V3 (Beta) is here. This is a major rewrite with big new capabilities. Please back up your database before testing and report any issues you hit.
Highlights
- Net worth tracking: Track additional assets and liabilities for a complete net worth view alongside investment tracking.
- AI assistant: Chat with your portfolio and get help entering activities and importing CSV files.
- Improved allocation insights: Better asset classification for clearer portfolio breakdowns.
- CSV import upgrades: More robust import flow and improved parsing.
- Spreadsheet activity editor: Bulk edit + copy/paste workflows.
- Two tracking modes: Holding Snapshots and Complete Transactions.
- Health Center: Detect data quality issues and inconsistencies.
- Market data sync redesign: More reliable syncing architecture.
- Charts: Account history chart now highlights activities.
- Maintenance: Many fixes, performance improvements, and internal refactors.
- Repo/architecture: Monorepo + module restructuring for a cleaner, more maintainable codebase.
Notes for testers
- Expect some rough edges—this is a beta and includes significant structural changes.
- When reporting bugs, please include: version, steps to reproduce, expected vs actual behavior, logs (if available), and a sample CSV (if relevant).