Wealthfolio Notes de version

Teymz Inc. · Application de bureau pour suivre placements, patrimoine net, dépenses et projets financiers sur votre appareil.

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Source : homebrew/cask

Installations sur 30 jours: 36; N° 1284 du classement App
Installations sur 1 an: 305; 365 derniers jours
Dernière version: 3.11.0; hier · 23 oct.
Taille du téléchargement: 63Mo; arm64 / x86_64 · dmg
Rythme des versions: Hebdomadaire; 4 versions en 30 jours

3.11.0
Dernière versionven. 23 oct.
Rédaction OpenNavo Ajout à Homebrew 23 oct. 02:16Traduit par IA
CompatibilitémacOS 12 ou version ultérieure
Ajoute soldes successifs, arabe RTL, formats par devise, change interne et modifications de taux. Renouvelle l’interface et corrige calculs, synchro et raccourcis Mac. Consultez les consignes et le problème connu de coût moyen.
Ajoute soldes successifs et groupes quotidiens, arabe RTL, formats par devise, change dans un même compte et changement de taux sans renouveler le prêt. Renouvelle interface et accessibilité, accepte les modèles IA actuels et CSV jusqu’à 500 lignes et distingue outils en lecture ou écriture.

Ni migration ni recalcul automatique au premier lancement. Exécutez une fois Refresh full history si 3.10.0 utilisait crédits externes, positions Other personnalisées, conversions sous forme de transferts liés dans un compte ou codes dont la longueur n’est pas de trois lettres comme USDT. Jusque-là, l’historique concerné garde les calculs de 3.10.0. Les revenus utilisent le taux du jour de réception et le mois de votre fuseau ; la performance inclut les gains et pertes de change sur les liquidités.

Problème connu : rarement, la première synchro courtier remet le coût moyen à 0, même modifié manuellement, si le courtier ne le fournit pas et la quantité a au moins trois décimales. Mettez tous les appareils synchronisés à jour. Rééditez ou refaites le jumelage si modifications, cours manuels ou correspondances d’import ne sont pas arrivés.

Corrige Cmd+C/V/Z sur Mac en maintenant le menu. Les images des réponses IA s’affichent en texte contre les fuites par leur adresse ; certificats TLS et Tauri sont mis à jour. Pas de changement de configuration en auto-hébergement, mais passez l’épingle Docker 3.10 à 3.11. Sélection de changements ; l’original précise les autres plateformes.

https://github.com/wealthfolio/wealthfolio/releases/tag/v3.11.0
3.10.0
mer. 14 oct.
Rédaction OpenNavo Ajout à Homebrew 14 oct. 02:23Traduit par IA
CompatibilitémacOS 12 ou version ultérieure
Ajoute moteur de portefeuille unifié, FIFO/WAC/LIFO/HIFO, prêts et sauvegardes cloud chiffrées pour abonnés Connect. Le premier lancement sauvegarde puis recalcule l’historique ; mettez tous les appareils synchronisés à jour.
Ajoute moteur de portefeuille unifié, FIFO/WAC/LIFO/HIFO, prêts et sauvegardes cloud chiffrées pour abonnés Connect. Le premier lancement sauvegarde puis recalcule l’historique ; mettez tous les appareils synchronisés à jour.

Résumé localisé ; le texte officiel complet et ses liens sont conservés ci-dessous.

Le recalcul peut modifier prix de revient, gains réalisés et valeurs historiques, pas les opérations ni les prix. 3.9.1 ne gère pas WAC/LIFO/HIFO ni les nouvelles écritures de remboursement de capital. ACB entre comptes et sélection de lots précis ne sont pas pris en charge. Les sauvegardes sont chiffrées avant envoi : un profil par jour ou à la demande, jusqu’à 256 Mio ; restauration directe sur ordinateur seulement, CLI hors ligne pour le serveur web. Aucun changement de configuration en auto-hébergement. Les éléments Windows, Linux/Wayland/X11 et mobiles ne sont pas spécifiques à macOS.

Official original

3.10.0 introduces a new calculation engine and adds cost basis methods, loan tracking and encrypted cloud backups.

