Version 0.78.0 / 3 August 2025
Tariffs up, tariffs down, tariffs up — I hope you’re keeping an eye on your portfolio with PP 
New: The structures of an taxonomy can now be exported and imported via JSON.
With this version, you can export the structure of a classification – i.e. the categories and the assigned securities. And then import it again. The missing categories are added and the assignment of the securities is updated.
Check this topic for more details.
Improvements for the Trades widget
- Improvement: Moving average can now be selected in the Trades widget.
- Improvement: Trades widget can use the security’s currency to count positive or negative trades.
- Improvement: Internal rate of return is now calculated for short trades as well.
Improvements for the CSV Export
- Improvement: CSV export now includes taxes, fees, and quantity for accounts.
- Improvement: Transactions are exported sorted by date in the CSV export.
- Improvement: Special formatting of numeric values (e.g. non-breaking spaces) is removed in CSV export.
Other Improvements and fixes
- Improvement: PDF imports updated for OnVista, Easybank, Deutsche Bank, PostFinance, Sydbank, KBC Group, Tiger Broker, BBVA, Saxo, Scalable, and Trade Republic.
- Fix: IRR of a classification was not calculated correctly when a filter was applied and grouped by classification in the statement of assets view.
- Fix: Resolved an issue where deleted classifications remained visible temporarily.
- Fix: Resolved an issue with sorting trades when multiple transactions occurred on the same day.
- Beta: New view for the status of price updates.