Changelog

📊 We've polished the Allocation Table when viewing by tags! Fixed a layout issue where group totals were misaligned, and now you can see clear profit and loss metrics for each custom group at a glance. 📈

📈 Gain deeper insights into your liabilities with our new leverage ratio display in the dashboard! We've also improved stock chart reliability and fixed market price edge cases to ensure your portfolio metrics are always accurate. ⚖️

✨ We've refined our pricing cards to better highlight the powerful features of our professional plan. Also, the report page now defaults to a Year-To-Date view, giving you an instant annual overview of your wealth journey. 📈

⚖️ You now have more control over your rebalancing! We've added the ability to exclude specific assets from rebalancing calculations. Plus, we've polished the rebalancing table for a clearer and more intuitive experience.

🚀 We've launched a brand new Help Center! Featuring structured user guides, premium step-by-step visuals, and a redesigned mobile sidebar for effortless documentation browsing.

🔍 We've improved the reliability of our asset search! Finding and adding your favorite stocks to your portfolio is now smoother than ever.

📸 Sharing your portfolio success is back on track! We've resolved an issue that prevented downloading slide images on mobile devices. Save and share your beautiful generated cards with ease!

📲 Installing Ascent on your device is now smoother than ever! We've fixed an issue where the install button was sometimes disabled, ensuring you can always add Ascent to your home screen easily.

📊 We've improved the Asset Attribution table by making group rows more visually prominent and updating labels to clearly reflect your cash and liabilities alongside performance.

✨ We've completely redesigned the Composition Detail section on the Report page! It now features a clean, high-contrast 2x2 grid that makes comparing your starting balance, ending balance, and net change much easier to read at a glance.

📝 We've updated our data disclaimer to clarify that Ascent is designed primarily as a portfolio journey journal, not a real-time trading platform. Data might have slight delays, so keep focusing on the long-term!

🧹 Cleaned up how day changes are displayed on your portfolio when markets are closed. No more confusing percentages when there's no movement!

🚀 We've launched beautiful new Pricing, About, and Refund policy pages. You can now clearly see all our premium features and learn more about the team building Ascent.

📱 Your mobile dashboard just got smarter! We've improved the top-level stats header to give you a clearer, more immediate overview of your portfolio health on smaller screens.

Improved mobile UI for a native app look and feel with integrated progress tracking. 📱🎯

New Feature: Custom Tags & Dimensions. Organize your portfolio with custom tags and dimensions (e.g., Sector, Strategy) to analyze assets your way. 🏷️

✨ We've updated the Dashboard goal progress label to be more intuitive. Instead of ambiguous phrasing, it now clearly shows "70% of Goal" to celebrate your achievements! 🎯

🔧 Polished the transaction history view to ensure all currency formats and amounts are displayed consistently, making your financial records easier to scan. ✨

✨ Enhanced the Dashboard Header with better centering and larger fonts for top metrics. On mobile, we've optimized the layout to group numbers on the right for a cleaner, balanced look. Your portfolio overview is now even more readable! 📊

🎯 Reach your financial targets faster! You can now set a Net Worth goal in Settings and track your progress with a new progress bar right in the Dashboard header. 📈

🍱 Experience our stunning new Bento Grid dashboard! We've integrated high-density widgets like Allocation Health, Top Holdings, and Recent Activity into a gorgeous, responsive layout. Managing your portfolio has never looked this professional. ✨

📅 Your dates, exactly as you intended! We've overhauled our date handling to use UTC-based calibration. This eliminates the "day shift" bug across all timezones, ensuring those Oct 5th transactions stay on Oct 5th globally. 🎯

🚀 Smoother navigation and clearer insights! We've updated Dashboard metrics to focus on Total Unrealized Gain and streamlined rebalancing workflows with smarter deep-linking. Plus, enhanced Demo Mode settings for a more personalized trial experience. 📈

🔄 Improved bidirectional synchronization for linked transactions. Now, editing either side of a linked pair (like a stock buy and its cash withdrawal) correctly preserves all data across both entries. 🎯

💸 Track your cash flow automatically! When you buy, sell, or transfer between accounts, the system now automatically creates linked cash transactions. Plus, you can preview the impact before you even hit save. 🚀

📊 Get a bird's-eye view of your portfolio! We've added a new Allocation Breakdown to the Report page, helping you visualize your diversification across different asset classes. 🌈

🎨 We've redesigned the Settings page with a cleaner single-column layout, visual theme selector cards, and a new account section. Managing your preferences is now smoother and more intuitive! ✨

💰 The transaction form now dynamically updates "Amount" to "Principal" and "Fee" to "Interest" when repaying a loan, making it easier to track your debt reduction.

✨ We've standardized how fees and interest are shown in transaction lists, replacing confusing "Incl." labels with a clean "(Fee: ...)" format.

🎨 Refreshed the equity card design with a clearer layout for price and quantity, making it easier to scan your portfolio at a glance.

