Portfolio Tracker: Finance Bay

November 18, 2024

New Features: -Introduced a revamped navigation view on iPhone to better manage wallets and portfolios. Enhanced Charts: - Updated wallet and portfolio interfaces to incorporate improved bar charts. - Replaced bar charts with donut charts for ETFs and added a custom interactive legend for a superior user experience. Widget Improvements: - Optimized memory usage and revamped widget styles, with a specific focus on macOS. - Increased item visibility in the watchlist widget for macOS, while enhancing the portfolio value widget. - Refined widget refresh behavior to ensure proper updates when clearing the cache or refetching data. - Improved the layout of items in widgets to minimize unused space. Dividend and Portfolio Enhancements: - Excluded future dividends from historical charts for a clearer visual representation. - Adjusted dividend chart padding to optimize space and adapted compilation for watchOS compatibility. UI and Performance Updates: - Resolved alignment issues in Wallet Key Stats. - Enhanced loading logic for symbol details by removing unused parameters and adjusting annotation padding in the dividend chart. - Corrected Year-to-Date (YTD) range calculations in symbol details. - Added an option for returning users to skip onboarding. - Updated various styles and fixed minor issues. Other Updates: - Cleared URL cache from widgets to boost performance. - Improved numeric text transitions for better readability. - Fixed an issue where the Wallet was not updating after a transaction was moved to another wallet.

November 6, 2024

- Portfolio Calculation Performance: Greatly increased the speed of calculating historical values in portfolios for faster insights. - Enhanced Symbol History Chart: Improved chart visuals with hoverable markers and quote price annotations. - Updated Annotations and Style: Enhanced style across charts and annotations for better data clarity. - Portfolio and Wallet Visuals: Updated visuals for a cleaner, more intuitive display in Portfolio and Wallet views. - Investment Statements & Financial Charts: Enhanced charts for Balance Sheets, Cash Flows, and Main Symbol, with improved data handling and visual updates. - Optimized Currency and Elapsed Time Formatting: Improved currency handling and optimized elapsed time formatting across the app. - News Filtering: Fixed filtering issues in the Watchlist and improved stability. - Symbol Data Fixes: Corrected missing close prices for delisted companies and improved symbol information view spacing. - Chart and Data Performance: Tweaked build settings and performed quality improvements on tvOS and watchOS for smoother performance. - Miscellaneous UI Enhancements: Minor updates across Portfolio, Wallet, and accumulated dividend charts, and refined single-asset, category, and wallet views to show more data. - News Styling and Resilience: Updated news styling and added resilience improvements for more stable content loading. - Portfolio Widgets Update: Resolved issues with CloudKit synchronization for portfolio widgets. - Range Selection in Symbol Price Chart: Users can now select ranges within the symbol price chart for detailed analysis. - Other minor fixes and improvements.

October 14, 2024

- Enhanced portfolio calculations through improved cache performance. - Implemented an option to delete an entire position. - Revised all delete confirmation dialogs to provide more comprehensive descriptions of the actions being performed.

October 3, 2024

What's new? - Improved Search Experience: You can now search by Symbol, Name, and ISIN, with improved search accuracy. - Interactive Charts: We've added interactivity to Balance Sheet, Cash Flow, Income Statement, and Dividend History charts for more dynamic data exploration. - Transaction Management: Transaction categories are now managed through settings, making them easier to organize and access.

September 23, 2024

- Onboarding Enhancements: Resolved issues with the onboarding sheet unexpectedly disappearing. - Refined Empty States: Improved the design and functionality when viewing empty portfolio, wallet, and watchlist screens. - General Improvements: Various bug fixes and optimizations for a smoother experience.

September 20, 2024

Fixes: - No More Crashes: We fixed some boo-boos that made the app crash or act funny. Now, it should work like a charm! - Quick and Smooth: We made the app faster and smoother, so you can enjoy it without any hiccups. - Everything Works: All the buttons and screens should work perfectly now, just the way they’re supposed to. This update makes the app more fun, faster, and just better all around! Enjoy!

July 26, 2024

New Features: - Portfolio Benchmarking: Benchmark your portfolio performance for better insights. - Shares Float: Included shares float in portfolio analysis. Enhancements: - Monthly Dividend Chart: Track dividends with the new monthly dividend chart. - Wallet Stats: Improved data presentation. Bug Fixes: - Graphical Issues: Fixed various visual presentation issues. - Currency Data: Resolved missing currency data problems. Miscellaneous - UI Improvements: Refined user interface for a seamless experience.

June 7, 2024

- Added CSV file support, beginning with Yahoo Finance - Introduced Shares Outstanding in Key Stats - Various bug fixes and improvements for smoother performance

May 25, 2024

- Multiple bug fixes and enhancements to improve user experience.

April 29, 2024

New Features: - Added Dividend History in Portfolios and Wallets, - Added Key Statistics in Portfolios and Wallets - price range, volatility, realized profits, - Added Currencies in Settings tab for easier management. Bugfixes: - Fixed Portfolio Widget not being refreshed after change in a Portfolio, - Fixed an issue which caused the Dividend history to disappear.

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