Wealthfolio: Private Finance

Wealthfolio now speaks your language, and tracks more of your portfolio. • 5 languages: the entire app is now available in English, Français, Deutsch, Español, and 简体中文. Choose yours in Settings, or during setup. • Short positions: track shorts on stocks, ETFs, and options with proper Sell Short / Buy to Cover handling. • Taxes on activities: record tax directly on a trade or income activity, and see it reflected in your cost basis and performance. • Reimbursements & split transactions: net refunds against your spending, and split one transaction across multiple categories. • Smarter rebalancing: keep specific holdings off-limits with do-not-sell rules, cap turnover, and see plain-language explanations for every suggested move. • Redesigned Health Center: clearer data-quality checks with one-tap fixes — now in all five languages. • Holdings & performance: new Realized P&L and Book cost, plus clearer money-weighted return (MWR) labels.

Wealthfolio 3.5.3 • New Activities tab on every account — view and edit activities in place • Export your holdings from Settings → Exports • Smarter rebalancing with hybrid drift bands, plus tag cash accounts as fixed income • Fixed the gap so the app now uses the full screen on iPhone • Faster dashboard, native date-range picker, and mobile filters that apply right away • Plenty of fixes across history, currencies, and imports

Wealthfolio 3.5 is one of our biggest updates yet, with two brand-new modules and a rebuilt performance engine. Spending & Budgeting Track where your money goes, right alongside your investments. Set up rules to automatically categorize transactions, build monthly budgets with groups and rollovers, mark life events to see what they really cost, and get clear, narrative insights into your cash flow. Credit-card tracking and AI-assisted categorization are included. Allocation Targets & Rebalancing Define your ideal portfolio and get a clear plan to reach it. Start from built-in models or build your own by region, sector, or asset type, see exactly how far each holding has drifted, and get a suggested buy/sell plan using new cash, sales, or a smart mix of both. Works with whole or fractional shares and your own trade rules, and exports to CSV. More Accurate Performance Reporting We rebuilt how performance is measured. Wealthfolio now calculates true time-weighted returns (TWR) so your results aren't skewed by deposits and withdrawals, plus money-weighted returns (IRR) to show how you personally did. A full breakdown explains what drove each period's change — income, gains, fees, taxes, and currency effects — along with volatility and drawdown, all calculated consistently across accounts and portfolios. Refreshed Net Worth Dashboard A thoughtful redesign with a richer breakdown, cleaner cards, tap-to-expand detail, and a smoother mobile experience. Also New - AI asset classification (preview) - Buy and sell markers on the stock history chart - A fresh look with new typography and refined charts - More performance metrics - Many bug fixes and performance improvements Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible.

Wealthfolio 3.5 is one of our biggest updates yet, with two brand-new modules and a rebuilt performance engine. Spending & Budgeting Track where your money goes, right alongside your investments. Set up rules to automatically categorize transactions, build monthly budgets with groups and rollovers, mark life events to see what they really cost, and get clear, narrative insights into your cash flow. Credit-card tracking and AI-assisted categorization are included. Allocation Targets & Rebalancing Define your ideal portfolio and get a clear plan to reach it. Start from built-in models or build your own by region, sector, or asset type, see exactly how far each holding has drifted, and get a suggested buy/sell plan using new cash, sales, or a smart mix of both. Works with whole or fractional shares and your own trade rules, and exports to CSV. More Accurate Performance Reporting We rebuilt how performance is measured. Wealthfolio now calculates true time-weighted returns (TWR) so your results aren't skewed by deposits and withdrawals, plus money-weighted returns (IRR) to show how you personally did. A full breakdown explains what drove each period's change — income, gains, fees, taxes, and currency effects — along with volatility and drawdown, all calculated consistently across accounts and portfolios. Refreshed Net Worth Dashboard A thoughtful redesign with a richer breakdown, cleaner cards, tap-to-expand detail, and a smoother mobile experience. Also New - AI asset classification (preview) - Buy and sell markers on the stock history chart - A fresh look with new typography and refined charts - Many bug fixes and performance improvements Wealthfolio is local-first and open source. Thank you to our community contributors who made this release possible.

- CSV imports keep the right exchange and currency for international listings. - New activity types: DRIP, dividend-in-kind, and staking rewards. - Lots of improvements and bug fixes.

• Brand new Goals & Retirement Simulator with a Monte Carlo Risk Lab • AI assistant now reads your Health Center, imports CSVs inline, and remembers attachments • Custom providers can point at self-hosted URLs, with click-to-map preview • Hide expired options, link existing transfer pairs, ISIN on asset profile • Mobile fixes for chart drag, device sync pairing, and activity validation

- Custom market data providers to fetch prices - Revamped and improved CSV import with ISIN support, encoding detection, asset review step, and smarter duplicate handling - Income page: filter by account and new stacked chart view - AI assistant now supports file attachments (CSV, images, PDF) - Bug fixes: expired options handling, DRIP dividends, mobile chart interactions, valuation accuracy, and more

Options, Bonds & Precious Metals Track options contracts, bonds (including US Treasuries), and precious metals with accurate valuations. AI Assistant Add multiple transactions at once and edit previous messages. Charts New 1-Day view, improved styling, and date range now works correctly. Price Controls Update latest price or refresh full history separately. Broker prices are saved automatically. Custom Securities Manually add any security not found through search. iPad & UI Fixed touch interactions, responsive tables, dark mode fixes, and more.

v3.0 introduces net worth tracking, an AI assistant, smarter portfolio breakdowns, new activity forms, a spreadsheet editor, Wealthfolio Connect integration, flexible tracking modes, and much more. 3.0.4 introduce improvements and bug fixes.

v3.0 introduces net worth tracking, an AI assistant, smarter portfolio breakdowns, new activity forms, a spreadsheet editor, Wealthfolio Connect integration, flexible tracking modes, and much more.

This version brings simplified navigation, search, a top holdings widget for the dashboard, securities management page, and a lots of improvements and bug fixes.