Version 0.69.0 / June 12, 2024
It took a while for this version to see the light of day - but there are some new features. Relaxed investing!
New: Portfolio Report with cryptocurrencies and prices in other currencies
There are two major changes in Portfolio Report:
- First, there are now also historical rates for popular cryptocurrencies.
- Secondly, Portfolio Report can also provide prices in other currencies. In the application, you can now select the currency more easily in the security settings.
New: Added charts of holdings and balances to the “Security Accounts” view
Under the list of securities accounts, you can view both the diagram with the valuation …
… as well as the positions in a pie chart.
New: Introduced a new investment plan of type “Interest”
Under Savings plans you can now also create regular interest payments:
New: Added Sharpe Ratio widget to the dashboard
With the Sharpe Ratio there is a new widget in the risk key figures. The tooltip shows the calculation.
Important: As the ratio is based on volatility, complete historical prices are required. Without complete prices, the volatility is lower.
New: New dialog to help find differences between recorded and actual balance
There is now a new context menu Troubleshoot balance discrepancy in the account list. It opens a dialog with the calculated monthly balances. In the “Expected balance” column, you can enter the balance that you expect - according to the account statement. PP uses the calculated difference to try to find other postings - for example, because they were made to a different account or are in the future.
As you can see in the video, this is a first step. Let us know how we can improve it.
More changes
- New: Added an option to list only active instruments in the “All Securities” view
- New: Added columns to display ex-date and payment date of dividend payments loaded from DivvyDiary
- New: Added a new trade calendar for the Australian Stock Exchange (ASX)
- New: Introduced a new PDF importer for C24 Bank, Tradegate, Raisin Bank, and First Trade Securities
More improvements
- Improvements to the PDF importers for Liechtenstein, Swissquote, Consorsbank, Trade Republic, FFB, Comdirect, Raiffeisenbank, ING DiBa, Degiro, DADAT, FlatEx, WIR Bank, sBroker, DKB, Erste Bank, Zürcher Kantonalbank, Arkea Direct Bank, Geno Broker, Bondora
- Improvement: Added configuration to the “Earnings” widget to show collapsed or expanded monthly transactions
- Improvement: Benchmark series can now be configured for the IRR dashboard widget
- Improvement: Added options to filter by type of transaction or search transactions in the list of transactions below accounts
- Improvement: Stopped updating dividend payments from DivvyDiary if the instrument is retired
More fixes
- Fix: Fixed a problem where a tooltip was showing actual values even though discreet mode was active
- Fix: Fixed the missing logo of instruments in the performance calculation if the instrument was not held anymore
- Fix: Fixed a problem where future historical prices were not stored in the binary format