Fresh design, dividend details
October 17th, 2024
Summer camp! Next up, automatic imports
July 2nd, 2024
Track spending, automatic categories, spreadsheet export
May 8th, 2024
Previewing Mint alternative for spending
April 25th, 2024
Sticky filters and ranges, tax loss harvest threshold, public profiles
April 12th, 2024
Digest Emails
March 24th, 2024
Improved networth chart, grouped holdings, 3x faster profile
March 1st, 2024
Networth and dividend tracking, asset tiles
November 26th, 2023
Portfolio and profile redesign
October 26th, 2023
Quick add holdings, new summary and navigation
August 29th, 2023
Holding performance
July 26th, 2023
Tag holdings, summer camp!
June 23rd, 2023
Filter holdings, refresh prices
June 13th, 2023
Add and edit holdings, rebalance portfolio, improved price fetching
June 1st, 2023
Top portfolio holdings, list assets in profile, taxable and tax-sheltered holdings
May 22nd, 2023
Search and sort holdings
May 15th, 2023
Tax loss harvesting
May 8th, 2023
Adding contributions, mobile apps
April 24th, 2023
Net worth, shareable portfolio, target allocation settings
April 1st, 2023