← Changelog
v1
Properties, equity, and investments launch
Track properties and private-company equity alongside investment holdings, performance and net worth.
PropertiesEquityInvestments
Now you can
- Track properties with editable values, mortgages, rental income, and cashflow details
- Understand private-company equity with grants, vesting, events, and estimated value
- Review investments with clearer portfolio performance, allocation, and holdings views
New
- Add property tracking for home values, mortgages, rental income, and cashflow assumptions
- Add private-company equity tracking for grants, vesting, exercise and sale events, and estimated value
- Add richer investment tracking with portfolio return, allocation, cash, and holding detail views
Updates
- Bring properties, equity, investments, crypto, and cash accounts into a more complete net worth picture
- Detect recurring property costs like taxes, insurance, and HOA payments from transactions
- Make large investment accounts easier to scan with paginated holdings and more accurate allocation bars
Bug fixes
- Property mortgage pickers now avoid already-linked accounts when replacing a mortgage
- Equity charts, tooltips, and form fields stay steadier while reviewing grants and events
- Investment balances and holding values handle more account types and pricing cases correctly