Highlights

New portfolio engine. Holdings, cash, valuations and returns now come from one engine on desktop, mobile and the server. It fixes many edge cases in transfers, shorts, splits, FX and rounding. (#1847, #1875, #1880, #1894, #1897, #1905, #1923, #1990)

Cost basis methods. Each transaction-tracked account can use FIFO, weighted average cost (WAC), LIFO or HIFO. Not yet supported: cross-account ACB and picking specific lots. (#1872, #1898, #1904)

Loans and mortgages. A liability can be tracked as a loan, with an amortization schedule, payments from a cash account, extra repayments, renewals and confirmed balances. (#1868, #1869, #1888, #1895, #1900, #1903, #1909, #1991)

Encrypted cloud backups for Wealthfolio Connect subscribers: a daily backup of one profile, plus Back up now. Backups are encrypted before upload, so the cloud only sees ciphertext, and can be up to 256 MiB. Restore works on desktop only; the web server restores with the offline CLI. (#1918, #1980)

Return of capital and notional distributions adjust cost basis instead of counting as income. (#1902)

Money flow chart in Spending Insights. You can zoom into a category's subcategories, and subcategories also show in the spending plan. (#1935, #2004)

AI agent (MCP) tools for linking transfers, importing quotes, updating activities and categorizing transactions. (#1896, #1911, #1913, #1937)

Upgrading

The first launch recalculates your history, after making a backup. On a 13-account portfolio this took about 20 seconds.

Where the old calculation was wrong, some derived numbers can change slightly: cost basis, realized gains and past values. Your activities and prices are not changed.

If you use device sync, update all your devices. 3.9.1 can't calculate accounts set to WAC, LIFO or HIFO, or read the new return-of-capital entries.

Self-hosting needs no configuration changes.

Improvements

Activities: clicking a row opens it for editing. Duplicating an activity uses today's date and keeps its notes. (#1864, #1929)

CSV import: investment imports no longer require an Amount column. (#1528, #1979)

Transfers: credit card accounts can send cash transfers, and a cash transfer can use a different currency on each side. (#1796, #1901)

Exchanges come from the full ISO 10383 list. Four old non-standard exchange codes are updated. (#1828)

Custom price providers: new ones apply only to the securities assigned to them. Existing ones keep their fallback. (#1887, #1921)

Investments dashboard: filter by a saved portfolio; the choice is remembered per profile. (#1940)

Hidden accounts count in their group's total. (#1428, #1882, #1917)

Health Center flags accounts with negative cash. (#1926)

Long performance charts load faster. (#1930)

Backups: a simpler Backups tab. (#1971, #1826)

Connect moves above Settings in the desktop sidebar, with links where data is entered by hand. The Sync & Connections page is redesigned around what needs attention. Broker sync requests now include each account's type and the broker's account label, which Connect stores to diagnose mapping problems. (#1984, #1995, #1941)

Spending: merchant rules for France, Germany and the Netherlands. (#1829, #1998, #1997)

Formatting regions: India, Austria, Romania and Bulgaria are new. (#1968, #1908)

Windows: installers are signed (Teymz Inc.). SmartScreen may still warn for a while. (#1910)

Fixes

Asset and loan details: unsaved edits are no longer reset by a background portfolio update. (#1994)

Linux AppImage: no longer opens a blank window on distributions with recent Mesa, such as Ubuntu 26.04. It now runs natively on Wayland; set GDK_BACKEND=x11 to use X11. (#223, #2005)

Connect: a brief connection drop no longer signs you out. "Last synced" now shows when sync last ran, not the broker's latest activity date. (#1843, #1995)

Self-hosted server: CSV imports over 2 MB (a few thousand rows) no longer fail with 413 Payload Too Large, and an unusable secrets file gives a clear error. (#2000, #1932, #1886)

Fund classification: ETFs no longer show part of their value as Unknown in Sectors. Weights reported above 100% (rounding or leverage) are read correctly, and a fund's sectors are saved together. (#1854, #1855)

Asset pages: after a full transfer to another account, income and gains from both accounts are shown, not only the receiving account's. (#1919)

Accented, Chinese or emoji characters no longer make some operations fail: AI assistant replies, holdings export, symbol search, and entering or importing activities whose symbol contains them. (#1879)

Transactions: the table remembers which columns you show. (#1999)

Benchmarks: all-time benchmarks start where your accounts start. (#1933)

Bonds: a synced bond reported by CUSIP and by ISIN stays one security. Treasury prices are no longer calculated from incomplete terms. (#1838, #1891)

