September 22, 2023

  • Portfolio - Transactions. Added "Total" row for profits, added ability to customize visible columns, added new columns = "Not sold shares", "Days since purchase".

September 15, 2023

September 5, 2023

  • Added the ability to automatically recalculate withheld tax for received dividends based on specified tax parameters (for all or for selected records)
  • Added recommendations for automatic creation of corporate events: Merger

August 16, 2023

  • Major changes in Yodlee / SnapTrade synchronization - if during synchronization process we've detected assets in your portfolio that are not supported in Snowball (bonds, options, ...) or that could not be recognized by their name - they are added as special custom holdings. These holdings can then be linked to existing tickers, or left as is. (such custom holdings are not included in the plan limits)
  • Editing categories - added the ability to select precision for the "Equalize X%" function.

August 01, 2023

July 24, 2023

  • Holdings page - now you can select visible colums on any tab (My holdings, General, Dividends, Returns)

June 25, 2023

  • Dividend calendar - added Calendar view (desktop), added payout modal where you can track the status of your payouts, view current Div. yield right in the calendar, added filter by payout Status

June 12, 2023

  • Added support for new broker - Sharesies
  • Asset search on top panel now shows recent searches

May 23, 2023

  • Added "Totals" to Portfolio -> Holdings table
  • You can now download a backup of your transactions and categories on portfolio deletion

May 19, 2023

  • Portfolio weekly reports now include custom asset events
  • Holdings table and Upcoming events now display maturity for custom assets (if set)
  • Dividend Calendar - You can now view a dividend calendar for several years ahead (if you have custom maturing assets). Added display of the "average" line.
  • Added chart Div. yield in the section Analytics -> Dividends. Displays the current div. yield and yield on cost.
  • The display of the blocks Future payments and Dividends received on the Dashboard and Analytics has been changed.
  • Added display of profit figures on the charts Dynamics of portfolio returns and Holdings performance in the Analytics -> Growth section.

May 12, 2023

  • Display Settings - now you can change width of the content
  • The quick actions menu on the top panel now contains options for quickly adding trades/assets/portfolios/corp. actions/custom assets as well as synchronization with the broker
  • Dashboard - Categories view: Added an option "Show pie chart". It's disabled by default for mobile devices

Changes on the top panel:
1. Mobile view
- You can now manage your portfolio (share, edit, delete, clone, export) from the dashboard: use the three dots icon
- The "Hide all values" button is displayed on the dashboard page next to the portfolio value
- The display currency selection has moved to the account management menu ( user icon)
2. Desktop view
- You can now manage your portfolio (share, edit, delete, clone, export) from the dashboard: use the three dots icon
- The "Hide all values" button is displayed on the top panel

May 10, 2023

May 8, 2023

  • Display Settings - now you can set your default locale - it will affect dates and numbers formatting

May 3, 2023

  • Categories - gains in categories now also include realized P&L, dividends received, fees, etc.
  • Categories - now you can include sold assets in categories (for filtering and grouping). Use the setting "Show sold"

April 28, 2023

  • New currency selectors in transaction editor and top bar. Now it's easier to find required currency
  • Default currency for portfolio - now you can select default currency of your portfolio. It will be used to display portfolio analytics (by default), for weekly reports and it will be a default currency of you public portfolio (if you'll decide to share it).

April 12, 2023

  • Import History - time of the import is also shown
  • Public portfolio - currency profit is displayed if full currency accounting in the portfolio is enabled

April 7, 2023

April 5, 2023

March 27, 2023

  • Added Beta, EV, Price to Book Value, Net Debt to EBITDA, Interest Coverage Ratio, ROCE stats on the company page

March 1, 2023

February 13, 2023

  • Added ability to partially transfer a holding to another portfolio
  • Added support for DKK currency (Danish Krone)

February 11, 2023

  • For portfolios with cash accounting type "current balance only" - daily change on Dashboard now includes cash holdings change as well
  • Weekly summary emails - Top movers for the portfolio now show change of the total position (previously it was per 1 share only)

February 10, 2023

  • New Pricing Plans (added Starter, Investor, Professional plans). Changed limits for Free plan
  • Portfolio Lab - now you can run backtests starting from 1985

January 23, 2023

  • Added support for Etoro broker - you can import broker's reports now

January 22, 2023

  • Portfolio Lab beta release - test an investment portfolio and find winning strategies
  • Added support for Questrade broker - you can import broker's reports now

December 19, 2022

  • 2022 Recap - see how your portfolio performed in 2022
  • Added support for Wealthsimple - you can import broker's reports now
  • You can now see Total profit for a Trade (Portfolio -> Transactions page) in %

November 30, 2022

  • Added the "Total Profit" field on the Portfolio -> Transactions page. Now you can see the Realized P&L and Unrealized P&L for each specific transaction.

