Improvement to an existing feature: Improved

Your 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.

A gains list in two sections: market gains for stocks and funds, and your valuations for a house and a car, each with its own total

A $20,000 gain on a share and a $20,000 gain on a house are not the same kind of number. The share's price moved today. The house is worth what you last wrote down, which may be months old. The Gains list put them in one pile.

What changed

  • Open Gains and choose a view: market gains for stocks, funds and crypto, your valuations for property, cars, metals and other assets you value by hand, or cash accounts.
  • Each view shows its own total, and the views add up to the Gains figure above them.
  • A wallet with only one kind of asset has no choice to make, so the list stays as it was.

Why it matters

If most of your gain sits under your valuations, it is worth a minute to check those numbers. Each of those rows now shows when you last valued it, so you can see which ones are old.

Nothing about your total changed. Gains is the same number, now shown in two parts.

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.

Open the feed

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.