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Portfolio Performance Changelog

What's new in Portfolio Performance 0.68.4

Apr 29, 2024
  • New: Change data series for all widgets in a column at once
  • New: Added a search field in the list of trades
  • New: Introduced a new PDF importer for Bigbank, Arkea Direct Bank, and Radicant Bank AG (BLKB)
  • Improvements to the PDF importers for Consorsbank, Basellandschaftliche Kantonalbank (BLKB), ING DiBa, Bondora, SBroker, Baader Bank, OnVista, Swissquote, Merkur Privatbank, Santander Consumer Bank, Weberbank, Trade Republic, Unicredit, Sutor, Kreditarbank Lenzburg, Erste Bank, Zürcher Kantonalbank, Simle SA, DAB, LLB, SLM, JustTrade, JTDirektbank, Merkur Privat Bank, UBS, and OLB Bank
  • Improvement: Security logos in the data series selection dialog
  • Improvement: Cache the DivvyDiary server response only when PP has received a valid JSON response
  • Improvement: An optional (paid) CoinGecko API key can be set
  • Fix: Resolves an issue with calculating the 'Fees' data series in the asset chart
  • Fix: Resolves an issue where the tooltip displayed the incorrect label for the aggregation
  • Fix: Resolves an issue with displaying the ampersand (&) on the 'Date Reached' and 'Limit Exceeded' widgets

New in Portfolio Performance 0.68.3 (Mar 25, 2024)

  • Introduced new PDF importer for Sunrise Securities and Advanzia Bank.
  • Enhanced PDF importers for LGT Bank, Trade Republic, KBC Group NV, Merkur Privatbank, OLB, Open Bank, DAB, Raiffeisenbank, AKF Bank, Barclay, Consorsbank, UBS, FlatEx, DKB.
  • Corrected dividend marker positioning in charts.
  • Adjusted stock split dialog layout for better translation support.
  • Improved readability by fixing selected tab color on Windows.
  • Added utility to merge 'source' attribute from an external file into the current file.

New in Portfolio Performance 0.68.2 (Mar 14, 2024)

  • Fix: Fixes an issue where the 'source' information of purchase transactions could be lost in binary format.

New in Portfolio Performance 0.68.1 (Mar 10, 2024)

  • Fix: Reverts the color changes in the dark theme back to the previous colors with better contrast.
  • Fix: Consorsbank PDF-Importer

New in Portfolio Performance 0.68.0 (Mar 8, 2024)

  • New: Stacked area chart with the valuation of individual categories of a taxonomy
  • New: Bank11 PDF Importer
  • Improvement: Simplified definition of the number format in CSV import by simply selecting the decimal separator
  • Improvement: New bookmarks for aktien.guide and aktienfinder.net
  • Improvement of the PDF importers: Postbank, eBase, Trade Republic, AKF Bank, J&T Direktbank, comdirect, Raiffeisenbank, ING DiBa, Renault Bank, Onvista, Merkurbank, Flatex, Bondora Go & Grow, sBroker, DKB, PostFinance
  • Improvement: "Save" and "Save as" with simplified options
  • Fix: Fixes an issue with the display of the MACD when insufficient historical prices are available for calculation
  • Fix: Fixes a problem with the dark theme when the app starts in the operating system's dark mode
  • Fix: Fixes translation issues with terms containing an apostrophe
  • Fix: Fixes a problem with the line break of notes at 80 characters for display in the tooltip
  • Fix: Fixes an issue where transactions without a date were saved in the file
  • Fix: Respects the "Show labels" flag even when using vertical marker lines in the price chart
  • Fix: Improved localization of the Kommer example file

New in Portfolio Performance 0.67.3 (Feb 1, 2024)

  • Fix: Adjustment of the Credit Suisse price feed to the new server API for historical prices
  • Improvement: Minor adjustment in determining the font color based on the background to improve readability

New in Portfolio Performance 0.67.2 (Jan 28, 2024)

  • New: 2 new widgets with the heatmap of monthly taxes or fees
  • New: PDF importer for Computershare, J&T Direktbank, AKF Bank
  • Improvement of the PDF importer: Barclays, Renault Bank, Raiffeisenbank, Gladbacher Bank, Baader Bank, sBroker, Vanguard, eBase, Postbank, ING DiBa, Trade Republic, Directa SIM, DAB, DADAT, JustTrade, Kreissparkasse, Quirin
  • Fix: Fixes a problem with deleting widgets of the type "Description"
  • Fix: Updates the CoinGecko call frequency to avoid hitting the limit of the free plan

New in Portfolio Performance 0.67.1 (Jan 8, 2024)

  • New: PDF Importer for Gladbacher Bank
  • New: PDF Importer for Directa SIM
  • New: PDF Importer for Barclays credit card statements (withdrawals only)
  • New: Update of the security name via Portfolio Report when a security is imported via CSV without a name
  • Improvement of the PDF Importer: Erste Bank, Baader Bank, Consorsbank, ING DiBa, comdirect, OLB, DKB, Trade Republic, FlatEx, Geno Broker, DADAT Bankenhaus

