☀ New & Noteworthy

Version 0.56.3 / 9 January 2022

Happy new year to you all! This new release is a mix of small improvements and bug fixes. During the last months, 9 different developers have contributed code to Portfolio Performance - from small bug fixes to features. It makes me very happy to see this kind of support :smile:

Previous (trading) day as reporting period

Two new dynamic reporting period allow you to select the last day or the last trading day. This can be useful if you want to add / configure widgets on the dashboard accordingly.

Rebalancing view with new columns

Two new columns in the rebalancing view show the target allocation relative to the total portfolio and the delta relative to the total assets.

“unixtime” as new date format for the TODOAY macro within quote URLs

The TODAY macro now supports “unixtime” to format the current data as Unix timestamp. For example, you could {TODAY:unixtime:-P3M} to print the current date minus 3 months as unix timestamp. The macro is supported in all data provider URLs.

Improvements

  • Improvement of PDF importers: Hellobank, s.broker, Flatex, DZ Bankgruppe, Keytrade, Deutsche Bank, Raiffeisenbank, PostFinance, DAB, OnVista, Baader Bank, ScorePriority, DKB, Degiro
  • Improvement: charts on the dashboard with improved time grid
  • Improvement: better support for multi-line notes for securities
  • Improvement: when exporting data into CSV, format dates according to ISO standard so that Excel and Apple Numbers correctly identify the date

Fixes

  • Fix: Fixes a problem when the exchange rate entered by the user is zero when editing transactions
  • Fix: Fixes a NullPointerException when updating the rebalancing view
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