v2.1 brings flexible navigation options, a top holdings widget for the dashboard, and updates to the addon development workflow. This release also improves currency handling for stocks priced in minor units and addresses several bugs regarding imports and mobile scrolling.

🚀 Features

Navigation Layouts
You can now choose between a Sidebar or a Floating Bottom Navigation Bar. A new "Focus Mode" allows you to hide the navigation bar entirely. Use Command+K or the Search Icon to trigger the switch.

Dashboard Updates
Added a Top Holdings widget and improved navigation within the holdings table. Fixed the page flicker when we toggle show or hide monetary amounts.

Ticker Search
Support added for custom symbols with manual data sources. The ticker search now handles truncation and empty results more effectively.

Exchange Rate Management
Users can now delete and edit exchange rates directly. We also added normalization between minor and major currencies (e.g., GBp to GBP) to correctly handle stocks listed in minor units (pence).

Securities Page
New Securities page in Settings -> Securities that lets you view and manage all securities added to the application.

Mobile Adjustments
Fixed scrolling issues on swipeable pages and adapted the App Launcher layout for mobile screens.

Quick Actions

• Quick actions for Buy and Sell are now available directly within the Asset and Holding views.
• Add transaction button is now available in the account page

🎨 UI/UX Enhancements

• Splash Screen: Added a splash screen to replace the blank page during application startup.
• Fix Scroll: Fixes a bug where the scroll position was maintained between different pages by resetting the scroll when navigating.
• App Launcher: Added "Recents" to the command palette for quicker access to previous items.
• Account Summary: The summary now displays the total value in the account's specific currency.
• Empty States: Added a direct "Add Holding" button when the holdings table is empty.

🧱 Platform + Codebase Upgrades

• Addon Workflow: Updated documentation for addon development (Tauri and browser-only) and APIs.
• Build System: Switched from npm to pnpm for addons development scripts.
• Testing: Refactored E2E tests to better cover multi-currency onboarding (CAD, USD, EUR, GBP).

🔧 Technical Fixes

• Bulk Import: Fixed an issue where bulk imports would default to USD instead of the asset's native currency.
• Addon Display: Fixed a bug where refreshing an addon URL would show the source code instead of the UI.
• Database Restore: Fixed a visual glitch where the success message appeared multiple times.
• Search API: Added documentation for activities.search filters and pagination.

New Contributors

• @andrzejressel made their first contribution in #437

Full Changelog: v2.0.0...v2.1.0

Big milestone. v2 ships a full-stack revamp, new platform targets, and a workflow upgrade across the board:

🚀 Major Features

Mobile App (iOS/Android) + Desktop App
Wealthfolio now runs everywhere—desktop, web, and mobile—with a shared codebase and platform-specific optimizations.

Self-Hosted Docker Image
First-class Docker support with a simplified configuration flow. The app is now fully self-hostable with minimal setup.

Spreadsheet-Style Activity Editor
A fast grid-based editor for activity management. Supports bulk edits and deletes.

Command+K App Launcher
A global command palette (⌘K / Ctrl+K) for instant navigation and quick actions. Much faster than hunting through menus.

Improved Onboarding
Cleaner, shorter onboarding with better defaults and more intuitive guidance for new users.

Switch Accounts From Account Section
Quick account switching directly inside the account pages. No more backing out to the dashboard.

System Theme Support
Automatic light/dark theme selection based on OS settings, with manual override.

CSV Quote Import
Import prices and historical quotes directly from CSV files. Useful for custom or unsupported tickers.

🎨 UI/UX Enhancements

• Full UI and styling refresh across the application
• Better spacing, sizing, typography, and component consistency
• Updated layout patterns to align with modern app UX

🧱 Platform + Codebase Upgrades

• Updated to latest versions of all major frameworks and libraries
• Internal refactors to improve maintainability and consistency
• Many code cleanups, improvements, and reliability fixes

🔧 Technical Fixes & Improvements

• Encode Yahoo API queries to handle special characters (#391)
• Use nonnegative() for quantity validation across asset types (#404)
• Quotes import functionality added (#378)
• Docker docs and config improvements (#422)
• Web server enhancements (not a redesign) (#419, #421)
• Sonner notification system customization (#420)
• Minor bug fixes (#426)

What's Changed

• fix #384: Correct fallback logo handling in TickerAvatar.
• fix #369: Ensure export notifications behave correctly after cancellation.
• fix #366: Resolve issue with portfolio history exports not working.
• Update README

Full Changelog: v1.2.2...v1.2.3

This update brings small enhancements, new options, and important fixes to make Wealthfolio easier, smoother, and more reliable.

🌟 What’s New

• Settings: Cleaner layout, an About section, and a new Option in Appearance category to hide/show the Windows menu bar for a more immersive look..
• Smarter Portfolio Management: Recalculate your portfolio directly from the Dashboard, with a quick-access recalculation button.
• Press F11 to toggle Full Screen Mode for a distraction-free experience.
• Native-Like Feel: A more polished experience when the app is locked down, especially on Windows — unnecessary menus are hidden while useful shortcuts (like Select All) remain available.
• Refined Layouts: Improvements across ticker search and bulk holdings for better usability.
• International Logos: Added more international ticker logos for clearer recognition(Thanks to @ _baiken).
• Button Recalculate to refetch all quotes and recalculate the portfolio history

🐞 Fixes

• Database Restore (Windows): Clearer error messages and smoother recovery.
• Ticker Search: Fixed issue where the search box disappeared immediately on Windows.
• Ticker Logos: Improved display for consistency.
• UI Stability: Minor fixes across layouts for a more stable experience.