New in Portfolio Performance 0.67.0 (Dec 30, 2023)

  • New: Update to Eclipse Version 4.30 (Release 2023-12)
  • New: PDF Importer for AJ Bell Securities Limited
  • New: PDF Importer for Findependent AG
  • New: PDF Importer for Fidelity International
  • New: PDF Importer for Liechtensteinische Landesbank
  • New: PDF Importer for Aviva PLC
  • Improvement: New data series 'Taxes' in the asset chart (in addition to the already existing data series 'accumulated taxes')
  • Improvement of the PDF Importer: DZ Bank, FlatEx, Baader Bank, V Bank, ComDirect, DKB, FNZ Bank, Trade Republic, Deutsche Bank
  • Fix: Fixes an issue if the user deletes the value for dividend per share in the input dialog.
  • Fix: Fixes an issue where the information pane could not be fully collapsed by dragging.
  • Fix: Fixes an issue with the display of special characters in the performance tooltip and in the master data infobox.
  • Fix: Fixes an issue with the display of tooltips under macOS when the Control key is pressed.

New in Portfolio Performance 0.66.2 (Dec 13, 2023)

  • Fix: Fixes a problem with displaying previsouly added logos that use the ICO format.

New in Portfolio Performance 0.66.1 (Dec 13, 2023)

  • Fix: Fixes a problem when editing an existing dividend transaction.

New in Portfolio Performance 0.66.0 (Dec 12, 2023)

  • Improvement: In the price chart, the tooltip now displays the last value if there is no other value on that day. This eliminates the need to precisely pinpoint the buying or selling time in the FIFO or inventory data series.
  • Improvement: Icon images under Windows now have improved transparency (no white background).
  • Improvement: The tooltip in the chart legend shows the ISIN, WKN, and ticker symbol of the security.
  • Improvement: Accounts with transactions can no longer be deleted. Transactions are required for calculations.
  • Improvement: In the "Payments" overview, transactions now also include the closing transaction of a trade.
  • PDF Importer Improvement: Trade Republic, OLB, Baader Bank, Comdirect.
  • Fix: Resolves a rounding issue in calculating the average of investments or earnings.
  • Fix: Finnhub has transitioned the API for historical prices to a premium subscription. Currently, at least partially, current prices are still available for free.
  • Fix: Resolves a performance issue in displaying historical security prices.

New in Portfolio Performance 0.65.6 (Nov 11, 2023)

  • New: Display the number of shares held in the historical price chart
  • Improvement of the PDF importer: Baader Bank, WIR, VIAC, Oldenburgische Landesbank
  • Fix: Fixes an problem with IllegalArgumentException errors when displaying investements and dividends

New in Portfolio Performance 0.65.5 (Nov 5, 2023)

  • New: In the "Trading Activity" widget, you can now filter data by transaction type.
  • Improvement: PDF/CSV import: if multiple securities with the same ISIN, ticker symbol, or WKN exist, transactions will still be imported if only one security is active.
  • Improvement: New filter in "All Transactions" to display only inbound deliveries or only outbound deliveries.
  • Improvement: Optimized colors of additional information in the price chart for dark mode.
  • PDF Importer improvements: comdirect, Baader Bank, Trade Republic, Tiger Brokers, Oldenburgische Landesbank, Lime Trading, SBroker, WIR Bank, FlatEx, DKB.
  • Fix: Resolves an issue where tooltips were not displayed depending on the arrangement of multiple monitors.
  • Fix: Resolves an issue with the display of the Return/Volatility chart when the performance of a position is infinite.

New in Portfolio Performance 0.65.4 (Oct 7, 2023)

  • Improvement: Updated the Eclipse Framework to version 4.29
  • Improvement: Completely redesigned the Comdirect PDF Importer to support all known document types
  • Improvement: The last chosen encoding for importing CSV files will be preselected
  • Improvement: Improved feedback when trying to add securities that already exist
  • Improvement: PDF Importer improvements for various banks: DKB, Vanguard, ebase, FNZ Bank, Wir Bank, Trade Republic, Oldenburgische Landesbank, Deutsche Bank, Baader Bank, DKB, Lime Trading, FlatEx, Geno
  • Fix: Resolved an issue with reduced display of performance calculations on the dashboard
  • Fix: Fixed a NullPointerException issue when classifications do not exist in a file (yet)
  • Fix: Addressed an issue where not all contra entries for an account were displayed in the search

New in Portfolio Performance 0.65.3 (Sep 4, 2023)

  • Fix: Fixes a problem when saving the file with reporting periods configuration embedded in the file

New in Portfolio Performance 0.65.2 (Sep 4, 2023)

