Wealthfolio 3.1.0 — Changelog

Options & Bonds

V 3.1.0. improve the tracking of Options and Bonds.

Options

• Track option contracts with accurate valuations that account for contract multipliers (e.g. 100 shares per contract).
• Options are automatically identified by their OCC symbol and tagged with a badge in your securities list.
• Expired options are skipped during price sync so they don't cause errors.
• Broker-synced option positions are pulled in automatically.

Bonds

• Full support for bonds including US Treasury securities.
• Three new market data providers: US Treasury Direct, Börse Frankfurt, and OpenFIGI.
• CUSIP numbers are automatically converted to ISIN when needed for price lookups.
• Bond-specific details (maturity date, coupon, etc.) are shown on the asset detail page.

CSV Import

• All new asset types are fully supported in CSV import. Just include the instrument type in your file.

AI Assistant

• Bulk add transactions — Ask the AI to record multiple activities at once (e.g. "Add my 5 trades from today") instead of one at a time.
• Edit messages — Made a typo or want to rephrase? You can now edit previous messages in the AI chat without starting over.

Portfolio & Charts

• 1-Day interval — New "1D" time period option for viewing daily price movements.
• Performance date range fix — The performance chart now correctly reflects the date range you select, instead of sometimes showing all-time data.
• Improved chart styling — Smoother gradient that fades to transparent, with distinct red and green coloring when your returns cross zero.
• Manual quote carry-forward — If you manually enter a price, it's now properly used in future valuation calculations until a newer quote is available.

Price & Market Data

• Split price actions — Previously there was a single sync button. Now you get two options: "Update Price" fetches just the latest price, while "Refresh History" re-downloads the
  full price history. This gives you more control and faster updates.
• Broker-provided prices — When you sync with a broker, the prices it returns are now saved as quotes. This fills gaps in your price history, especially for assets that don't have a
  free market data source.
• Auto-classify assets — When you add a new security, the instrument type and asset class are automatically determined so you don't have to set them manually.
• Health Center improvements — Missing exchange rates are now detected more accurately by checking your actual holdings. Sync errors are surfaced clearly so you know exactly what
  needs attention.

Create Custom Securities

A new "Create Security" dialog lets you manually add any security that isn't found through search. Set the symbol, name, currency, and type — useful for unlisted securities, private
investments, or anything not covered by market data providers.

Web & Mobile

• PWA support — When using Wealthfolio as a web app, you can now add it to your home screen on iOS and Android. It launches in standalone mode with proper app icons.
• iPad fixes — Links and tap interactions now work correctly on iPad.
• Responsive holdings table — The account holdings table adapts properly on smaller screens.
• OTP input in dark mode — The verification code input is now clearly visible in dark mode.

Desktop App

• Window state restored — The app remembers its size and position when you reopen it.
• Dark mode on login — The dark theme now applies immediately on the login screen, no more flash of white.
• Download progress — When an app update is available, you now see a progress bar instead of just waiting.
• Deep link auth (Windows & Linux) — Fixed an issue where authenticating via browser redirect could open a second app window instead of returning to the existing one.

Wealthfolio Connect: Device Sync

New plan for Device Sync Only that let you sync your portfolio across multiple devices using Wealthfolio Connect. Pair devices by scanning a QR code, and your data stays in sync between them. The pairing flow handles
connection status, timeouts, and reconnection gracefully.

Reliability & Fixes

• Crash fix — Invalid or unusual currency codes no longer crash the app.
• Session refresh — Your session now silently refreshes while you're actively using the app, preventing unexpected logouts.
• Date accuracy — Fixed an issue where dates could shift by one day due to timezone handling.
• Toast notifications — The close button no longer overlaps the action button, and text is easier to read.
• Broker account cards — "Synced 3 hours ago" is now labeled "Data as of" to better reflect what it means.
• Addon loading — Fixed a bug that could prevent addon plugins from loading correctly.
• Quote import display — The import screen now shows the ticker symbol instead of an internal ID.
• Various stability and performance improvements throughout.