Most of the dashboard's widgets could show you one view and one view only. This release opens up the cog menu on a lot of them, and adds settings to several that had none at all.
Compare against the previous period
Price Change can now show each holding's move over the equivalent window before this one, with an arrow for whether the trend is building or fading. Where there genuinely isn't enough price history to measure the earlier window, the row says so rather than reporting a misleading 0%.
Dividend Split by period
The dividend pie can be limited to the last twelve months or the current year instead of all time, so it answers "what am I earning now" rather than "what have I ever earned".
Click into a slice
Clicking a sector or currency slice on either split pie drills into the holdings inside it, with a breadcrumb back to the full view. Clicking a stock still opens that stock. Both pies can also now group by currency, which is the fastest way to see how much of the portfolio sits in one exchange rate.
Export your holdings
The Portfolio Table widget has an Export CSV button. Figures come from the same source the table renders from, so an exported row always matches the row it came from, and the file opens cleanly in Excel.
Settings where there were none
Portfolio Summary, Dividend Income and Capital Growth let you choose which stat cards to show. The Sankey diagram can flow by value, cost or dividends received. Fair Value Discounts can filter to discounts only and to a minimum discount. Dividend Safety and Sector Performance both gained sort options.
Smart Alerts is easier to find
The form for adding a price or yield alert already existed, but only behind the widget's cog icon. There is now an "Add alert" button on the widget itself, and the empty state links straight to it.
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