What we shipped, and why it matters
Every update to FortuneOK, newest first. Nothing here is a bug fix log: if it made the list, it changes something you can see.
November 2026
Improvement to an existing feature: ImprovedAdding money no longer dents your line
The Performance chart now shows what your holdings did, not how much you paid in. Buying more of an asset no longer makes your line dip against the index.
Read the post
Improvement to an existing feature: ImprovedOne order, one line
When your broker fills one order in pieces, the app now shows it as a single transaction with the total shares, the combined fee and the average price.
Read the post
Improvement to an existing feature: ImprovedOn a phone, Transactions open as a panel and grow when you edit
Transactions, Valuations and Debts open as a bottom panel, grow to full screen when you add or edit, and shrink back to your list where you left it.
Read the post
October 2026
Improvement to an existing feature: ImprovedDetail windows now step back instead of stacking
Open a holding from Fees, Income, Realized, Change by period or your target mix and the window changes in place, with a Back button to return where you were.
Read the post
Improvement to an existing feature: ImprovedPick how you look at your gains: by source or by exchange rate
The Gains window swaps its two tabs for one View menu. Choose all gains, one kind of gain, or the part that came from exchange rates, each with its total.
Read the post
Improvement to an existing feature: ImprovedYour gains now say which part is market and which part is your own estimate
The Gains list splits into market gains, which move every day, and your valuations, which are only as recent as the numbers you typed in.
Read the post
Improvement to an existing feature: ImprovedYour property and car rows now say when you last valued them
A home, a car or a bar of gold is worth what you last wrote down. Each of those rows now shows that date, and turns amber once it is a year old.
Read the post
Improvement to an existing feature: ImprovedYour chart now follows the exchange rate day by day
If you hold pesos, pounds or any other currency, your history used to move in monthly steps. It now uses each day's exchange rate, so the line is smooth.
Read the post
New feature: NewSee how bumpy the ride was
A new Risk button next to Compare explains volatility, max drawdown and the Sharpe ratio in plain words, and tells you whether each one applies to the range you picked.
Read the post
Improvement to an existing feature: ImprovedMenus now slide up from the bottom of your phone
On your phone, menus, pickers and info popovers open as bottom sheets, and every popup shares the same smooth motion.
Read the post
New feature: NewSort your holdings by what matters
The Performance list can now be sorted by value, change, yearly return or name, in either direction, from a small control at the end of its caption.
Read the post
Improvement to an existing feature: ImprovedTargets read like the rest of Allocation
The Targets tab and the Target Mix settings now show each target the way every other Allocation row does, and you can drag a target to set it.
Read the post
Improvement to an existing feature: ImprovedPerformance follows your range
Pick 1D, 1M, YTD, 5Y or Max on the chart and the headline and every holding show how they did over that range, in one small pill.
Read the post
Improvement to an existing feature: ImprovedAllocation shows what you own
The allocation list is cleaner: each holding shows its value and share, and the profit figures stay on the Performance side.
Read the post
Improvement to an existing feature: ImprovedMore room for your charts
The Returns and Goals rows at the top of the dashboard are now named in a slim column on the left, so the cards take less height and your charts start higher.
Read the post
New feature: NewSee every holding in a side panel
On a wide screen, a handle on the edge of each holdings list opens the whole list in a sidebar that pushes the page, so the chart stays in view.
Read the post
New feature: NewA clearer first screen for new accounts
A new account now starts with an Add asset button, your own goals first, and one sample portfolio below, clearly marked as an example.
Read the post
New feature: NewOne Add asset button, three ways in
The Add asset button is now a menu: type in a holding, import a CSV or Excel file, or connect a broker, from the same place.
Read the post
New feature: NewA calendar for the dividends you got and the ones coming
A new Calendar tab in Income lays out your paid and declared dividends month by month, so you see what landed and what is on the way.
Read the post
Improvement to an existing feature: ImprovedWindows now slide in and out, like a native app
Every window in the app now eases in and out instead of popping, with a bottom sheet feel on your phone.
Read the post
Improvement to an existing feature: ImprovedYour Target Mix, and goal tiles that always fit
Allocation targets are now your Target Mix, and the goal tiles make room for the words that matter.
Read the post
Improvement to an existing feature: ImprovedSee what exchange rates did to your gains
Open your Gains and a Currencies tab shows how much of the gain came from exchange rates, currency by currency.
Read the post
Improvement to an existing feature: ImprovedYour returns and goals now share one compact card
On desktop the returns and your four goals sit together in one slim card, so your charts start about 145px higher.
