Fortvio – Wealth Dashboard

New in 1.3.5 • Portfolio history backfilled: Fortvio rebuilds your portfolio value from your positions (and Trade Republic trades) with historical prices up to 2 years back – the MSCI World comparison now shows real curves without collecting snapshots for weeks. • Portfolio history in euros with MSCI World scaled to the starting value and performance comparison in percent; total net worth on the dashboard now moves with the portfolio. • Day change per position available right away (previous close from the price service). • Portfolio: period selector (1M to Max) for the history chart, switchable per-position view (total, cost, day change, ISIN), rearrangeable sections. • Dividends: review of dividends actually received per year, realised gains from sales (year, last year, total), tax view combines dividends and capital gains. • Import your Trade Republic export (CSV): choose what to import – expenses & income (auto-categorised), portfolio positions with real cost basis and purchase date, dividends for the calendar. Profit/loss is correct from day one. • Recurring transactions: enter rent, salary or subscriptions once and mark them as "repeats monthly" – Fortvio applies them automatically every month. Stop any time. • Reworked categories: sorted by everyday importance, new ones like rent & housing, utilities, mobile plan, health, kids & education – plus create your own categories right when entering a transaction. • Inventory: groups can be collapsed and expanded, new items default to the group used last. • Real estate: enter the living area per unit – base rent per m² per unit and on average per property. • Redeem promo codes right in the paywall, subscription overview also under "More". • Tidier settings, tab bar tip, demo mode shows up front that an account is needed to save. • New preview video and screenshots on the App Store. Enjoying Fortvio? A rating on the App Store helps us a lot.