Holdary
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Changelog

Changelog

v1.2.1

What’s New

  • Sharing your Today’s P&L is now faster! The day-change card has a new share button that quickly creates social-ready square or story-sized images, complete with emoji and Genmoji.
  • The Home day-change card can now collapse.

Fixes & Reliability

  • Fixed some minor issues.

v1.2.0

What’s New

  • Sharing your Today’s P&L is now faster! The day-change card has a new share button that quickly creates social-ready square or story-sized images, complete with emoji and Genmoji.
  • The Home day-change card can now collapse.

Fixes & Reliability

  • Fixed some minor issues.

v1.1.1

What’s New

  • Holdings lists can now show an allocation ring on each holding, showing its weight across all your holdings — turn it on from the menu.
  • Investment accounts that hold a cash balance now show a holdings-vs-cash bar on the account detail page.
  • A cleaner, more streamlined tab bar design.
  • Improved chart axis scale display.

Fixes & Reliability

  • Tapping the Accounts tab in the tab bar again now scrolls the list back to the top.
  • The Accounts tab now refreshes its balances and totals when you return to it.

v1.1.0

What’s New

  • Holdings lists can now show an allocation ring on each holding, showing its weight across all your holdings — turn it on from the menu.
  • Investment accounts that hold a cash balance now show a holdings-vs-cash bar on the account detail page.
  • A cleaner, more streamlined tab bar design.
  • Improved chart axis scale display.

Fixes & Reliability

  • Tapping the Accounts tab in the tab bar again now scrolls the list back to the top.
  • The Accounts tab now refreshes its balances and totals when you return to it.

v1.0.0

What’s New

  • Quick Add can now recognize transfers between accounts and open a prefilled transfer form for review.
  • Added tips that surface useful actions in Quick Add and account details, including trade-note examples, holding long-press actions, and screenshot import.
  • Manual Holdings now work across all investment account categories.

Fixes & Reliability

  • Fixed holding allocation percentages when positions are priced in different currencies.
  • Fixed same-day buy calculations so market-day baselines follow the holding’s exchange.
  • Fixed manual-holding accounts missing their Trades tab in change details.

v0.9.0

What’s New

  • Added transfer entries between accounts, with same-currency and cross-currency support.
  • You can now reorder institution groups in Accounts.
  • Long-press backspace on the number pad to clear the whole field.

Fixes & Reliability

  • Deleting today’s entry for an investment account now rebuilds it from your holdings when needed.
  • Fixed transfer edits, signs, and paired deletion so both sides stay in sync.
  • Improved number pad sizing on transfer forms, small screens, and iPad.

v0.8.2

Fixes & Reliability

  • Fixed the Home day change grouping menu not appearing when you had a single account type but multiple markets or institutions.
  • Fixed a remaining crash that could happen when deleting an account entry.
  • Fixed a rare crash when entering Demo Mode.

v0.8.1

What’s New

  • Crypto trade notes now support prices and average costs with up to 8 decimal places.

Fixes & Reliability

  • Fixed Manual Holdings appearing as possibly sold during screenshot import review.
  • Fixed unchanged average costs being shown as updates after screenshot import.
  • Fixed account entry lists crashing after deleting or editing an entry.
  • Fixed region allocation drilldowns showing liabilities that were not in the chart.
  • Symbol search now handles unsupported Chinese-only queries without an upstream error.
  • Price refresh now skips invalid symbols so other holdings can still update.

v0.8.0

What’s New

  • Added cost and profit/loss fields for Manual Holdings.
  • Manual Holdings now have their own detail screen.
  • Symbol search can switch to Manual Holdings when no market result fits.
  • Home day change can now be grouped by account type, market, or institution.
  • Long-press a holding row to add a trade note or edit the holding.
  • Quick Add now opens the saved account entry or trade note after saving.
  • Home now remembers your trend chart time range.
  • Holding details now warn when a just-closed price may still be preliminary.

Fixes & Reliability

  • Fixed Manual Holdings being included in Quick Add trade note changes when they should not.
  • Fixed price refresh changing a Manual Holding’s last-updated date.
  • Fixed day change after buying more of a holding on the same day.
  • Fixed negative liability balances showing with the wrong red styling.
  • Fixed Home not refreshing after returning from a new account or balance.
  • Fixed crypto market changes showing closed-market text on weekends.

v0.7.0

What’s New

  • Added cryptocurrency accounts with crypto-aware search, 24-hour market labeling, and coin-specific wording.
  • Added custom positions for assets you value manually, including notes and last-updated reminders.
  • Crypto prices and quantities now keep the detail needed for very small values.
  • Home day change can now be filtered by account type.
  • Trade note saving now asks before applying changes to a holding.
  • You can choose which trade note rows apply to a holding.
  • Demo Mode now includes a Crypto Wallet with BTC, ETH, and USDT.
  • Backups made by a newer app version are now clearly blocked from restore.