Quotes: the quote CSV import shows the server's error, no longer gets stuck after a failed import, and no longer mixes up two files picked one after the other. An Open, High or Low left untouched saves as the close. (#1950, #1951, #1966, #1973, #1993, #1994)

Mobile: Theme "System" follows the phone. Editing a quote keeps focus in the field and saves. (#1959, #1685, #1989)

Linux: the app starts with a C or POSIX locale. (#1726, #1876)

Desktop: the database is closed cleanly on exit. (#1890)

Recovery screen: when the device's secure storage is locked, it suggests unlocking it and trying again before restoring a backup. (#1996)

Schwab "as of" dates import correctly. (#1878)

Spending: completed months compare against the full previous month, and savings categories appear in the rule editor. (#1858, #1827)

AI assistant and MCP: activities added west of UTC keep their date, and imports report failed rows correctly. (#1892)

Dependencies: security updates. (#1899, #1927)

Other: fixes to layout, translations, toasts, transfer editing, and navigation after a page error. (#1755, #1798, #1964, #1981, #1846, #1865, #1893, #1928, #1955, #1914)

Thanks to everyone who contributed and reported issues, including @jay-tau, @daviddphillips, @theluckystrike, @kryofin, @Jonjon-prog, @Bubbles840, @tiann, @salmonumbrella, @oliviertassinari, @markrickert, @kinhsman, @giovacalle, @bogdanr, @blastik, @Neallin-917, @DamienKCorp and @taufderl.

Full changelog: https://github.com/wealthfolio/wealthfolio/compare/v3.9.1...v3.10.0

<span> <a href="https://github.com/afadil/wealthfolio/releases/tag/v3.10.0"> <img src="https://img.shields.io/github/downloads/afadil/wealthfolio/v3.10.0/total?label=This version downloads" /> </a> <a href="https://github.com/afadil/wealthfolio/releases"> <img src="https://img.shields.io/github/downloads/afadil/wealthfolio/total?label=Total downloads" /> </a> </span>

What's Changed

release: prepare 3.9.2 backup and diagnostics fixes by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1826

fix(spending): show savings categories in rule editor by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1827

docs(self-host): clarify database encryption requirement by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1831

feat(market-data): resolve exchanges with ISO MIC catalog by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1828

fix(profiles): recover sessions after transient connection failures by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1843

fix: align bond identity, Treasury pricing, and Docker profile paths by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1838

fix(desktop): preserve exit status with Tauri 2.12 by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1842

fix(dev,network): allow development-mode addons to make declared whitelisted network calls by @markrickert in https://github.com/wealthfolio/wealthfolio/pull/1845

fix(spending): compare completed months in full by @Neallin-917 in https://github.com/wealthfolio/wealthfolio/pull/1858

fix(classification): replace auto assignments atomically per taxonomy by @daviddphillips in https://github.com/wealthfolio/wealthfolio/pull/1855

fix(classification): preserve provider fractional weights by @daviddphillips in https://github.com/wealthfolio/wealthfolio/pull/1854

fix(frontend): stretch pinned add-on sidebar items to full width by @kinhsman in https://github.com/wealthfolio/wealthfolio/pull/1846

feat(portfolio): replace the portfolio calculators with the portfolio engine by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1847

feat(engine): per-account cost basis method behind one relief seam by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1872

fix(formatting): fall back when the system locale is unusable by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1876

fix(portfolio): read accounting settings per account and strictly by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1875

fix(import): read Schwab "as of" dates instead of an epoch date by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1878

fix(activities): store a type override as it reads on every write by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1877

fix: stop byte-offset string cuts from panicking on non-ASCII text by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1879

fix(portfolio): keep history reads off the async workers by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1880

chore(lint): reject unwrap and panic outside tests by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1884

fix(storage): keep database ownership until pooled connections close by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1886

feat(custom-provider): use custom providers only for their assigned securities by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1887

feat(loans): track loans and mortgages with a shared dated engine by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1868

feat(loans): check and apply loan actions in Rust by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1869

feat(loans): pay loans with withdrawals from a cash account by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1888

fix(desktop): release the profile database before exit by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1890

fix(market-data): prevent Xetra-Gold from being classified as a bond by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1891

fix: keep bare activity dates on their day and report failed MCP imports by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1892

fix(engine): split-rounding dust in lot relief and transfer covers; carry P-HOLD snapshots across splits by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1894

fix(engine): net a transfer pair whose sender falls short by a rounding by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1897

