Changelog

Interact directly with your investment portfolio using our new AI-powered question system.

• Structured Analysis: Ask specific questions about Diversification, Risks, and Asset Allocation.
• Investment Advice: Get personalized recommendations on where to invest your next funds.

Diversify your portfolio with physical metal holdings and access your account faster with social login options.

• Track Gold & Silver holdings with real-time value updates.
• Social Login/Register via Google for seamless access.

Unlock deeper insights into your portfolio with our new AI-powered investment analysis. Get actionable strategy, risk assessments, and portfolio breakdowns.

• Generate comprehensive AI Investment Reports for your stock, crypto, and bond holdings.
• Monthly Scheduler automatically analyzes your portfolio on the 1st of every month.
• Receive Email Notifications when your analysis is ready, directly to your inbox.

• Improved pagination for report history.
• Enhanced "glass" UI styling for seamless integration.

Introduce a smarter way to manage your finance with our new AI-powered advisor. Get personalized insights and recommendations based on your financial data.

• Launched AI Advisor dashboard for personalized financial advice.
• Added Affordability Calculator to help you decide on big purchases.
• Introduced Emergency Fund Planner to calculate safety nets based on expenses.
• Integrated personalized helpful hints across the application.

• Enhanced data privacy for AI processing.
• Optimized response times for advice generation.

Personal Saving Tracking

Take control of your future with our new dedicated savings tracking module. Set goals, track progress, and watch your wealth grow.

• Create and manage multiple Savings Goals.
• Visual progress bars to track your journey towards each goal.
• Set up automatic Savings Rules (e.g., Round-ups).

• Fixed an issue where large numbers were truncated in mobile view.
• Resolved navigation glitches on iOS devices.

Personal Finance Tracking

The foundation of personal finance management is here. Track your income and expenses with ease and clarity.

• Complete Finance Dashboard overview.
• Detailed transaction logging with categorization.
• Spending limits and budget alerts.
• Support for multiple currencies and accounts.

• Corrected currency conversion rates for historical data.
• Fixed login form validation errors.