Improvement to an existing feature: Improved

Your 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.

A card with a small donut chart on top and three rows below it, each with an icon, a name, a value and a green figure

On a phone or tablet, the Breakdown tab used to ask you to pick between Holdings and Allocation. Now it is one list under a smaller chart, so the first rows are on screen right away.

What changed

  • Each row shows its icon, return badge, value, profit or loss and the date you have held it since.
  • Tap a row to hide it from the chart. Tap it again to bring it back.
  • The more menu on an asset edits it, opens its transactions or valuations, or deletes it.
  • Categories, sectors, regions, countries and currencies show their profit or loss too. The arrow opens what is inside.
  • Add asset is at the top of the list. On a tablet the chart stays in view beside it.

Computers keep the layout they had.

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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.