feat(engine): add weighted average cost (WAC) as a per-account cost basis method by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1898

feat(loans): own loan writes in Rust and count each repayment once by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1895

feat(mcp): find, link and unlink transfers by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1896

feat(loans): give Holdings cards each loan's summary from its valuation by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1900

fix(engine): count expiry and transfer-cover P&L, and carried charges once, in attribution by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1905

fix(loans): review follow-ups: statuses, form errors, escrow and payment dates by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1903

feat(engine): add LIFO and HIFO cost basis methods by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1904

fix(deps): patch dependency security vulnerabilities by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1899

refactor(loans): date payments in core, not in storage by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1909

test(e2e): make the loan lifecycle and loan editing specs deterministic by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1912

feat(mcp): preview and save reviewed historical quotes by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1911

feat(mcp): preview and apply updates to existing activities by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1913

fix: Health Center crash on an oversold transaction, and keep navigation usable when a page fails by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1914

fix(spending): load transfer counterpart when editing from the Spending tab by @giovacalle in https://github.com/wealthfolio/wealthfolio/pull/1755

fix(account): show activities for hidden accounts on the account page by @kryofin in https://github.com/wealthfolio/wealthfolio/pull/1882

fix(account): keep a hidden account editable from its own page by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1917

fix(activities): allow independent currencies for cash transfers by @tiann in https://github.com/wealthfolio/wealthfolio/pull/1901

ci(windows): sign installers with Azure Artifact Signing by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1910

fix: preserve asset income after account transfers by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1919

fix: generate unique selectors for detected HTML prices by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1921

fix: preserve LF line endings for snapshot fixtures by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1922

fix(spending): translate cash activity type labels by @Jonjon-prog in https://github.com/wealthfolio/wealthfolio/pull/1865

feat(engine): returns of capital and notional distributions by @daviddphillips in https://github.com/wealthfolio/wealthfolio/pull/1902

feat(connect): add encrypted cloud backups and direct snapshot transfers by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1918

fix(health): detect unfunded buys and link negative balances by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1926

ci: seed the PR Rust cache on main and stop per-PR cache writes by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1925

feat(spending rules): categorization rules for France by @DamienKCorp in https://github.com/wealthfolio/wealthfolio/pull/1829

fix(engine): an account that has not started no longer blanks a scope's performance by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1923

fix(goals): translate goal, plan and funding toasts by @theluckystrike in https://github.com/wealthfolio/wealthfolio/pull/1893

fix(deps): bump proxy-addr and source-map-js to patched releases by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1927

fix(activities): use today and preserve notes when duplicating by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1929

fix(goals): show one toast when saving a save-up plan by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1928

fix(performance): stop the chart's hidden vertical grid from blocking first render by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1930

feat(activities): allow transfers out of credit card accounts by @Bubbles840 in https://github.com/wealthfolio/wealthfolio/pull/1796

fix(performance): start all-time benchmarks where the accounts start by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1933

fix(server): diagnose an unusable secrets file behind profile deletion failures by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1932

feat(spending): money flow Sankey on Where I am by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1935

feat(dashboard): filter investments by saved portfolio by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1940

ci: keep every build on the repo's Node and pnpm versions by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1943

ci: drop the pnpm cache from PR checks by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1958

ci(rust): stop per-PR Rust cache saves by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1945

feat(connect): send account context with brokerage activity requests by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1941

fix(settings): follow the system theme on mobile by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1959

ci(docker): reuse compiled dependencies from a GHCR registry cache by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1946

fix(docker): refresh the final stage when storage hosts change by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1957

fix(quotes): show the backend error when a quote CSV import fails by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1950

fix(build): don't watch a missing .env in build scripts by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1953

fix(android): stop initializing ndk-context twice at launch by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1961

refactor(frontend): rename adapter isDesktop to isTauri by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1962

fix(quotes): send the custom provider code with existing-asset search results by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1951

fix(settings): use one desktop window check for every theme mode by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1963

test(server): keep SYSTEMROOT after env_clear in child-process tests by @theluckystrike in https://github.com/wealthfolio/wealthfolio/pull/1938

feat(backups): simplify the Backups tab and fix cloud restore in dev builds by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1971

fix(mcp): Show "AI Agent Access" when available by @oliviertassinari in https://github.com/wealthfolio/wealthfolio/pull/1955

