenarios per portfolio, reload them from a dropdown, and manage them from the pencil icon next to it. The Value progress bar now splits into deposits and profit, and the year-by-year table adds cumulative return, year-over-year growth, and progress-to-target columns
  • Tax Calculator — Fixed selling a crypto reward or a staking reward being reported as "sold without matching buy lots", with no gain or tax calculated at all. Those units cost you nothing, so they now correctly carry a zero acquisition cost and the full sale price is the taxable gain
  • Tax Calculator — Portugal: crypto held for 365 days or more is now correctly exempt from capital gains tax, and crypto sold before that is taxed at the flat 28%. Previously crypto followed the rates for shares, so a coin held over a year was taxed at 28% instead of 0%
  • Tax Calculator — The Interest Tax card is now "Interest & Other Income" and includes cash broker rewards, such as Trading 212's free share promotion, which are income in the year you received them
  • Robinhood — New brokerage support. Import your Robinhood Europe account activity report and we handle SEPA deposits, crypto purchases and sales, transfers, staking earnings, and crypto rewards. Yield payments on your cash balance are the one gap: Robinhood only puts those in the monthly PDF statements, so add them yourself as Interest
  • Robinhood — New step by step export guide, with screenshots, at Help or from the new "How to get your CSV" button inside the import window. That button used to sit on the Transactions toolbar and now lives next to Known Limitations, where you are actually being asked for the file
  • Holdings — For instruments quoted in a currency you did not pay in, Current Price and Market Value now show the real quote with your currency underneath. Robinhood Europe charges you in euros for assets priced in dollars, so a tokenized US stock showed a euro price it does not actually trade at. Average Cost stays in what you paid, since that is your acquisition value for tax
  • Transactions — Fixed transfers in showing with the same red badge as sells in the Buy/Sell tab. Green now means units arrived, red means they left
  • New Rewards transaction type — Broker gifts like Robinhood's Crypto Reward, Trading 212's Free Shares Promotion, and referral bonuses now have their own transaction type instead of being mixed in with deposits or interest. Both shapes are supported: a cash reward and a reward paid in shares or crypto
  • Rewards performance — Receiving a reward no longer counts as portfolio performance. The reward's value on the day you received it is treated as capital, so only what it gains or loses afterwards shows up in your return, exactly like money you deposited yourself
  • Trading 212 free shares — Fixed the free share promotion being counted as investment gain instead of capital, which inflated your return by the value of the free shares. Note this makes your Invested Capital slightly higher than the net deposits figure shown in the T212 app, which is correct: T212's number answers how much you transferred in, ours answers what your return is measured against
  • Transactions — New Rewards tab in the history table, alongside Trades, Dividends, Cash Movements, Conversions, and Interest
  • Dashboard — The Invested Capital card tooltip now breaks the total down into deposits and transfers versus broker rewards, whenever you have rewards
  • Holdings table — Fixed Total Gain not including dividends received, so it now correctly equals Unrealized + Realized + Dividends
  • 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)
  • Performance — Fixed the S&P 500/NASDAQ 100/MSCI World comparison lines and the Race chart showing flat at 0% for portfolios built from broker rewards or transferred-in positions. Those units arrive already invested, with no buy behind them, so the comparison was leaving the money uninvested and never tracking the index at all
  • Standard CSV import — The custom CSV format now supports Fees, Transfers In/Out, and Rewards, matching what Robinhood and other brokers can already import automatically. A Reward row works both as cash or as an asset (shares/crypto) depending on whether you fill in a ticker
  • 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