  • New Translations: Traditional Chinese and Brazilian Portuguese
  • Improvement of PDF Importer: Trade Republic, Tiger Brokers, Geno, JustTrade, OnVista, ING Diba
  • Improvement: New option to skip extracting notes from PDF documents
  • Improvement: Alternative symbols for benchmarks in the yield/volatility chart
  • Fix: Fixes truncated labels in dialogs when a larger font size is selected
  • Fix: Fixes an issue where the crosshair was not correctly placed in the saved chart

New in Portfolio Performance 0.65.1 (Aug 15, 2023)

  • Fix: Fixes the calculation of partial assignments in earnings by taxonomy chart

New in Portfolio Performance 0.65.0 (Aug 14, 2023)

  • New: Suggestions of providers for historical prices for freshly imported securities from PDF or CSV files
  • New: Newly recognized securities can be assigned to existing securities during PDF import
  • New: Pie chart of earnings (dividends, interest) by taxonomy
  • New: Added support for PDF bank documents from Sberbank Europe and BISON
  • New: Introducing a new "crosshair" tool available in the price charts
  • Improvement: Date format is now automatically pre-filled during CSV import based on the current language setting
  • Improvement: CSV import now supports scientific notation for numbers
  • PDF Importer Enhancement: Expanded support for Raiffeisenbank, eBase, FlatEx, Quirion, Geno Broker, LGT Bank, and PostFinance
  • Fix: Tooltip for calculating price gains is now limited to 50 rows
  • Fix: Filter options are now properly applied when opening the list of all transactions

New in Portfolio Performance 0.64.5 (Jul 23, 2023)

  • Fix: Fixed an issue where new securities were mistakenly added to the watchlist of another file.
  • Fix: New securities are now created in the reporting currency when the provider does not provide currency information.
  • Improved PDF importer for GENO, sBroker, FlatEx, FFB, DKB, Deutsche Bank.

New in Portfolio Performance 0.64.4 (Jul 16, 2023)

  • Fix: Fixes Cannot invoke “name.abuchen.portfolio.model.SecurityProperty.getType()” because “p” is null

New in Portfolio Performance 0.64.3 (Jul 15, 2023)

  • Fix: Fixes a problem with migration of filter configuration if identical filter exist

New in Portfolio Performance 0.64.2 (Jul 15, 2023)

  • New: Filter configurations are no longer stored in the settings but in the file itself. This makes it easier to synchronize them between computers and to edit them better
  • New: MACD indicator in the price chart (Moving Average Convergence/Divergence)
  • New: the Measurement Tool is now active for all - it allows to easily measure distances and changes in the charts
  • Improvement of PDF importers: LGT Bank, sBroker, Bondora, FlatEx, Trade Republic, Vanguard
  • Improvement: More possibilities to create new instruments (securities, crypto currencies, etc): via keyboard shortcut Ctrl-N, via the (+) symbol next to "Securities" in the page navigation
  • Improvement: Tables from the tooltips remember the column widths
  • Improvement: tooltip for yields per year now contains all years
  • Improvement: columns with the ticker symbol in the classifications
  • Fix: Update of latest price via Yahoo Finance is fixed

New in Portfolio Performance 0.64.1 (Jun 25, 2023)

  • Improvement: creation of new objects (securities, classification) from the menu
  • Improvement of PDF importers: Baader Bank, JustTrade
  • Fix: adaptation of translations

New in Portfolio Performance 0.64.0 (Jun 17, 2023)

  • New: Update of the Eclipse framework to version 2022-06
  • New: Annual overview of earnings (dividends and interest) with distributions per month
  • Improvement: Tooltip for earnings use the whole screen and always show the total row
  • Improvement of the PDF importers: Santander Consumer Bank, FlaTex, Selfwealth FNZ, sBroker
  • Fix: Fixes a problem where PP did not remember the last import directory correctly under Windows

New in Portfolio Performance 0.63.1 (Jun 5, 2023)

  • Fix: Fixes an issue dashboard where interest charges were added to interest instead of subtracted.

New in Portfolio Performance 0.62.1 (May 7, 2023)

  • Improvement of PDF Importers: Merkur Privatbank, Swissquote, ING Diba, StarMoney, FlatEx, Deka, Trade Republic, Baader Bank, sbroker, Raiffeisenbank
  • Improvement: more precise instructions on how to contribute PDF texts to the PDF Importer development
  • Improvement: sorting in the dashboard widget that shows securities whose deadline has been reached
  • Improvement: within the booking dialogs you can now not only add values but also subtract them
  • Fix: fixes a problem with performance calculation when taxes were entered for an interest payment
  • Fix: Fixes a problem with the AlphaVantage quote supplier caused by the premium offer
  • Fix: Dialog for opening files note the file extension even on operating systems that distinguish between upper and lower case in file names

New in Portfolio Performance 0.62.0 (Apr 2, 2023)

