yieldr

What's new in Yieldr

We ship continuously. Here is what landed recently, newest first.

A deeper Stock Analyzer, and tables you can shape around what you actually track.

  • Stock Analyzer

    Full financial statements for any stock

    Income statement, balance sheet, cash flow and ratios, quarterly or annual. Chart any line against the share price, search the whole catalogue by name, and save the selections you keep coming back to.

  • Tables

    Choose and reorder your columns

    Pick the columns you want on your portfolio, watchlist and playlist tables, and drag them into the order you read them in. Your choice is remembered.

  • Valuation

    Fair value alongside your holdings

    The Valuation estimate now sits on the portfolio, watchlist and playlist tables, so you can see what a position is worth without opening it.

  • Portfolios

    Purchase prices in the currency you paid

    A holding bought abroad now carries its own entry currency, defaulting to the stock's listing currency. Enter what you actually paid, rather than converting it by hand at today's rate.

  • Everywhere

    A running list of what changes

    The page you are reading. Linked from the footer, and updated as we ship.

Fixes

  • Fixed broker connection visibility
  • Fixed table footer alignment
  • Improved fair value estimate coverage
  • Corrected brokerage sync timestamps
  • Improved dividend projection accuracy
  • Fixed chart date range consistency
  • Fixed light mode display issues
  • Fixed mobile layout issues

Plus numerous other bug fixes.

A light theme, a faster app, and earnings coverage that goes past the headline number.

  • Design

    A light theme, across the whole app

    Every screen, table and chart was worked through for light mode, and onboarding now asks which one you want. Change it any time from your account settings.

  • Stock Analyzer

    Latest earnings and full call transcripts

    A card on every stock page carries the most recent reported quarter, and the earnings call behind it is readable in full on its own page.

  • Portfolios

    Start a portfolio from a CSV

    Import positions straight into a new manual portfolio. The importer resolves ISINs, reads the currency out of the values, and there is a template to start from.

  • Tables

    Headers that stay put

    Holdings tables keep their header on screen as you scroll, condensing as it pins, and sorting from a pinned header no longer jumps you back up the page.

  • Dashboard

    Holdings freshness, not a toast

    The sync notification is gone. In its place is a quiet indicator showing when your brokerage data was last refreshed, with a way to pull it again.

  • Performance

    A noticeably quicker dashboard

    Linked holdings are prepared server-side, quote polling collapsed into one market-aware loop, and the homepage ships far less to get its first paint.

Fixes

  • Improved multi-currency conversion accuracy
  • Fixed cost basis handling for foreign holdings
  • Improved dividend frequency detection
  • Fixed ETF price updates
  • Improved data freshness
  • Fixed payment method display

Plus numerous other bug fixes.

Income forecasting arrives, and dividend history gets its detail back.

  • Income

    Dividend income history and a forecast

    See what your portfolio has actually paid you, then project it forward. The calculator models contributions, growth and reinvestment against your live annual income.

  • Portfolios

    CSV import for manual positions

    Bring a spreadsheet of holdings into a manual portfolio instead of entering them one at a time.

  • Dividends

    Last increase, at a glance

    The dividends table and the Stock Analyzer both show when a company last raised its dividend, so a long pause is obvious without digging.

  • Stock Analyzer

    Special dividends called out

    One-off payments are marked on the dividend charts rather than blending into the regular cadence and flattering the trend.

  • Billing

    Monthly or annual, and discount codes

    Choose the billing interval that suits you, and apply a discount code at checkout.

  • Everywhere

    Tell us what is wrong

    A feedback button follows you through the app. Anything sent lands with us directly, and we read all of it.

Fixes

  • Improved handling of unavailable cost basis
  • Fixed linked portfolio value accuracy
  • Improved total return accuracy
  • Fixed chart display over market holidays
  • Improved day change accuracy
  • Fixed navigation loading indicator

Plus numerous other bug fixes.

Missing something you need?

A good part of the list above started as a message from someone using Yieldr.

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