build: optimize portfolio-engine and rust_decimal in test builds by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1972

fix(dashboard): count hidden accounts in group stats, keep groups of one by @kryofin in https://github.com/wealthfolio/wealthfolio/pull/1428

feat(mcp): save reviewed transaction categories by @salmonumbrella in https://github.com/wealthfolio/wealthfolio/pull/1937

fix(quotes): stop the quote CSV import wizard from mixing up files by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1973

fix(import): make amount optional for investment CSVs by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1528

test(settings): mock usePlatform in the settings layout test by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1978

fix(quotes): stop the import progress timer when a quote import fails by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1966

fix(ui): keep dialog and side-sheet max-width between 640 and 1024 px by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1964

feat(settings): add India as a formatting region by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1968

fix(import): list amount as optional in import help by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1979

ci: run the Windows IPC test step explicitly in PowerShell by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1965

feat(activity): open a row for editing when it is clicked by @Jonjon-prog in https://github.com/wealthfolio/wealthfolio/pull/1864

fix(ui): preserve page scroll when activity tabs mount by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1981

fix(mobile): number inputs stealing focus back to date pickers by @blastik in https://github.com/wealthfolio/wealthfolio/pull/1685

fix(activities): treat the reserved cash symbol as cash on save paths by @Bubbles840 in https://github.com/wealthfolio/wealthfolio/pull/1798

feat(backups): back up to the cloud on demand by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1980

feat(connect): add discreet Connect account links by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1984

ci(docker): pin tonistiigi/xx to 1.10.0 by @jay-tau in https://github.com/wealthfolio/wealthfolio/pull/1985

feat: add Austria, Romania and Bulgaria formatting regions by @bogdanr in https://github.com/wealthfolio/wealthfolio/pull/1908

fix(holdings): count realized P&L from a short covered by a transfer in by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1990

fix(mobile): save quotes from the mobile quote editor by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1989

fix(loans): preserve manual liability origination and balances by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1991

fix(quotes): disable the exiting import preview by @Neallin-917 in https://github.com/wealthfolio/wealthfolio/pull/1993

fix: release QA findings for 3.9.2 (loan details reset, quote zeros, Android status bar, restore dialog, first-run job, E2E isolation) by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1994

feat(connect): redesign Sync & Connections and fix its sync status by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1995

fix(desktop): suggest unlocking secure storage before backup recovery by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1996

fix(activity): persist transaction column visibility by @afadil in https://github.com/wealthfolio/wealthfolio/pull/1999

fix(import): accept import requests larger than 2 MB by @taufderl in https://github.com/wealthfolio/wealthfolio/pull/2000

feat(spending): show subcategories in the money flow and spending plan by @afadil in https://github.com/wealthfolio/wealthfolio/pull/2004

fix: update Tauri (CLI 2.12.2, runtime 2.12.3) for Linux AppImages and Xcode 27 by @afadil in https://github.com/wealthfolio/wealthfolio/pull/2005

feat(spending): add Dutch categorization preset by @taufderl in https://github.com/wealthfolio/wealthfolio/pull/1997

feat(spending): add German categorization preset by @taufderl in https://github.com/wealthfolio/wealthfolio/pull/1998

chore(release): bump version to 3.10.0 by @afadil in https://github.com/wealthfolio/wealthfolio/pull/2006

New Contributors

@jay-tau made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1842

@daviddphillips made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1855

@kinhsman made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1846

@giovacalle made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1755

@tiann made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1901

@theluckystrike made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1893

@Bubbles840 made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1796

@oliviertassinari made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1955

@salmonumbrella made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1937

@bogdanr made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/1908

@taufderl made their first contribution in https://github.com/wealthfolio/wealthfolio/pull/2000

Full Changelog: https://github.com/wealthfolio/wealthfolio/compare/v3.9.1...v3.10.0

Sources

https://github.com/wealthfolio/wealthfolio/releases/tag/v3.10.0
3.9.1
Correctifdim. 27 sept.
Rédaction OpenNavo Ajout à Homebrew 27 sept. 14:06Traduit par IA
CompatibilitéInconnue
Corrige synchronisation, rendements et démarrage. Les transferts sont plus rapides et compacts, avec une progression du jumelage plus claire.
Wealthfolio 3.9.1 corrige synchronisation, rendements et démarrage. Les transferts chiffrés sont plus rapides et compacts, incluent les positions des courtiers et précisent la progression du jumelage.