Read the post
Improvement to an existing feature: ImprovedA wider dashboard, with your holdings next to the charts
The left panel is gone on desktop. The chart gets the room, and your holdings sit right under the charts they belong to.
Read the post
Improvement to an existing feature: ImprovedHoldings that only moved with the exchange rate say Currency
A property or cash row whose daily change comes only from its currency now says Currency instead of Today.
Read the post
Improvement to an existing feature: ImprovedTighter return cards, and currencies in Unrealized
The return cards are shorter, the confusing caption is gone, and the currency line in Unrealized now opens a list of each currency.
Read the post
Improvement to an existing feature: ImprovedYour returns, in a clearer order
Total return now comes right after Today, the currency line shows money instead of an exchange rate, and one note says which cards are all time.
Read the post
New feature: NewLanguage, currency and light or dark, in one place
A new Preferences button in the header lets you pick your language, your currency and, for the first time, light or dark.
Read the post
Improvement to an existing feature: ImprovedYour free trial now starts when you connect a broker
The 14-day broker sync trial no longer runs from the day you sign up. It starts the first time you connect a broker.
Read the post
Improvement to an existing feature: ImprovedA clearer sample portfolio for new accounts
Before you add anything, the dashboard now shows a small $50k example wallet, labelled as a sample on every screen.
Read the post
Improvement to an existing feature: ImprovedYour debts now live in your net worth line
The Debts card is gone. Tap the red Debts figure under your portfolio value to see, add, edit and delete your debts.
Read the post
New feature: NewYour debts now come with your export
The Excel workbook and the PDF report list the debts you entered and show assets, debts and net worth.
Read the post
New feature: NewCompare your portfolio against any ticker
Search any ticker in the performance chart's benchmark menu and see your portfolio next to it, in the same currency.
Read the post
New feature: NewAdd what you owe, see what you are worth
Enter a mortgage, a loan or a card balance and your net worth shows assets less debts, right under your portfolio value.
Read the post
New feature: NewSee the dividends your holdings have declared
A new Upcoming tab in Income lists the dividends your stocks, funds and bonds have already declared, with the pay date and what you will receive.
Read the post
Improvement to an existing feature: ImprovedYour chart history now rebuilds in the background
After an import or an edit, your history rebuilds behind the scenes and the chart shows how far along it is, instead of leaving you waiting.
Read the post
Improvement to an existing feature: ImprovedAn empty portfolio now shows what you are about to get
Before your first asset, every screen shows a faded sample of the real dashboard instead of a blank page, and you can set your goals right away.
Read the post
Improvement to an existing feature: ImprovedBig numbers now fit every screen
A long amount shortens only when it has to, and the full value is one tap or hover away. Percentages drop zeros that say nothing.
Read the post
New feature: NewTracking by hand is now free, forever
Add, edit, import and export your portfolio with no card and no time limit. Only automatic broker sync is paid, and every new account tries it free first.
Read the post
Improvement to an existing feature: ImprovedA new account now has one place to start
An empty portfolio shows one set of choices instead of five buttons, a faded preview of your charts, and a way to explore a sample portfolio first.
Read the post
New feature: NewFree calculators: your FIRE number and your yearly return
Two free calculators anyone can use, no account needed: how long until FIRE, and what your money earned each year once every deposit is counted.
Read the post
New feature: NewFortuneOK now speaks Spanish, French and Portuguese
The site, the dashboard, the demo and the sign-in email now come in Spanish, French and Portuguese, with your numbers and dates written the way you read them.
Read the post
New feature: NewCash accounts show the interest they earn
A savings or broker cash account is now rated by its interest yield over the last 12 months, against your target return.
Read the post
Bug fix: FixedCharts show your latest history again
On a large portfolio the longer ranges could stop weeks short of today, so 1M drew two points. They now read all of your history.
Read the post
Bug fix: FixedThe chart's days and hours no longer jump
1D shows one trading session at the right hours, 1W shows one label per day, and 1M labels every few days evenly, so nothing skips from one date to a later one.
Read the post
Improvement to an existing feature: ImprovedPerformance, price and return breakdown each get their own window
A holding's performance, its share price and the parts of its return now open as three separate windows, with no tabs to switch.
Read the post
New feature: NewEvery asset row reads the same, with the symbol's own move
Asset lists now share one layout everywhere, and each stock, fund or crypto row shows the share price and what one share moved.
