What's New
Device Syncing
- Improved device connection interface with clearer pairing instructions
- Unpaired devices now see helpful prompts to complete setup
Enhanced Asset Management
- New FX settings tab for managing foreign exchange assets
- Better symbol handling for complex stock symbols with unknown suffixes
- Improved custom asset creation with keyboard support
Improved Broker Connections
- Support for different tracking modes (holdings-only vs full sync)
- Better error messages when sync fails (now shows which broker had issues)
- Token lifecycle management - tokens automatically refresh before expiring
Activity Management
- Duplicate activity detection now prevents accidental duplicates with clear error messages
- Idempotency keys ensure imported activities don't get duplicated
- Better activity categorization with new "asset-backed income" detection
Timezone Support
- New timezone settings page in General settings
- Timezone sent with health checks for accurate date handling
- Health warnings for invalid timezone configuration
Bulk Holdings
- Enhanced bulk holdings form with asset metadata suggestions
Bug Fixes
- Cross-currency trades: Fixed cash balance issues when trading foreign currencies with a known exchange rate
- CSV imports: Fixed withdrawals being incorrectly recorded (negative amounts were double-negated)
- Activity forms: Currency now auto-selects properly when choosing an account
- Symbol search: Better handling of complex stock symbols and quote currency detection
- Account switch: Added confirmation dialog when switching between account modes
Developer
- New addon migration guide (v2 to v3)
- iOS/macOS entitlements and configuration updates