  • New: Performance widget shows the top and bottom 5 positions in the tooltip
  • Improvement of PDF importers: FlatEx, sbroker, Deka, Raiffeisenbank, Consorsbank, Bondora, Vanguard, Yuh
  • Improvement: The table of account transactions can be extended by columns with taxes and fees
  • Improvement: New hints why no price chart is shown, e.g. because no quotes exist or because the chart only shows the period for the holdings but there are no holdings
  • Improvement: The JSON quote provider can be configured with a factor that will be applied to the loaded quotes
  • Improvement: Save the last import directories for PDF import, CSV import and CSV export independently
  • Improvement: New date format for CSV import YYYY-MM
  • Improvement: Option to export the security prices in the display currency
  • Fix: Fixes a problem when editing account entries in the table view that led to double display of entries
  • Fix: Fixes a problem when entering new transactions when the "Payments" view contains filtered accounts

New in Portfolio Performance 0.61.4 (Mar 15, 2023)

  • Improvement: Multi-national currencies XAF, XCD, XDR, XOF, XPF
  • Improvement: €STR/EONIA as combined quote provider
  • Improvement of PDF importers: Consorsbank, DAB, Dkb, Smartbroker, Easybank, Bondora, Onvista, Targobank

New in Portfolio Performance 0.61.3 (Feb 24, 2023)

  • Fix: Fixes a problem when copying dashboard columns which prevents the file from being saved
  • Fix: Fixes a problem with setting the file lock under Linux for SMB network drives

New in Portfolio Performance 0.61.1 (Feb 21, 2023)

  • New: Translation to Danish - Thanks to Arthur Madsen
  • New: Context menu to duplicate a security
  • Improvement of PDF importers: Tiger Broker, DKB, Consorsbank, Degiro, ING, Baader Bank, Suresse Direkt Bank, OnVista
  • Improvement: Open bookmarks for up to 10 securities
  • Improvement: When saving the file, a file lock is set so that network-attached storage (NAS) does not synchronize the file too early
  • Fix: Fixes (hopefully) a deadlock when importing PDF files
  • Fix: Fixes a problem where wrong (old) date values were exported when exporting CSV files
  • Fix: Fixes a problem where fees were not taken into account when viewing before taxes
  • Fix: Fixes a problem with colored texts that could not be read by a screen reader
  • Fix: fixes a problem where table rows were not displayed when resizing the window
  • Fix: Fixes a problem with missing line breaks in tooltips for note fields

New in Portfolio Performance 0.61.0 (Feb 5, 2023)

  • New: Java 17 and Eclipse 2022-12
  • New: Chinese translation - Thanks to Jiahao Li
  • New: Detailed filters under "All transations" to narrow the selection
  • Improved PDF importers: Smartbroker, Vanguard, FlatEx, sbroker, DKB, Trade Republic, EBase, comdirect, ING, Postbank, Raiffeisenbank, Consorsbank, Degiro, Tiger Brokers, Lime Trading Corp, Yuh, Quirin
  • Fix: Bookmarks are now sorted by language, respecting the umlauts
  • Fix: Improved error message if a "Description" widget does not contain valid HTML

New in Portfolio Performance 0.60.2 (Jan 11, 2023)

  • Improvement of PDF importers: Simpel S.A., 1822 Direkt, Easybank AG, Baader Bank, Yuh, Degiro, Wealthsimple, Bondora
  • New: Trading calendar of the Brazilian stock exchange
  • Fix: Fixes a problem with the calculation of the IRR if there is no valuation or transaction in the given reporting period
  • Fix: Fixes a problem with CSV export of chart data: instead of the security name an internal GUID was displayed

New in Portfolio Performance 0.60.1 (Dec 29, 2022)

  • Improvement: Direct navigation from Dashboard diagram to the underlying view
  • Improvement of PDF Importer: MLP Bank
  • Fix: Fixes a problem where the heatmaps with monthly returns or investments were not recalculated after a change of the reporting currency
  • Fix: Fixes a problem where the tooltip in the pie chart did not show the classification if the security was split between multiple classifications
  • Fix: fixes a problem where notes on an account were not displayed when the statement of assets was filtered
  • Fix: fixes a problem with the sorting of names containing special characters or umlauts
  • Fix: Fixes a problem when totaling payments per quarter or per year when the option "only one year" was selected in the monthly view
  • Fix: fixes a problem when a filter is selected for the donut chart of classifications on the dashboard
  • Fix: Fixes a problem when calculating the internal rate of return if the period contains very long (> 10 years) "blank spaces"

New in Portfolio Performance 0.60.0 (Dec 19, 2022)

