We ship continuously. Here is what landed recently, newest first.
Portfolio groups, side-by-side comparisons, charts you can save as images, and fixes to income projections and portfolio returns.
Now you can group your portfolios to see combined figures for any combination you want. Tracking three separate retirement portfolios? View them together as one.
Download the Portfolio table as a spreadsheet, with the columns, order and sort you have on screen. Holdings split across accounts come out one row per lot.
Hit Compare next to the search to put any company beside the one you are looking at, or pick one of three suggested peers. Prices, scores, dividends and every yearly chart line up in one view. Funds compare with funds, holdings and weights included.
The price, valuation and financials charts, the dashboard's performance and breakdown charts, and Pay Days can all be saved as a picture. Choose square, 4:3 or 16:9, light or dark, then copy or download it, or share it straight from your phone.
Alongside the discount or premium, watchlists and playlists can now show the fair price itself for each valuation method, plus the forward dividend rate behind the yield.
Plus numerous other bug fixes.
A deeper Stock Analyzer, and metrics tables you can shape around your personal tracking preferences.
Income statement, balance sheet, cash flow and ratios. Chart any line against the share price, search the whole catalogue by name, and save the selections you keep coming back to.
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.
The Valuation estimate now sits on the portfolio, watchlist and playlist tables, so you can see what a position is worth without opening it.
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.
The page you are reading. Linked from the footer, and updated as we ship.
Plus numerous other bug fixes.
A light theme, a faster app, and earnings coverage that goes past the headline number.
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.
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.
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.
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.
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.
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.
Plus numerous other bug fixes.
Income forecasting arrives, and dividend history gets its detail back.
See what your portfolio has actually paid you, then project it forward. The calculator models contributions, growth and reinvestment against your live annual income.
Bring a spreadsheet of holdings into a manual portfolio instead of entering them one at a time.
The dividends table and the Stock Analyzer both show when a company last raised its dividend, so a long pause is obvious without digging.
One-off payments are marked on the dividend charts rather than blending into the regular cadence and flattering the trend.
Choose the billing interval that suits you, and apply a discount code at checkout.
A feedback button follows you through the app. Anything sent lands with us directly, and we read all of it.
Plus numerous other bug fixes.
A good part of the list above started as a message from someone using Yieldr.