Version 0.77.0 / 9 June 2025
New: Compare price of different securities in a single chart
@OnkelDok has expanded the price chart: when you select multiple securities, they are displayed together in the price chart. All other information (dividends, holdings, etc.) is not displayed to keep the chart clear.
See for yourself:
New: Widgets for current drawdown and all-time high of your total portfolio
@stone42 has developed two widgets for the dashboard:
With the All time high, you can display the highest value of the total portfolio (or an alternative data series):
The current drawdown shows – well, the current drawdown as a key figure:
New: Portfolio Performance is now available in Vietnamese.
@Manh_Doan has translated Portfolio Performance into Vietnamese. Cảm ơn cậu!
Improvement: Imported transactions are now matched more reliably to the correct accounts and portfolios, even with different currencies.
If entries with multiple currencies are detected during import, an account can now be selected for each of the currencies. Previously, you could only select one account and had to choose one of the currencies (and select the others manually).
Improvement: PDF imports updated…
@Nirus was tireless as always in updating the PDF importers. Here: 1822direkt, VDK Bank, Scalable Capital, Boursobank, Moderna Estonia, Quirin, Swissquote, KBC Group, Bison, OLB, Saxo Bank, Trade Republic, and Baader Bank.
Further improvements and bug fixes
- Improvement: Searching amounts under ‘All Transactions’ is now easier thanks to better handling of decimal separators.
- Improvement: More stable handling of the new built-in price provider.
- Improvement: You can now filter search results by price provider.
- Improvement: IBFlex now imports transfers in different currencies as well.
- Fix: Fixed an issue where CoinGecko prices for the same cryptocurrency were mixed across different fiat currencies.
- Fix: Corrected a holiday name in the Chilean trading calendar.