← Changelog
v1.14

Clearer investment performance

Supported investment connections import available balance history, and charts show when each account’s performance coverage begins.

InvestmentsAccountsPerformance

Now you can

  • Bring historical balances into supported investment connections
  • See when performance history begins for each account
  • Keep charts continuous when a provider sends an incomplete daily snapshot

New

  • Performance charts now disclose the date from which each account's return history is covered

Updates

  • Supported investment connections now import available historical balances and continue adding new history as providers send updates
  • Navigation remembers whether you left the sidebar open or collapsed, including after a reload

Bug fixes

  • Missing account values in an otherwise valid daily snapshot carry forward so portfolio history does not show false drops
  • Equity drafts remain available when a company could not be identified and are cleared when their company is removed

Tax and financial planning in one place