Improvement to an existing feature: Improved

Your 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.

An income cell with a figure and a this-month line under it, beside a list of holdings each with a total and an arrow

Open Income and the list is now grouped by holding, biggest first. A holding that paid more than once is one row with its total, and a tap opens its payments, newest first.

This month, not a guess

Under the Income figure, and in its list, you now see what has landed since the 1st of the month. It replaces the next-12-months estimate, so every number there is money you were actually paid.

A fund that pays quarterly will say so when nothing has arrived yet, and fills in the day its payment lands.

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.