Fixes & Reliability

  • Fixed crypto accounts sometimes missing the Add Holding action.
  • Fixed crypto prices and quantities losing decimal precision.
  • Fixed manual-priced holdings being counted in Home day change.
  • Fixed currency allocation adding liabilities instead of subtracting them.
  • Fixed deleted accounts still appearing in account rows.
  • Fixed account drag reordering not staying in place.
  • Fixed screenshot import showing for crypto accounts when it was not supported.
  • Fixed newer Yahoo Finance search responses that could stop symbol search.

v0.6.6

What’s New

  • Added a color palette setting for lively or muted allocation charts.
  • Account notes now appear on the account detail screen.
  • Added a Settings link to follow Holdary on Threads when available.

Fixes & Reliability

  • Fixed backdated same-day account entries so later balances stay correct.
  • Existing affected account entries are repaired automatically after updating.
  • Fixed chart drag selection choosing the wrong point after chart data loaded.
  • Trade note rows now follow your market direction color setting.

v0.6.4

What’s New

  • Added a Home hint to set a monthly reminder after creating your first account.
  • Added a faster first-account flow for cash balances from the empty Accounts screen.
  • Added clear next steps after creating an account, including first balance and first holding actions.
  • Demo Mode now shows a persistent banner with a quick exit action.
  • Holdings import now explains that matching holdings update while others stay unchanged.

Fixes & Reliability

  • Institution picker rows are easier to tap.
  • Fixed Traditional Chinese wording for trade notes.

v0.6.3

What’s New

  • Added cost, current price, and gain/loss details to buy trade note rows.
  • Added pull-to-refresh for change details on accounts with holdings.
  • Holdings import now shows the 5-screenshot limit while choosing images.

Fixes & Reliability

  • Fixed Home monthly changes counting a new account’s opening balance as movement.
  • Fixed Quick Add losing parsed trade note choices after closing the trade note form.
  • Fixed delete buttons that could stop responding in holding forms on iOS 26.

v0.6.2

Fixes & Reliability

  • Fixed a crash that could happen after deleting a trade note or saving edits to one.
  • Hid the Apply to holding section when editing a trade note, since applying changes is only available when creating a new trade note.

v0.6.1

What’s New

  • Added a total to the Home day-change card, showing combined day change across investment positions in your primary currency.
  • Added privacy masking for Home totals, change amounts, and percentages — toggle from the eye menu button, long-press for per-field control.

v0.6.0

What’s New

  • Added trade note Quick Add for inputs like AAPL 10 @ 150.
  • Added holding rows to Quick Add recent items, so you can start a trade note from a holding.
  • Added an Apply to holding option when saving trade notes.
  • Added editable previews for shares, average cost, and cash changes before applying a trade note.
  • Added a privacy page to onboarding.

Fixes & Reliability

  • Fixed mixed-currency holding values and day changes showing in the wrong currency.

v0.5.0

What’s New

  • Pushed screens now slide over the tab bar with smoother transitions across the whole app.
  • You can now record an account multiple times in the same day — each entry keeps its own time instead of overwriting the previous one.
  • Renamed “today change” on holdings to “day change”, with an “as of M/D” caption when the market is closed so it’s clear which trading day’s change is shown.
  • Added a small info popover next to your holdings clarifying which timezone the figures use.
  • Added a new “Holdary Pro” section in Settings with a preview roadmap of upcoming Pro features. Everything stays free during beta.
  • Added “Pro Preview” badges on AI Quick Add result cards and OCR import review rows so you can see which features are heading into Pro.
  • Backup files are now saved as compressed ZIP (.holdarybackup) — smaller files and openable in Finder. Existing .holdary backups still restore.
  • Added a privacy policy link in Settings that opens inside the app.
  • You can now pull-to-refresh on the net worth detail screen.
  • Liability balances are now shown in red on the account detail screen.
  • Tap outside the keyboard to dismiss it in form sheets.
  • Compact number formatting now defaults to Chinese style (萬 / 億) for Chinese-locale users.
  • The institution detail screen now shows the region row.
  • Creating an account now requires a currency and asks you to confirm before locking it in (currency can’t be changed later).
  • The More Options row in the account form is now fully tappable, and the category field appears before market.
  • Each holding row now shows the day-change percentage alongside the amount.