  • New: pie charts on the dashboard (holdings, taxonomies)
  • Improvement: Trading calendars updated (LSE, NYSE, SIX/SWX)
  • Improvement: View the trading calendar for any years in settings
  • Improvement: Display of 'p.a.' (per annum) on the dashboard via the settings possible
  • Improvement of PDF importers: ING DiBa, Baaderbank, OnVista, TradeRepublic, DADAT Bankenhaus, KBC Group NV, Postbank, DAB, Degiro, Consorsbank, Easybank, DKB
  • Fix: Fixes a problem where different data series with identical names were not displayed
  • Fix: Fixes a problem when importing multiple PDF files sorted by date
  • Fix: Fixes several minor problems with the SWTChart pie charts (proportions below 1 degree, colors of the pie pieces)

New in Portfolio Performance 0.59.5 (Dec 4, 2022)

  • New: Portfolio Performance in Polish
  • New: Simplified investment of cryptocurrencies
  • Improvement: CoinGecko provider considers rate limit
  • Improvement: Further optimization on pie charts (SWTChart library)
  • Improvement of PDF importers: Postbank, Weberbank, 1822 Direkt, Raifeisenbank, VividMoney, Baader Bank, DKB, Degiro

New in Portfolio Performance 0.59.4 (Nov 20, 2022)

  • New: Dashboard widget 'Ratio' - to put the valuations of two assets / classifications in ratio
  • Improvement: pie chart labeling improved (SWTChart library - alternative on Linux/macOS Ventura Intel)
  • Improvement: Update of Eurostat URL for inflation data
  • Improvement: '+' next to the max drawdown if the period continues
  • Improvement of PDF importers: DKB, ING, FlatEx, Easybank, DADAT

New in Portfolio Performance 0.59.3 (Nov 6, 2022)

  • Fix: SWTChart pie charts on macOS Ventura on Intel as default
  • New: Yuh PDF Importer
  • Improvement of PDF Importers: Open Bank SA, ING DiBa, Tiger Brokers, Postbank,

New in Portfolio Performance 0.59.2 (Oct 9, 2022)

  • New: Translation to Slovak
  • Improvement: New setting: Always show currency (= do not omit currency for report currency)
  • Improvement: Expand/collapse all entries of the assets statement via menu
  • Improvement of PDF importers: DKB, Erste Bank, Selfwealth Limited, Degiro, DZ Bank, DAB, S Broker, Wir Bank, Open Bank SA, Postbank, Quirin, Banque Pictet & Cie, Hargreaves Landsdown, Flatex, Baader Bank

New in Portfolio Performance 0.59.1 (Aug 22, 2022)

  • New: Distance to All Time High (ATH) as column and dashboard widget
  • New: 'Fees' and 'Accumulated Fees' as data series in the statement of assets
  • New: Browser dashboard widget - embed any web page
  • New: Widget with current prices of a security
  • Improvement: Option to show or hide the Y axis in charts on the dashboard
  • Improvement of PDF importers: Baader Bank, Tiger Brokers, Hellobank, Consorsbank, UBS, Ebase, Easybank, DeGiro
  • Fix: time grid in the area chart of classifications fixed

New in Portfolio Performance 0.59.0 (Jul 18, 2022)

  • New: Widget for trading activity can now also group by years
  • New: Widget to record notes on the dashboard
  • Improvement: Search for securities uses Finnhub and EOB Historical Data (if an API key is configured)
  • Improvement of PDF importers: DeGiro, Consorsbank, Trade Republic, OnVista, Postfinance, WIR Bank, Flatex
  • Fix: Fixes a problem where links from the table were no longer opened in the browser
  • Fix: Widget for trading activity shows numbers despite enabled discrete mode
  • Fix: Fixes a problem where the label in the trading activity widget was not updated immediately

New in Portfolio Performance 0.58.5 (Jun 19, 2022)

  • New: Discrete Mode hides amounts (Menu: View -> Options)
  • Improvement: Search for securities also searches on Finnhub.io (if API key is configured in preferences)
  • Improvement of PDF importers: Comdirect, Baader Bank, DKB, VR-Bank,
  • Fix: Fixes the error message 'assertion failed. label provider instance already in use'.
  • Fix: Exchange rate from German Mark to EUR corrected to 1.95583 to 5 decimal places
  • Fix: Fixes a problem with too short connect and response timeouts when loading historical prices
  • Fix: Fixes a problem with the formatting of exchange rates with certain country settings

New in Portfolio Performance 0.58.4 (Jun 4, 2022)

  • Fix: Fixes a problem when searching for securities on Yahoo Finance
  • Improvement of PDF importers: Comdirect, Wir Bank, MLP Banking
  • Improvement: Finnhub quote provider uses updated Finnhub API

New in Portfolio Performance 0.58.3 (May 31, 2022)

  • Fix: Fixes another problem with checking exchange rates while opening the file: very small amounts can have larger percentage rounding differences if already the smallest currency unit is used (e.g. cents)

New in Portfolio Performance 0.58.2 (May 31, 2022)

  • Fix: Fixes a problem that prevented the data file from being opened when the exchange rates were incorrect
  • Fix: Fixed a problem that the correct column name was not edited when the table was scrolled horizontally (on Windows)
  • Improvement of the PDF Importer: Baader Bank, DeGiro (Dutch), S.Broker, Comdirect

New in Portfolio Performance 0.58.1 (May 30, 2022)

  • Fix: Fixes an issue when restoring the sort order in tables which resulted in unsorted tables.

