The dashboard had arrived in February with the basics. June was the month it grew into the tool most of the rest of this timeline builds on.
More to look at
New widgets for the portfolio's health score, a holdings table and card view, a row of stat tiles, a Sankey diagram, and a dividend history widget. Portfolio Health blends the measures that matter for the kind of investor you told it you are.
A technical price chart
A proper price chart for any holding, with the indicators technical traders use, over up to five years of daily prices.
A simpler Portfolio page
Most of what the Portfolio page used to do moved into widgets, and the page itself got shorter. (It was rebuilt again in September.)
Phone dashboard in tabs
On phones the dashboard became tabs with pinned totals and drag-to-reorder, the layout the app and the mobile site use today.
A cleverer importer
The CSV importer now guesses which column is which, shows you an editable grid before adding anything, and flags rows it can't make sense of, such as a sale with no matching buy.
Educational content only. It is not personal financial advice. All articles · All lessons