
SmartFolio - Portfolio Tracker
Smart Portfolio Tracker
About
What's New in SmartFolio
3.5.0
September 6, 2026
WHAT'S NEW IN 3.5 A cleaner app that answers the question you opened it for. Dashboard - Every range pill now shows your return for that period, so one row both picks the chart window and tells you how you did. - New P&L tiles: unrealized, realized, lifetime profit and cost basis, side by side. - Tap any slice of the allocation chart to read it. Slices use the same colour as the holding everywhere else in the app. - Switch display currency between CAD, USD, EUR and GBP right from the dashboard. Every figure converts instantly and the exchange rate is shown. Holdings - Each row now shows your total return on the position, with today's move one tap away. - Positions traded in another currency carry a small currency tag. - Long press a holding to buy more, sell or record a dividend. Markets - Opens on Explore: your holdings today, your watchlist, index ETFs, news and popular names in one feed. - A full watchlist screen with reorder and swipe to remove. - Search now finds ETFs, Canadian listings (VFV.TO, SHOP.TO) and crypto pairs, not just US stocks. Reports - A performance card with time weighted returns for every period, your all time high and distance from it. - Realized by stock: every stock you have ever sold, ranked, with a chart of your biggest winners and losers and a sale by sale breakdown. - Realized by year, closed positions and a full transaction ledger with filters. Accuracy - Period returns use the monthly Modified Dietz method with cash flows valued at the close, the same convention brokerages use, so a deposit never looks like a gain. - Stock splits are honoured throughout your price history. - Market prices are always shown in the security's own currency; totals are converted to your display currency. Design - Solid, quieter buttons and controls, precise numerals, calmer empty states and consistent tiles across every screen. - Tax lot language removed. This is a portfolio tracker, not a tax tool.
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