📱 Major mobile improvements! We've redesigned the Equity Card with a clearer "Quantity × Price" format and side-by-side stats for easier scanning. Plus, the Transaction Edit dialog is now fully responsive with sticky headers and optimized button layouts. 🚀

🔧 Fixed an issue where the currency field wasn't correctly populating when editing transactions.

🎨 Added a distinct "Beta" badge to the logo and polished the sidebar layout. We also updated the menu icon to a classic "hamburger" style for better accessibility and cleaner look on all devices. ✨

🔧 Fixed a critical issue where loan repayments were incorrectly double-counting interest fees against the principal. Your liability balances are now calculated with 100% accuracy! 🎯

📊 Resolved an issue where transactions made today weren't immediately reflecting in your history charts. Now, every move you make is tracked in real-time! ⚡

🎨 Polished the layout consistency for Share Studio slides. Your generated portfolio snapshots now look sharper and more professional than ever! ✨

📱 Installing Ascent is now even easier! We've redesigned our installation guide to focus on the best browser experience—strongly recommending Google Chrome for the most stable and native-like performance. Plus, the mobile layout is now perfectly optimized with clear, side-by-side instructions and a beautifully synced brand theme. 🚀

🛡️ Keep your portfolio organized! We've added a validation check to the 'Add Asset' dialog to prevent duplicate ticker symbols, ensuring your data remains clean and accurate. 🔍

🔧 Smarter transaction entry! The system now automatically rounds fetched market prices to 2 decimal places, ensuring your records are clean, consistent, and professional. ✨

📸 Level up your social media presence with the new Share Studio! Easily generate and export high-impact 1:1 visuals of your portfolio results, composition, and income, optimized for platforms like Instagram. 🚀

📊 Reorganized the Report page to clearly separate 'Market Gain' from 'Net Deposits' in the Attribution Breakdown. We've also added a dedicated 'Realized Income' card showing your exact Dividends and Realized Gains for the period. 💰

✨ Improved consistency across all reports! All percentage changes, including 0%, now feature the professional "+" sign. We've also fixed missing internationalization strings for a smoother bilingual experience. 🌍

🔧 Fixed a bug in the transaction editing dialog and improved how negative liability values are handled in the dashboard.

🌐 Unified the look and feel of all public pages! We've centralized the header and footer for a more consistent experience, and perfectly aligned the home page sections to match our beautiful new layout. 🚀

🎨 Refined the Portfolio view with consistent button placements and a cleaner header. Managing your assets is now even more intuitive! 💼

🔧 Fixed an issue where Demo mode settings could interfere with your permanent account settings. Your preferences are now safer than ever! 🛡️

📊 The Report page hero section now features an embedded Net Worth trend chart alongside key metrics for a more engaging 'Visual Storyteller' experience. We've also clarified the 'Investment Income' label to avoid confusion with employment income—it's all about your dividends and realized gains! 💰

💰 Easily reach your target allocation with our new Inflow Rebalancing tool! Input your cash inflow, and we'll calculate the exact buy/sell amounts needed to get your portfolio back on track. ⚖️

⚡ We've unified our history and report APIs for unmatched data consistency and faster loading. Plus, extra timezone polish for pinpoint accuracy! 📊

📊 Resolved discrepancies in financial data and fixed timezone offsets to ensure your latest metrics are always displayed accurately and on time.

🎨 Unified all major page headings with a clean, borderless icon design and bilingual subtitles. We've also optimized the layout for better mobile responsiveness, ensuring the 'Add' buttons are always easy to reach.

⚡ Added direct page navigation to Transactions and a smoother solid-skeleton overlay for real-time loading. Less flicking, more flow!

📅 Added a quick "Clear" button to the date picker and updated the layout to be more space-efficient. Resetting your filters is now just one click away.

✨ Improved the asset selector with smart text truncation. No more layout breaks with long asset names—everything stays clean and readable.

🔍 Fixed technical issues with the sitemap to ensure search engines can properly index all pages, helping more users discover Ascent.

🎯 Extended price data coverage to handle extended market closures like Chinese New Year. No more missing prices during holidays! Your charts and reports now show complete, accurate data year-round.

🔗 Fixed demo mode banner links to properly maintain your language preference when navigating.

📈 Never lose track of your principal again! Toggle between Shared and Dual Y-Axis modes in the Net Worth chart to see clear trends even when your gains are massive. 🚀

🌐 Improved language persistence across public and authenticated pages. Your preferred language now stays consistent throughout your journey! 🌍

🛠️ Fixed report calculation discrepancies, improved timezone accuracy for latest data, and added clear error messaging for missing market data. Your financial reports are now more precise and transparent! 📊

🐛 Fixed a bug where visiting the home page would reset your language preference. Your settings now stick!

🎉 Enjoy smoother loading with new skeleton screens! Plus, track your true capital with the new 'Net Principal' metric! 🚀

✨ Never miss an update! Check out our new public changelog page to see what's new in Ascent. 📜

💰 Now you can see exactly how much profit you've locked in with our new Realized Gains calculation! 📈

📅 Managing transactions is easier than ever with our polished new date picker! ✨