What's Changed

New Features

User-Controlled Auto-Update Settings #358

• Added a new setting to control automatic update checks on app startup
• Users can now disable auto-update checks from the General Settings page
• Setting defaults to enabled but gives users full control over update behavior

Build & Platform Support:

• Added ARM64 build support for Linux and Windows

Bug Fixes & Improvements

• Fixed add-on loading issues on Windows by improving path normalization
• Fixed Calculation error in Fee addons
• Fixed #357: Portfolio Holdings Positions not sorted by Total Value against Base Currency
• Fixed #315: Import from CSV with data for multiple accounts
• Fix errors in addon-getting-started.md by @nsiicm in #356

New Contributors

• @nsiicm made their first contribution in #356

Full Changelog: v1.2.0...1.2.1

Wealthfolio v1.2.0 Release Notes

New: Add-ons System 🎉

We've built an add-ons system that lets you extend Wealthfolio with specialized tools. This release includes:

Add-ons Store

Browse, install, and manage add-ons from a dedicated store within the app.

Launch Add-ons

• Goal Progress Tracker - Track progress toward your financial goals
• Investment Fees Tracker - Monitor fees across your investments

The add-ons system provides a foundation for adding more focused tools in future releases. The community will be able to build and share some amazing add-ons.

Developer Resources

We also released a complete developer toolkit:

• @wealthfolio/addon-sdk - SDK to develop Wealthfolio add-ons
• @wealthfolio/ui - Wealthfolio's shared UI component library built on shadcn/ui and Tailwind CSS
• @wealthfolio/addon-dev-tools - Development tools with hot reload server and CLI
• Developer Documentation - Complete guide to building add-ons

Read More About Add-ons

Other Changes

Interface Updates

• Added company logo icons for tickers
• Improved activity and holdings table layouts
• New bulk import form for adding multiple holdings at once

New Features

• Edit asset names directly from the asset page
• Toggle between asset names and symbols in holdings composition view
• Dedicated backup and restore page for your database
• Comment field added to activity forms
• Settings menu item in the main app menu

Improvements

• CSV import now supports negative amounts
• Cash balance validation warns you before BUY activities that would overdraw your account
• And a lot more improvements and bug fixes

Screenshots

Add-ons

Other features

What's Changed

• Support market data providers other than Yahoo Finance
• Manually update an account cash balance by @afadil in #329
• Fix typos in goals-page.tsx by @DiamondsBattle in #313
• Retain original activity date when updating instead of resetting to 4 PM by @eldossjogy in #314
• fix : add manual activity overflow issue by @krish4747 in #321
• Fix show the app version in about menu Issue #296 by @google-labs-jules[bot] in #319
• Add secret management for api keys (used now to store api keys for market data provider in the underlying platform secure store (macOS keychain, Windows Credential Manager, Linux: The DBus-based Secret Service, the kernel keyutils) by @afadil in #323

New Contributors

• @DiamondsBattle made their first contribution in #313
• @krish4747 made their first contribution in #321

Full Changelog: v1.1.5...v1.1.6

What's Changed

• Allow bulk transactions import into multiple accounts by @jeromecornet in #288
• Add special handling for GBp currency formatting by @afadil in #305
• Fix symbol routing with slashes. fix #301 by @afadil in #306
• Fix quote creation for manual symbols by @afadil in #307
• Add activity form requirements by @afadil in #308
• CSV Import Improvements #310 in #311
• Fix fullscreen toggle behavior by @afadil in #309

Full Changelog: v1.1.4...v1.1.5

What's Changed

• Fixed Date Picker Input Calendar by @eldossjogy in #266
• Allow scrolling through the list of accounts in manual activity add by @jeromecornet in #268
• minors fixes and improvments by @afadil in #271
• Update methods signature and tests (build fix) by @jeromecornet in #273
• Spill sector and country allocation pills to multiple lines in the assets profile page by @jeromecornet in #274
• Add accountCurrency to no valuation accounts by @eldossjogy in #278
• Hide Total return when hiding amounts by @jeromecornet in #276
• Add 6M, YTD and 5Y to date range by @jeromecornet in #277
• Small improvements and fixes by @afadil in #280
• Use the last known quote for a symbol that may not have a quote for that day by @jeromecornet in #270
• Percentages fixes by @jeromecornet in #281
• Fix portfolio total not updating after deleting activity by @eldossjogy in #283
• Add missing percentage sign by @jeromecornet in #287
• Fix portfolio total after deleting account by @eldossjogy in #291
• Fix manual quotes edit by @afadil in #293 and #297

New Contributors

• @eldossjogy made their first contribution in #266

Full Changelog: v1.1.3...v1.1.4

What's Changed

• fix: use base currency to show currency breakdown by @MarcinFrankowski in #255
• Fix issue: #247 Display goal progress with correct decimal precision by @afadil in #257
• use write actor pattern to prevent database lock by @afadil in #258
• Improve amounts display in holdings charts.
• Fix total cash balance by currency
• Fix #253: Dividend income sums per month are not correct and the label is -1 month
• Fix #254: Holdings list on account dashboard is limited and cannot be sorted anymore after 1.1 update

New Contributors

• @MarcinFrankowski made their first contribution in #255

Full Changelog: v1.1.2...v1.1.3