Fixes & Reliability

  • Fixed duplicate auto-record entries that could appear after midnight when nothing in your holdings had changed.
  • Fixed the per-account change breakdown not matching the chart bar in some periods.
  • Fixed the net worth trend chart showing empty buckets before your earliest entry.
  • Fixed change-detail jumping past the earliest entry when navigating back through periods.
  • Fixed the account hero’s “vs. last month” comparison using the wrong period.
  • Fixed chart rendering with only a single data point.
  • Disabled swipe-to-delete on the institution list — deletion now happens from the institution detail screen.
  • Fixed the region tag on accounts going blank when no institution was selected — it now reads “Unspecified”.
  • Fixed predefined institutions not carrying their region into the created institution.
  • Fixed Quick Add silently failing on single-number inputs and amount = 0.
  • Fixed the investment category being editable for an existing account (it isn’t supported and could leave it in an inconsistent state).
  • Fixed the reminder editor’s keyboard sometimes covering the input you were editing.

v0.4.0

What’s New

  • Holdings can now be priced in a different currency than their account — e.g. USD stocks under a TWD broker. Prices, gains, and totals convert automatically.
  • The change chart on investment accounts now shows only price-driven gains and losses, so deposits and withdrawals no longer appear as performance bars.
  • Investment accounts can now track a cash balance alongside holdings. Turn on “track cash position” in the account form to add cash in any currency.
  • When importing holdings from a broker screenshot, recognized cash balances are now extracted and shown for review alongside positions.
  • Trade note forms and rows now show the holding’s currency, so cross-currency trades are unambiguous.
  • Tap the period date label on the change detail chart to jump back to the latest period.
  • The reminder hour picker in Settings now reflects your notification permission state, with a quick link to enable it if denied.
  • Settings now shows the app version at the bottom of the page.
  • Institutions from other regions are now collapsed under “Other regions” in the picker so local options surface first.
  • Backup and export filenames now include the time, so multiple backups on the same day no longer overwrite each other.

Fixes & Reliability

  • Fixed a silent 100× price error for LSE stocks quoted in pence (GBp) and other minor-unit currencies — they’re now normalized at the source.
  • Chinese Yuan now displays as “CN¥” so it no longer collides with the Japanese Yen ”¥”.
  • Currency symbols on non-primary amounts now disambiguate based on your primary currency rather than the system locale — e.g. TWD shows as “NT$” for a USD-primary user in Taiwan.
  • Daily charts no longer cut off the latest bar at the right edge.
  • The create-backup confirmation dialog now has a Cancel button.
  • Manual symbol entry no longer auto-appends an exchange suffix.
  • Fixed stale navigation after restoring a backup or entering/exiting demo mode.
  • The institution metadata row now wraps to a new line when pills don’t fit.
  • Investment accounts in mixed currencies refreshed entirely outside market hours no longer show ”—” in the account hero.
  • Holdings bulk-imported from a screenshot now refresh their prices automatically.
  • Cash holdings are excluded from the holdings tab of the change chart.

v0.3.0

What’s New

  • Tag accounts as Domestic or Overseas, and see a domestic-vs-overseas allocation breakdown on Home.
  • Each holding now shows its market status: pre-market, regular, after-hours, or holiday.
  • Auto-record schedules now skip market holidays so investment accounts are not logged with stale prices.
  • Redesigned the account detail screen with a cleaner layout and a sticky header that stays in place while scrolling.
  • Added Contact Support in Settings, with a pre-filled email that includes app and device details.
  • App Store review prompts now appear after useful actions instead of at random.
  • Adding a holding now checks the symbol’s currency before letting you save it.
  • Added 元大、凱基、滙豐、星展 to the institution list, with grouped ordering.
  • Home market changes now sort by trading session first, then by size of change.

Fixes & Reliability

  • Fixed a crash that could happen when restoring a backup made before the region field existed.
  • Restoring a backup now asks for notification permission if your schedules need it.
  • Fixed a flicker on the change chart when switching time ranges.
  • Fixed the change detail period switch snapping to the wrong week or month.
  • Pull-to-refresh on account detail no longer cancels itself when the screen redraws.
  • Zooming out a chart now keeps the latest period in view instead of jumping to the start.

v0.2.0

What’s New

  • Added per-account reminders for daily, weekly, or monthly balance updates.
  • Added auto-record schedules so accounts can log fixed balance changes automatically, with missed runs caught up when the app reopens.
  • Added a Pending Reminders tile on Home to see accounts that need attention.
  • Account entries now show their source: manually added, synced from holdings, or auto-recorded.
  • Added a source filter to the account entry list.
  • Trade notes can now be edited or deleted directly from the account-level list.
  • Quick Log got smarter at reading Chinese input and telling expenses from income.
  • Added optional AI-powered Quick Log parsing for trickier inputs, with a one-time consent prompt.
  • Holding screenshot import now warns when shares or average cost are missing.
  • USD is now pinned near the top of the currency picker.

Fixes & Reliability

  • Fixed holding metric columns not recalculating widths after data changes.
  • Fixed Quick Log misreading long inputs, extra whitespace, or names shared by multiple accounts.
  • Fixed English tab bar labels being cut off.
  • Fixed the change chart counting an account’s opening balance as a gain or loss in its first period.
  • Non-investment accounts now open to the trend chart by default.
  • Fixed TW stock prices in first-launch sample data.