Version 0.83.1 of April 15, 2026
CSV Import from Trade Republic
Import your complete transaction history using the new CSV interface from Trade Republic.
In Trade Republic, you can download the file in the app under Service → Account statements → Transaction export .
In Portfolio Performance , import it via File → Import → Trade Republic (CSV) .
Version 0.83.2 of April 19, 2026
Various small improvements and bug fixes. And yes, dialogs now default to the current date again. The idea of using the last transaction date when creating a new transaction was simply too unusual. Thank you for the feedback.
- Improvement: Enhanced Trade Republic CSV importer to reconcile cash dividend corrections and book negative tax optimizations as taxes.
- Improvement: Improved IBFlex cross-currency dividend import.
- Improvement: Enhanced PDF importers for Scalable Capital and Liberty Vorsorge AG.
- Improvement: Added a CSV import template for Scalable Capital.
- Improvement: Added a tooltip for the FIRE widget.
- Fix: Fixed the label background on Windows in the theme preferences page.
- Fix: Reverted “Remember and preset the transaction date last entered” due to issues.
Version 0.84.0 of June 1st, 2026
New: Added Finnish translation.
Kiitos suomenkielisestä käännöksestä. 
New: Added a collapsible section widget for the dashboard.
For better organization on the dashboard, there are now collapsible sections. If a dashboard contains multiple sections with the same name, they are expanded and collapsed together. This is useful, for example, when organizing risk metrics by year in separate columns.
Other improvements and bug fixes
- Improvement: Added ex-dividend date support to the PDF importers for Baaderbank, Banco Bilbao, Bank SLM, and apoBank.
- Improvement: Swissquote PDF importer now imports option premiums as dividend transactions.
- Improvement: Added English dividend notes for Scalable Capital.
- Fix: Corrected the comdirect PDF importer for the new buy/tax-treatment format and partial withholding tax above 15%.
- Fix: Fixed Bundesschatz deposit/withdrawal PDF extraction (IBAN and amount were reversed).
- Fix: Interactive Brokers Flex Query import now books tax refunds and fees correctly.
- Fix: Fixed theme switching artifacts caused by hardcoded background colors.
A maintenance update in the “hot” phase (at least when looking at the weather here in Mannheim, Germany)
Version 0.84.1 of 3rd June 2026
This version fixes a rare issue on macOS where Portfolio Performance could become unresponsive while editing table entries.
Version 0.84.2 of 22 June 2026
- New: Added the Borsa İstanbul trade calendar with Hijri date support.
- Improvement: Enhanced PDF importers for BNP Paribas, Bondora Capital, Boursorama, Credit Suisse, DAB Bank, DADAT, Debitum Investments, ING, Trade Republic, and WirBank.
- Improvement: Securities performance view now keeps the selection when changing view settings.
- Fix: Colorized the profit/loss column in base currency.
- Fix: Corrected Finnish month name formatting in the UI.
- Fix: Fixed incorrect excess return values in the performance heatmap.
Version 0.85.0 of 7 July 2026
New: Assign ownership shares to grouped accounts
The idea is simple: if you manage multiple family members in a single portfolio file, you may also want to analyze the performance of the assets belonging to an individual family member. You can now create a filter and add an account or portfolio with an ownership share.
The filters are then available in all the usual places:
New: Added “Move Left/Right” actions for rearranging dashboard views and columns
New: Better support for manually entering transactions from unrecognized PDFs
Automatic transaction import from PDFs usually works well. But when it doesn’t, manually entering the transaction can be time-consuming. The new editor displays unrecognized PDF documents and lets you enter transactions directly alongside them.
The goal is not to replace automatic import, but eventually to include this information in the debug output as well, making it easier and faster to improve the PDF importers. We’re not there yet—but one step at a time.
Other improvements and bug fixes
- Improvement: Enhanced PDF importers for Interactive Brokers Flex, PostFinance, Trade Republic, UniCredit, and WirBank.