New in Portfolio Performance 0.57.2 (Apr 18, 2022)

  • Improvement of PDF importers: OnVista, Baader Bank, Raiffeisenbank, Deka, UBS, Trade Republic, Lime Trading, FlatEx, OnVista, UniCredit
  • Improvement: IBFlex can import dividends in foreign currency better
  • Improvement: Display of portfolio tax or expense ratio in dashboard in case of negative performance
  • Improvement: Entry and exit prices of trades as new columns in the trade view
  • Fix: Corrects the name in the context menu to show events in the security price chart
  • Fix: Fixes the error message "could not find satisfiable constructor" when creating new savings plans

New in Portfolio Performance 0.57.1 (Apr 4, 2022)

  • Fix: Fixes a problem loading files that include taxonomies with duplicate entries ("duplicate key...")
  • Improvement: add the columns ISIN, symbol, and WKN to the trade view

New in Portfolio Performance 0.57.0 (Apr 4, 2022)

  • New: configure the line width in diagrams
  • New: schedule regular removals (as "investment plane" of type "removal")
  • Improvement: account balance chart with improved readability of the Y-axis
  • Improvement: upload to DivvyDiary allows to select the target portfolio (if multiple portfolios exist on DivvyDiary)
  • Improvement: sorting of "limit" columns according to the relative distance of the value to the limit
  • Improvement of PDF bank documents: JustTRADE, 1822Direkt, KeyTrace, NIBC, FlatEx, Sandander Consumer Bank, Score Priority, SelfWealth, ING DiBa, HelloBank, FIL Fondbank, DZ Bank, Erste Bank, 3BankenEDV, DKB, Deka, LGT Bank, MLP
  • Fix: Fixes a problem with the positioning of logs in tables on Windows

New in Portfolio Performance 0.56.6 (Mar 6, 2022)

  • Improvement: The markers on the stock chart now use different symbols for better readability
  • Improvement of PDF importers: Flatex, Erste Bank, UniCredit, S.Broker, DAB, WIR Bank, Deutsche Bank, Bondora Go & Grow
  • Fix: Fixes a problem when calculating the excess return against the inflation rate in a heatmap
  • Fix: Fixes an issue where "null" is displayed as the currency in the over/under limit widget
  • Fix: Fixes a problem where times were not imported when importing transactions into CSV
  • Fix: Fixes a problem with the encoding of file name suggested when saving CSV files
  • Fix: Fixes an issue where the input field for the time was too small in some languages

New in Portfolio Performance 0.56.5 (Feb 6, 2022)

  • New: New setting to preset the current time for new transactions
  • Improvement: Update the DAX template securities
  • Improvement: Optionally select language and country to override default language and number formats
  • Improvement of PDF importers: Commerzbank, Postbank, S.Broker, Renault Bank, Consorsbank, Simple S.A., Raiffeisenbank
  • Fix: Fixes a problem where trades opened and closed on the same day were not matched properly
  • Fix: Fixes the missing title when exporting a chart to an image file

New in Portfolio Performance 0.56.4 (Jan 24, 2022)

  • New: Tables in the "Payments" sections optionally display columns in the reverse order (from today to the start of the reporting period)
  • Improvement of PDF importers: Raiffeisenbank, DAB, Simple S.A., S Broker, Deutsche Bank, OnVista, ebase, comdirect, DKB
  • Fix: Historical prices from Yahoo take into the account the timezone

New in Portfolio Performance 0.56.3 (Jan 9, 2022)

  • New: Previous (trading) day as reporting period
  • New: Rebalancing view with new columns: target weights relative to the total assets and others
  • New: "unixtime" as new dat format for the TODOAY macro within quote URLs
  • Improvement of PDF importers: Hellobank, s.broker, Flatex, DZ Bankgruppe, Keytrade, Deutsche Bank, Raiffeisenbank, PostFinance, DAB, OnVista, Baader Bank, ScorePriority, DKB, Degiro
  • Improvement: charts on the dashboard with improved time grid
  • Improvement: better support for multi-line notes for securities
  • Improvement: when exporting data into CSV, format dates according to ISO standard so that Excel and Apple Numbers correctly identify the date
  • Fix: Fixes a problem when the exchange rate entered by the user is zero when editing transactions
  • Fix: Fixes a NullPointerException when updating the rebalancing view

New in Portfolio Performance 0.56.2 (Dec 2, 2021)