Les rendements des comptes de positions sont cohérents après recalcul complet ou partiel. Corrige un plantage au démarrage Linux lié au stockage natif des identifiants, clarifie les erreurs des profils auto-hébergés et améliore la récupération des sessions interrompues.

Mettez les deux appareils à jour vers 3.9.1 avant jumelage. Reconstruisez entièrement le portefeuille si les anciens rendements sont incorrects.

https://github.com/wealthfolio/wealthfolio/releases/tag/v3.9.1
3.9.0
26 sept.Développer
Rédaction OpenNavo Ajout à Homebrew 27 sept. 08:07
CompatibilitéInconnue
Aucune note dédiée à cette version
3.8.0
7 sept.Développer
Rédaction OpenNavo Ajout à Homebrew 7 sept. 16:52
CompatibilitéInconnue
Aucune note dédiée à cette version
3.7.0
19 aoûtDévelopper
Ajout à Homebrew 19 août 22:48
CompatibilitéInconnue
Aucune note dédiée à cette version
3.6.3
8 aoûtDévelopper
Ajout à Homebrew 8 août 13:55
CompatibilitéInconnue
Aucune note dédiée à cette version
3.6.2
14 juil.Développer
Ajout à Homebrew 14 juil. 02:01
CompatibilitéInconnue
Aucune note dédiée à cette version
3.6.1
7 juil.Développer
Ajout à Homebrew 7 juil. 02:10
CompatibilitéInconnue
Aucune note dédiée à cette version
3.6.0
5 juil.Développer
Ajout à Homebrew 5 juil. 02:12
CompatibilitéInconnue
Aucune note dédiée à cette version
3.5.3
26 juinDévelopper
Ajout à Homebrew 26 juin 02:35
CompatibilitéInconnue
Aucune note dédiée à cette version
3.5.2
10 juinDévelopper
Ajout à Homebrew 10 juin 18:12
CompatibilitéInconnue
Aucune note dédiée à cette version
3.5.1
9 juinDévelopper
Ajout à Homebrew 9 juin 05:51
CompatibilitéInconnue
Aucune note dédiée à cette version
3.4.0
15 maiDévelopper
Ajout à Homebrew 15 mai 20:17
CompatibilitéInconnue
Aucune note dédiée à cette version
3.3.0
1 maiDévelopper
Ajout à Homebrew 1 mai 16:50
CompatibilitéInconnue
Aucune note dédiée à cette version
3.2.1
3 avr.Développer
Ajout à Homebrew 3 avr. 07:49
CompatibilitéInconnue
Aucune note dédiée à cette version
3.2.0
3 avr.Développer
Ajout à Homebrew 3 avr. 02:05
CompatibilitéInconnue
Aucune note dédiée à cette version
3.1.2
16 marsDévelopper
Ajout à Homebrew 16 mars 01:57
CompatibilitéInconnue
Aucune note dédiée à cette version
3.1.1
15 marsDévelopper
Ajout à Homebrew 15 mars 02:01
CompatibilitéInconnue
Aucune note dédiée à cette version
3.1.0
14 marsDévelopper
Ajout à Homebrew 14 mars 22:33
CompatibilitéInconnue
Aucune note dédiée à cette version
3.0.5
7 marsDévelopper
Ajout à Homebrew 7 mars 16:40
CompatibilitéInconnue
Aucune note dédiée à cette version
3.0.4
5 marsDévelopper
Ajout à Homebrew 5 mars 22:47
CompatibilitéInconnue
Aucune note dédiée à cette version
3.0.3
3 marsDévelopper
Ajout à Homebrew 3 mars 23:27
CompatibilitéInconnue
Aucune note dédiée à cette version
3.0.2
3 marsDévelopper
Ajout à Homebrew 3 mars 17:18
CompatibilitéInconnue
Aucune note dédiée à cette version

Wealthfolio Notes de version

3.11.0

3.10.0

Official original

Highlights

Upgrading

Improvements

Fixes

What's Changed

New Contributors

Sources

3.9.1

3.9.0

3.8.0

3.7.0

3.6.3

3.6.2

3.6.1

3.6.0

3.5.3

3.5.2

3.5.1

3.4.0

3.3.0

3.2.1

3.2.0

3.1.2

3.1.1

3.1.0

3.0.5

3.0.4

3.0.3

3.0.2