Wealthfolio 1.1.0 — Release Notes 🎉
🚀 Highlights
| Area | What’s New |
|---|---|
| Onboarding | Streamlined first‑run flow for quicker setup. |
| Activity Management | • Import Wizard for CSV/Excel • Spreadsheet‑style editable grid • Expanded activity types & forms • Duplicate action for rapid entry |
| Dashboard | • Period Gain/Loss & Return auto‑update • Hover for contribution chart • Historical valuations now use daily FX rates |
| Accounts | • Period Gain/Loss & Return • New metrics: TWR, MWR, Volatility, Max Drawdown |
| Holdings | • Cleaner charts • “Value by Currency” & “Holdings by Account” views • Click a chart slice to filter the list • Account‑level or portfolio‑wide filters |
| Symbols | Calculates lots and shows quote‑history table |
| Performance | Fixed TWR/MWR; now also shows Volatility & Max Drawdown |
| Contribution Limits | Optional start/end dates for contribution room |
| Settings | Manual market‑data refresh and full re‑fetch |
⚠️ IMPORTANT❗
This is a major version that includes significant refactoring and improvements to the calculations service and backend logic. Please back up your database (Settings -> Export) before updating.