- Improvement: Icons for inactive accounts and securities are now consistently marked as inactive, using either a gray or a faded (semi-transparent) icon.
- Improvement: Added an option to disable value coloring for indicator and ratio widgets.
- Improvement: Taxonomy pie and donut views are now created on demand for better performance.
Version 0.86.0 of 15 July 2026
New: Rebalancing view now lets you enter an additional amount to invest or withdraw
Sometimes you already know about an upcoming payment, such as a Christmas bonus or another bonus, or an upcoming expense, such as Christmas presents or a vacation. You can now include this amount in the rebalancing calculation without having to enter it as a dummy transaction first.
New: Import and export custom security attributes via CSV
Custom security attributes are now included when exporting securities as CSV:
They can also be imported:
Also new for CSV imports: custom attributes can now be updated for existing securities. Securities are matched by ISIN, WKN, ticker symbol, or name, and their attributes are then updated.
Additional new features
- New: Added a profit/loss column based on the moving average cost basis.
- New: Added an option to use moving average as the cost method in the payments view.
- New: Added a PDF importer for St.Galler Kantonalbank.
Further improvements and fixes
- Improvement: Enhanced PDF importers for KBC/Bolero, flatex, Scalable Capital, comdirect, Raiffeisenbank Gruppe, and Consorsbank.
- Improvement: The payments-per-quarter matrix can now display the first year only.
- Improvement: The transaction source field is now inline-editable, like the note field.
- Improvement: You can now type the date directly in the Time Machine on the statement of assets.
- Fix: CSV import no longer fails on empty columns when re-reading a file.
Version 0.86.1 of 30 July 2026
Various small improvements and bug fixes…
- New: PDF and CSV import remember the last used directory per account.
- New: Added a PDF importer for Thurgauer Kantonalbank.
- Improvement: Enhanced PDF importers for DADAT, Sunrise, St.Galler Kantonalbank, comdirect, S Broker, Union Investment, Findependent AG, UmweltBank, and DekaBank.
- Improvement: The right-click menu on a table header now also lists the show/hide column actions.
- Improvement: The attributes page of the edit security dialog can be scrolled.
- Fix: FIFO capital gains now use the exchange rate recorded on the transaction, matching the moving average and cost calculations.
- Fix: Corrected a regression in the calculation of shares held.
Version 0.87.0 of 16 August 2026
New: Trades can now be grouped by purchase
There are different ways to match a purchase with a sale to create a trade. Until now, the sale always determined the trade. Alternatively, each purchase can now create its own trade, with sales being split across the purchases that are closed as a result.
This is particularly noticeable for savings plans or regular rebalancing of a security. Here, trades are now broken down by each purchase.
New: Categories in the Statement of Assets can be expanded and collapsed
With this version, categories in the Statement of Assets can once again be expanded and collapsed. Unlike the first implementation, this no longer uses an actual tree structure; instead, the rows are simply hidden. This should make expanding and collapsing much, much faster and should no longer affect the current alignment and width of the columns. The collapsed state is saved for each file and classification.
New: The line width in a security’s price chart can now be adjusted via the chart menu
Depending on your monitor’s resolution, it can be useful to make the lines in the price chart thinner or thicker. Previously, the line width could not be adjusted. This version adds a menu item for this setting.
Further improvements and bug fixes
- Improvement: Enhanced PDF importers for Barclays Bank Ireland, comdirect, Consorsbank, DAB, Raiffeisen Bankengruppe, and Trade Republic.
- Improvement: The title of the Trades view now reflects the selected accounts and portfolios.
- Fix: Importing a large number of PDF documents no longer fails with a “No more handles” error.
- Fix: Searching for a new instrument no longer aborts with an error when a search provider returns an unexpected answer.
- Fix: Trades now use the exchange rate recorded on the transaction instead of the daily rate.
- Fix: Fixed a sporadic error in the portfolio balance chart when it was updated twice in quick succession.
- Fix: The donut chart now sorts consistently with the pie chart.
