Investment tracking gets a big upgrade, plus connected-account type overrides and a few fixes.
Features
- Investments: a consolidated portfolio with average price. Your stocks, ETFs, crypto and funds are now grouped by ticker into a single position, with weighted-average cost (preço médio), current price, return and % of portfolio — Status Invest / Investidor10 style. A buy/sell ledger sits behind each holding, split into Holdings and Transactions tabs, so you can track every trade for income-tax (IR) reporting. Holdings added without a price are flagged so you can fill in your buys. (#308) — thanks @Wh0000000000 for the detailed proposal (#235) 🙏
- Override the type of a bank-connected account. When a provider mislabels an account (e.g. a savings account shown as checking), you can now set the right type yourself and it sticks across syncs. (#305) — thanks @dmaniaa for the request (#271) 🙏
- Apply a rule to existing transactions when you create it. New rules can optionally run against your past transactions on creation, not just future ones. (#310)
Fixes
- The Assets page opens by link and survives a refresh again. Loading the assets page directly or hitting refresh no longer shows a blank page. (#304) — thanks @geeosp for reporting (#295) 🙏
- The rule form clears after you save. Creating another rule right after saving one no longer keeps the previous values. (#309) — thanks @dmaniaa for reporting (#306) 🙏
- Pluggy: stale sandbox placeholder logos are cleared so the real bank logo backfills on the next sync.
Big thanks to @Wh0000000000, @dmaniaa and @geeosp 💜
Full Changelog: v0.13.1...v0.13.2