April 23, 2025

🐞 Fixes & improvements

• We fixed a bug where creating a new cash/commodity holding within the activity form led to it not being selectable right after creation.
• The treemap has seen a few bug fixes that concerned its calculations when displaying multiple portfolios as well as when displaying multiple assets that quite similar names. We have additionally removed the truncation of the asset names.
• The loading screen for the portfolios was not showing properly. It is back now.
• We have removed sold holdings from the dividend dashboard.
• Minor fixes concerning the dark mode were completed.

April 16, 2025

🚀 Portfolio Treemap

Last week we released the treemap for the largest companies in the world. In our internal testing, we saw that this would make a great addition to our “Rendite” analysis tab. Therefore we have now added a treemap for the performance of the selected portfolio, grouped by sectors.

It allows users to define the size of the rectangles based on either the current value or the purchase value (vastly different for some portfolios) and the selected timeframe.

The treemap uses a dynamic color scheme, based on the amplitude of the observed performances. E.g. having a single position that has gained 10% in a day will pop out with a bright green but other 4% gainers will not be that bright.

🐞 Fixes & improvements

• The activity form will create activities by default at 08:00 (German time) if the time is not specifically set.
• Filtering the activities list by cash now correctly removes security events from the list.
• The “Include profits & dividends” button on the dashboard was briefly broken. It is now back to its previous glory.