​​v5.7.0 Release Notes​

v5.7.0 Release Notes


  • Improved IE csv uploading performance
  • Auto detect date when uploading CSV
  • new UX to add, edit and delete portfolios
  • Allow user to delete all portfolios
  • Summary page gets new data points and improvements.
  • Summary page now works for portfolios with no transactions
  • YTD portfolio calculations improved for cash in and cash out
  • Can sort columns in transactions tab to quickly find specific transactions by date or ticker
  • Fixed heading lengths that caused UI to be pushed down
  • Transactions and summary page switching fix.


  • new UX to add, edit and delete screener