  • Improvement of PDF imports: Degiro, Finpension, Deutsche Bank, Score Priority Corp, comdirect, Wechselgeld-Sparen, ING DiBa, DADAT
  • Improvement: Include FIFO purchase price when uploading data to DivvyDiary (via Online menu)
  • Fix: Fixes a problem where the wrong file was activated when clicking on the tab folder
  • Fix: Fixes a problem that the statement of assets where not updated when the filter was changed
  • Fix: Fixes a problem that the input fields of the JSON price provider were not restored correctly

New in Portfolio Performance 0.56.1 (Nov 23, 2021)

  • New: Russian translation
  • New: PDF Import of Revolut Ltd, NIBC Bank, Priority Corp
  • Improvement of PDF importers: Deutsche Bank, Keytrade Bank, Weberbank, INGDiba, Postbank, DZ Bank, 1822direkt, Flatex, VIAC, DKB
  • Improvement: CoinGecko supports using the CoinID as alternative parameter
  • Fix: Fixes a problem with transforming the historical prices when creating a new stock split
  • Fix: Fixes a problem when sorting the limit price columns

New in Portfolio Performance 0.56.0 (Nov 7, 2021)

  • New: Update to the latest version of the Eclipse framework
  • New: Support for Apple M1 processor
  • New: PP in Czech - Tanks to drozdikd
  • New: When importing transactions, the file name is now stored in a separate attribute 'source' instead of cluttering the note
  • New: Support for EOD Historical Data to download historical prices
  • New: 'Limit Price' attributes can be configured with custom colors and optionally display the absolute or relative distance to the limit
  • New: Dashboard widget that lists securities that their limit exceeded
  • New: Dashboard widget that lists securities that have reached a configured date (think of it as a resubmission date)
  • New: Edit existing filters
  • Improvement of PDF Importers: Postfinance, DAB, Consorsbank, Selfweather, DKB, ebase, MLP, ebase, Trade Republic, OnVista, comdirect, DADAT, DekaBank, Flatex, Raiffeisenbank, JustTrade
  • Improvement: Always also allow exporting all transactions for the view 'All transactions'
  • Improvement: Remove custom logo from cash and security accounts
  • Improvement: Display the total at the top and bottom of the 'Statement of Assets' table for better readability

New in Portfolio Performance 0.55.0 (Sep 20, 2021)

  • New: Rebalancing Viewer - now offers solutions if a security is assigned to multiple classifications
  • New: Display limits in security price chart
  • New: Copy table rows with Strg-C or Cmd-C to the clipboard
  • New: Display savings (per month, quarter, year) in the "Payments" tab (renamed from "Income & expenses")
  • Improvement: reduce the number of error messages when failing to download prices
  • Improvement of PDF importer: comdirect, DATDAT, Consorsbank, FFB, Swiss PostFinance, SLM AG, Trade Republic, Deutsche Bank, Self Wealth
  • Improvement: IB Flex importer can import dividends in forex currencies better
  • Fix: Fixes a problem when saving the settings

New in Portfolio Performance 0.54.2 (Jul 29, 2021)

  • Fix: More optimizations for the font size
  • Improvement: Additional height configuration for the chart widgets on the dashboard

New in Portfolio Performance 0.54.1 (Jul 26, 2021)

  • Fix: Behebt diverse Probleme mit der Schriftgröße, u.a. pixelige Schrift unter Windows
  • Fix: Behebt ein Problem das keine Wertpapiere auf Yahoo mehr gefunden werden
  • Fix: Ändert die Farbe im Kursdiagramm für bessere Lesbarkeit im dark mode
  • Fix: Stellt die ursprüngliche Reihenfolge der Tabs im Informationsbereich bei den Depots wieder her
  • Verbesserung: Höhe des Chart-Widgets kann jetzt eingestellt werden (kleiner, normal, größer)
  • Verbesserung der PDF Importer: Trade Republic, Self Wealth, DAB, ING-Diba, Consorsbank
  • Fix: Fixes various problems with the font size, e.g. blurry fonts on Windows
  • Fix: Fixes a problem where the search did not find instruments on Yahoo
  • Fix: Improves the readability of the historical price chart in dark mode
  • Fix: Restores the original order of tabs in the securities account list view
  • Improvement: configure the height of charts on the dashboard
  • Improvement of PDF imports: Trade Republic, Self Wealth, DAB, ING-Diba, Consorsbank

New in Portfolio Performance 0.54.0 (Jul 19, 2021)

  • New: Annualized performance (True-Time Weighted Rate of Return) in the dashboard, statement of assets, and security performance views
  • New: reporting periods for the previous week, month, quarter, and year
  • New: CoinGecko to load historic prices
  • New: Additional interest-based indices such as Euribor, Libor, etc.
  • New: Easily display the statement of assets for the previous trading day with a new default option in the "Time Machine"
  • New: The view for the data quality of historic prices now also shows unexpected prices, i.e., prices for days which are holidays according to the configured trade calendar
  • Improvement of the PDF import: Commerzbank, Just Trade, ING Diba, sBroker, Trade Republic, Frankfurter Fondsbank, Deutsche Bank, DAB, Flatex, Consorsbank, DKB, Baader Bank, Raiffeisenbank, 1822 DirektBank
  • Fix: Fixes various problems when changing the font size, for example on macOS and in dark mode

