Improvement to an existing feature: Improved

Fees 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.

A card with one holding opened to show its dated amounts and two more holdings closed below it, each with a chevron

A holding you buy every month used to fill the Fees and Realized lists with the same name again and again. Now each holding is one row with its total.

What changed

  • Fees and expenses and Realized gains and losses list one row per holding, biggest first.
  • Tap a holding with more than one charge or sale, marked with an arrow, to see its dated items.
  • A holding with a single item stays a plain row, with nothing to open.
  • The rows still add up to the total pinned at the top.

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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.