Read the post
Improvement to an existing feature: ImprovedA rising line for goals on the way
A goal that is on the way now shows a rising amber line, and the Income cell shows how much of what you put in came back as income.
Read the post
New feature: NewSee the market price behind a holding
Every stock, fund and crypto holding now has a Market tab with the symbol's own price chart, today's move and its 52-week range.
Read the post
Improvement to an existing feature: ImprovedThe same menu on every holding, and a performance view with your position
Every holding now has the same menu wherever it appears, including a View performance item that opens its own chart and return.
Read the post
Improvement to an existing feature: ImprovedTargets now come first, with bars that show how close you are
The Allocation chart opens on your targets, each bar is green, amber or red by how close you are, and a button lists the holdings behind every target.
Read the post
Improvement to an existing feature: ImprovedEvery goal badge now tells you what it means, and Income gets one
Tap any goal badge for a plain explanation, including Emergency Fund, FIRE and Allocation targets. Income now shows how much of your return goal it covered.
Read the post
Improvement to an existing feature: ImprovedYour income by holding, and what arrived this month
The income list groups payments by holding, and Income now shows what you received this month instead of a 12-month guess.
Read the post
Improvement to an existing feature: ImprovedGoal badges on your returns
Today and Total return now carry a goal badge, and every badge says which figure it rates.
Read the post
Improvement to an existing feature: ImprovedGoal badges that say what they mean
A trophy when you hit your goal, a warning triangle when you are on the way, and a red alert when a holding is behind.
Read the post
Improvement to an existing feature: ImprovedFees and realized gains, grouped by holding
Fees and Realized now show one row per holding with its total. Tap a holding to see its charges or sales.
Read the post
Improvement to an existing feature: ImprovedThe performance chart remembers your time range
Pick 6M, 5Y or any other range once and the chart opens on it after a reload. A new chart opens on 1Y.
Read the post
Improvement to an existing feature: ImprovedYour holdings now live in the Allocation list
On a phone or tablet, Breakdown is one list: every row shows the return, the value, the profit or loss and the date, with the actions one tap away.
Read the post
Improvement to an existing feature: ImprovedSee every period at once
Tap Today to see how your portfolio moved over seven periods, and the goal cards say each thing once.
Read the post
New feature: NewYour dashboard fits your phone
On a phone the dashboard is four views behind a bottom bar, and Add asset moved into Holdings.
Read the post
Improvement to an existing feature: ImprovedYour net worth comes first
Your net worth is now the big figure in the chart header, and the goal cards below are smaller and easier to read.
Read the post
Improvement to an existing feature: ImprovedOne way to read gains and losses
A gain or a loss now always shows one arrow and plain numbers, money in and out keep their plus and minus, and a zero looks like a zero.
Read the post
New feature: NewSee your move over a week, a month or a year
The Today figure now has a period menu, from one day to one year, and the figure opens every holding behind it.
Read the post
September 2026
New feature: NewSee which holdings made each figure
Tap Today, Unrealized or Total return to see every holding behind the figure, and Income for each payment you received, filtered by source.
Read the post
New feature: NewMore detail in your returns row
Tap Income for where it comes from, Realized for each sale, see what each currency you hold is worth and how it moved, and the average fee. The FIRE card shows what is left to reach your goal.
Read the post
Improvement to an existing feature: ImprovedA simpler Return card and an easier row to read
The Return card is now just Annual Return, the row beneath reads in a new order, and the allocation donut always shows your profit or loss under the total.
Read the post
Improvement to an existing feature: ImprovedReturn figures that say what they are
The figure over the chart is now labelled as the move in your holdings' value, its percentage is over what you held at the start, and the Return card keeps Total and Annual.
Read the post
New feature: NewWhat your holdings could pay next year
Under Income in the returns row, an estimate of what your dividends, interest, rewards and rent would pay over the next 12 months.
Read the post
Improvement to an existing feature: ImprovedYour gain now includes what exchange rates did
For stocks, funds and crypto priced in another currency, your profit now counts the exchange rate at the time you bought, and the returns row shows how much of it came from currency.
Read the post
New feature: NewSee how your holdings moved today
A new first figure in the returns row shows how far your priced holdings moved since their previous close, and each stock, fund and crypto holding shows its own move.
Read the post
New feature: NewSee where your return comes from
A slim row under your goal cards splits your total return into what you would gain by selling, what you already locked in, income and fees.
