This topic contains the list of new and noteworthy additions to the mobile application.
Version 1.2.0 / 22 May 2024
Direct support of OneDrive, Dropbox, Google Drive, and WebDAV
This release includes direct support for OneDrive, Dropbox, Google Drive, and WebDAV. To use this feature, authenticate with your cloud provider, browse to your file, and tap to open it within the app.
While it was possible to use these providers through the “Files App” before, this direct integration means you can sync and access your files more reliably, with faster change detection and fewer issues with lost permissions. Your files will also be cached on your phone, making them accessible even with a poor network connection.
You may see a warning about an unverified publisher of the authenticating app. This is because providers have different policies for verifying apps. For example, Dropbox only verifies apps after they have more than 50 logins. Rest assured, I will verify with all providers in due time. The functionality does not change, and you can use it already.
Lock File When Leaving the App
I’ve added a new setting to enhance security: you can now lock the file when you leave the app. To enable this feature, activate the lock option in the settings. If you leave the app or put it into the background, the app will lock after 10 seconds, ensuring your financial data is no longer visible. This includes hiding data in the app switcher.
New Layout in Asset Statement Showing Today’s Performance and Total Performance
The asset statement now displays both today’s performance (1 day) and total performance. This feature uses the true-time weighted rate of return. To configure this view, open the filter drawer at the top right and the select the appropriate layout.
More bug fixes
- Enhanced error messaging for unparseable JSON path expressions when downloading historical prices from JSON sources.
- Resolved an issue with sigma not displaying on Android devices.
- Fixed an issue where the editing mode on the dashboard remained enabled when opening another dashboard.
- Fixes an issue where the axis tick labels were rounded to whole numbers.
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Version 1.2.1 / 24 May 2024
This version fixes an issue with using OneDrive when the drive contains shared files.
Google Drive
Attention: When using Google Drive, the notice App blocked is currently displayed. This is because the app has reached the limit of 100 users on Google Drive. No more users can be added until Google verifies the app. I started the process about 2 weeks ago. However, according to Google, the process can take up to 6 weeks. 
Copy Mobile Dashboard
If you move your file from the setup via the “Files” app to a cloud provider, you can also move the mobile dashboard:
- Do not remove the current file initially
- First, add the new file
- In the list of files, open the context menu (the three dots on the right)
- Select “Info”
- Select “Copy configuration from …”
- Select the old, current file
- Afterwards, the current file can be removed
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Version 1.3.0 from September 6, 2024
Customize Menu
Customize the bottom navigation bar to suit your needs through the settings. For example, you can add several dashboards to the navigation or jump directly to a performance chart.
After opening the file, the first entry is now always displayed. So you can control which information you start with.
Custom Charts
Create new custom asset and performance charts. The charts can then also be added to the dashboard. This feature requires a subscription. Many thanks to all who support the app with a subscription.
Further improvements
- Download historical prices from the EOD Historical Data provider.
- On the detail page of a security in a foreign currency, the entry price and current market value are displayed in both the foreign currency and the reporting currency.
- For dashboard widgets, all data series can now be selected on the mobile dashboard (previously, only the filters could be chosen).
Further bug fixes
- Fixed an issue where the reporting period for the last trading day included an extra day, e.g. in the ‘Performance today/total’ layout.
- Fixed a problem when navigating to the securities in the taxonomy view if a category also contains subcategories.
- The British Pence Sterling currency mistakenly used the £ currency symbol.
- Fixes an issue in the statement of assets where a potential filter was not applied to the gain/loss of a position.
- Fixes an issue where the currency symbol was missing for foreign currency prices in the asset statement.
4 Likes
Version 1.4.0 / October 8, 2024
Latest prices from Yahoo Finance
With this update, the app fetches latest prices from Yahoo Finance as well as from JSON and HTML sources, unless they are already being used for historical data.
Previously, the app relied on the price provider for historical prices to also provide latest prices - which usually, but not always, works. With this setup, it should also work for “mixed” setups, i.e. when historical and current price providers are not configured the same way.
Watchlist with sparklines + sorting options
There’s also a new watchlist layout with sparklines and sorting options to help you keep a better eye on your investments.
Other fixes
- Fixes an issue where notifications were shown multiple times, e.g., when the price update is complete.
- Allows reauthentication with the cloud storage provider if the previous authentication has expired.
- Fixes an issue where the cached file was not used under certain circumstances, and a new file was always downloaded instead.
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