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Changelog

What's shipped in Oitava, most recent first.

July 2026

New26 updates
  • 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