Read the post
Improvement to an existing feature: ImprovedYour total return now counts what you sold
Gains you locked in by selling, fees and tax withheld on dividends now count in your total return, in the Return card, the holdings list and your exports.
Read the post
New feature: NewEvery target on the donut, with its band
The Targets donut now draws each target the way its bar does: what you hold, the band that counts as on target, and the target tick.
Read the post
New feature: NewBuild your own target from any mix
Combine countries, currencies, sectors or single assets into one target with your own name, like North America at 40%.
Read the post
New feature: NewYour targets, right on the allocation chart
The allocation chart has a new Targets tab: a donut of what you hold for each target, with your target drawn as a ring inside it.
Read the post
Improvement to an existing feature: ImprovedOne green, everywhere you look
Buttons, links, gains and chart lines now draw the same green on each theme, and every colour in the app is measured for contrast.
Read the post
Improvement to an existing feature: ImprovedHints that work on your phone
The small hints that explain a badge, an icon or a greyed out button now open with a tap, not just a mouse, and always fit on screen.
Read the post
New feature: NewReport a bug, with a screenshot
The suggestions board now takes bug reports too, and you can paste or drag a screenshot straight into a post, then resize or crop it. A full screen button gives a long one room.
Read the post
Improvement to an existing feature: ImprovedFormat your suggestions
The suggestion box now takes bold, lists and links, plus a quick emoji picker, so a request reads the way you meant it.
Read the post
New feature: NewTell us what to build next
A suggestions board under this changelog. Propose a feature, vote on the ones you want, and watch them move from planned to shipped.
Read the post
Improvement to an existing feature: ImprovedFourteen days to change your mind
The refund window on your first invoice was 7 days. It is now 14, everywhere, and any longer right your own law gives you comes on top.
Read the post
Improvement to an existing feature: ImprovedHistory at the rate of the day
If you hold anything outside your base currency, its past values were converted at today's exchange rate. Now they use the rate that actually applied.
Read the post
Improvement to an existing feature: ImprovedYour index funds are not a bank
The Sectors chart filed every ETF under Financial Services. It now names what a fund is, and your holdings carry their country and currency.
Read the post
August 2026
New feature: NewFollow what ships, without an account
The changelog now has an RSS feed, and you can get a short email when something ships. Neither needs an account.
Read the post
Improvement to an existing feature: ImprovedThree ways to start your portfolio
A brand new account now opens with the three ways to add your first holding, on a phone as well as a laptop.
Read the post
Improvement to an existing feature: ImprovedA failed payment never hides your data
If a card fails, your dashboard stays fully readable. Only saving pauses, and only until you have updated it.
Read the post
New feature: NewBring your history in from a spreadsheet
Export your trades from any broker and drop the file in. Holdings, cost basis, returns and the whole chart history are built from it.
Read the post
New feature: NewCheck your broker before you sign up
The 28 brokers and exchanges that connect automatically now have a page each. Search by name or region and see exactly what syncs.
Read the post
July 2026
New feature: NewSet the mix you want, we name the trade
Say you want 30% in USD or 20% in technology. The card shows how far you have drifted and the amount to buy or sell to close it.
Read the post
New feature: NewExport anytime, leave anytime
Excel and PDF exports are open to every account, lapsed ones included. Closing your account is now one confirmation instead of a support email.
Read the post
June 2026
New feature: NewCompare yourself to a fund, fairly
Time-weighted return strips out when you added money, which is how funds and indexes publish their numbers. It sits under your portfolio value.
Read the post
Improvement to an existing feature: ImprovedA return that knows when your money arrived
Annualized return is now money weighted. If you invest a bit every month, the old figure was reading you low.
Read the post
New feature: NewGive your money something to aim at
Set a FIRE number, an emergency fund and a return to beat. Each one gets a card that says how close you are.
Read the post
May 2026
April 2026
March 2026
New feature: NewKeep your accounts apart, see them together
Split your holdings into as many portfolios as you have accounts. Every total still adds them up when you want the whole picture.
Read the post
New feature: NewOne place for everything you own
Track shares, crypto, cash and property side by side, in whichever currency you actually think in.
Read the post
Help decide what we build and fix
Suggest a feature or report a bug, vote on the ones that matter, and watch them move from planned to shipped.
Follow along in your reader
Every post lands in the feed the moment it ships. Paste the address into Feedly, NetNewsWire or whichever reader you already use.
Stop rebuilding the spreadsheet. Start reading one number.
Connect a broker or import a file, and your whole portfolio is on one screen in the currency you actually spend.