November 22, 2022

  • Added support for NASDAQ BALTIC exchange
  • Analytics -> Growth -> Dynamics of portfolio returns. Added the ability to view dynamics by quarters and by weeks. Added the ability to select a period to display.

November 19, 2022

  • Added support for BRL currency
  • Added support for a new type of transaction - cryptocurrency conversion
  • Composite portfolio - now when creating a second (and subsequent) regular portfolio, a composite portfolio is automatically added if it does not already exist

November 03, 2022

  • Portfolio -> Assets. Now you can view Payout Ration in the table

November 01, 2022

  • Analytics -> Common -> Diversification. Now you can view allocation of your holdings based on Cost basis (how much money you've put into each holding).

October 29, 2022

  • Binance API integration - now you can choose how to proceed with positions adjustments. You can choose to adjust balance to SPOT wallet or do not adjust and calculate qty based on imported transactions.

October 22, 2022

  • A new simplified way of tracking your portfolio - Holdings only. With this mode you don't have to add every trade - only the quantity and average purchase price of your holdings. Suitable if you update your portfolio manually and want to simplify adding/updating holdings.

October 19, 2022

  • Binance Integration - If during the integration process we've found that the received balance on transactions does not match the balance on the spot wallet, an adjustment is added.

October 13, 2022

  • It is now possible to import and export custom holdings via CSV/Excel file.

October 10, 2022

  • Now you can hide the portfolio from the list (for closed brokerage accounts).
  • Added support for M1 finance broker (report import).
  • Added support for Trading 212 broker (report import).
  • Added support for new exchanges - OL (Oslo stock exchange), CO (Copenhagen stock exchange), IC (Iceland stock exchange), KO (Korean stock exchange).
  • Added support for new currencies - NZD, MXN, NOK, KRW.
  • Small redesign of the dividend calendar.

October 07, 2022

  • Top menu - when choosing a currency other than USD/EUR/GBP, the currency is added to the top of the list for easier access.
  • Asset Page - Added the ability to view and add notes for your holding/position.
  • Asset page - added the ability to view and set withholding tax on dividends.
  • Asset page - added the ability to edit and delete transactions.

October 04, 2022

  • Categories set up page has been completely redesigned - now you can edit the category structure in the form of a tree, drag-n-drop assets and categories.

September 30, 2022

  • Custom assets of type P2P loans, Cash now behave like bank deposits - deposits and withdrawals are added instead of purchases and sales, payouts are added as additional shares.

September 21, 2022

  • Added support for PR stock exchange (Prague stock exchange)
  • Recent and upcoming events widget on Dashboard now shows declared dividends for a previous business day

September 13, 2022

  • Recent and upcoming events - now the main page shows a block with upcoming events for your portfolio for the next week. It includes: ✔️ dividends (announcements, ex-div date, payouts) ✔️ splits ✔️ earnings
  • Weekly newsletter with an overview of your portfolio results for the week. You can include an unlimited number of your portfolios in the mailing list, this is done in the portfolio settings individually.
  • Added support for LS exchange (Euronext Lisbon)

September 8, 2022

  • Added support for VI exchange (Vienna Stock Exchange)

September 5, 2022

  • Fixed display bugs for older versions of Safari

September 2, 2022

  • Landing page updated

September 1, 2022

  • Filtering and grouping by sectors, currencies and asset classes. Now on the Analytics page, you can filter and group data not only by category, but also by economic sectors, asset classes and asset currencies.

August 31, 2022

  • New corporate action support - Merge

August 29, 2022

  • Portfolios order - now you can set any order of the portfolio in the list on the portfolio management page, to do this, drag the line with the portfolio
  • Dashboard page update - now you can switch between portfolios list view and current portfolio view using tabs

August 15, 2022

  • Updated custom assets assets for savings accounts - now you can take into account received interest, view payouts in the dividend calendar. You can read more here
  • Added "asset type" field for custom assets - the selected type does not affect the setup of a custom asset (except for the Savings Account type), it can only affect which sector or asset class it belongs to.
  • Improved display of transaction amounts on the recommendations page - now the amount of purchases, sales and total is shown separately

July 21, 2022

  • Portfolio Comparison with Custom Benchmark - Now you can compare your portfolio with any stock/fund/cryptocurrency from our database. Click on the benchmark selection on the Analytics page, Growth tab and enter the ticker of the desired asset.

Older changes will be added later.