New in Portfolio Performance 0.53.3 (Jun 27, 2021)

  • New: change font size in preferences (requires restart)
  • Fix: Fixes a problem where the security price chart was not reflecting the selected filter
  • Improvement: small charts on the dashboard with less lines to improve readability
  • Improvement of PDF bank documents: DAB, DZ Bank, Trade Republic, Consorsbank, Credit Suisse

New in Portfolio Performance 0.53.2 (Jun 20, 2021)

  • Improvement: tidied up the tool bar button to create/import investment vehicles
  • Improvement of PDF bank document import of Sutor, DAB, and DADAT
  • Fix: Finally fixes a rendering problem on Linux which lead to not all views being visible
  • Fix: After opening the list of account, the first account is selected again
  • Fix: Fixes a problem with the context menu missing in the list of security accounts

New in Portfolio Performance 0.53.1 (Jun 16, 2021)

  • Fix: Behebt ein Problem bei dem nicht alles Reiter unter Linux angezeigt wurden
  • Verbesserung: PDF Import von Trade Republic mit neuem Format für die Dividendenzahlung

New in Portfolio Performance 0.53.0 (Jun 13, 2021)

  • New: Strg-L open an information pane in all views
  • New: Current week and current quarter as new reporting periods
  • New: EONIA as data series, e.g., to serve as benchmark
  • Improvement: Small change of the green-white-red color schema in heatmaps to improve readability
  • Improvement: set multiple securities as "inactive" via context menu
  • Improvement: show the date of the latest transactions for a trade in the list of trades
  • Improvement: Allow importing of PDF documents from a ZIP file
  • Improvement of PDF importer: Degiro, Trade Republic, S.Broker, DAB, Erste Bank, DADAT, Raiffeisenbank, Credit Suisse, Unicredit, Flatex

New in Portfolio Performance 0.52.0 (Apr 19, 2021)

  • New: With this update, the prices of inactive securities are not updated upon opening the file. Instead, one can update the prices via the "Online" menu.
  • New: Dashboard widget of the monthly investments
  • New: Import forex dividends via CSV files
  • Improvement of PDF import of bank documents of V-Bank AG, HelloBank, FinTech Group, DAB, BrokerJet, Postbank, DADAT, Degiro, JustTrade, DZBank, MLP Bank, LGT Bank, Erste Bank, Drei Banken EDV, sBroker, Weberbank, Commerzbank, 1822 Direkt Bank, Keytrade Bank

New in Portfolio Performance 0.51.3 (Mar 29, 2021)

  • Improvement: PDF document import of ING Diba, BrokerJet/Erste Bank, DZBank, Gratisbroker, 1822 Direkt, sbroker, Keytrade Bank, Sutor, comdirect, Degiro, Postbank
  • Fix:
  • Fixes a problem when importing historic prices from a JSON response that includes a JavaScript callback function
  • Fixes a problem when importing prices from HTML that contain NaN as a value

New in Portfolio Performance 0.51.2 (Mar 15, 2021)

  • New: Configure date format for JSON import of historical prices
  • New: Filter trades by open/closed or profitable/loss-making trades
  • New: CSV Import configuration for Gratisbroker
  • Improvement: PDF Importer für Degiro, JustTrade, Commerzbank, 1822 Direkt, Onvista, comdirect, ING Diba, Trade Republic, DKB
  • Improvement: mark multiple securities as inactive in one go
  • Fix: Fixes a problem with the Portuguese translations that let to errors in the UI
  • Fix: Fixes a problem with 2 digit years in the HTML historic price importer
  • Fix: Fixes a problem with the calculation of intersecting intervals in the heat map

New in Portfolio Performance 0.51.1 (Mar 3, 2021)

  • Fix: Fixes a problem with fees being to high by a factor of 100 in the "Income & Expense" view
  • Fix: Fixes a problem with the formatting of negative values on the Y-axis of charts

New in Portfolio Performance 0.51.0 (Mar 2, 2021)

  • NewTranslation into Italian - Thanks to Dario, Luca, Emanuele, and Dario
  • NewClosed trades can be added to the "Income & Expense" view
  • NewTrade calendar of the Toronto Stock Exchange
  • ImprovementPDF bank documents of DKB, Trade Republic, VIAC, Baader Bank/Scalable Capital, DZ/Volksbank/UnionInvest, LGT, Flatex, ING-Diba, comdirect, Degiro
  • FixFixes a problem with an illegal date when the Binance quote provider had no previous historic prices
  • FixFixes a problem that data in the heat map was not shown for benchmarks for the first months
  • FixFixes an ArithmeticException when displaying charts with data series based on a classification which included transactions with a value of zero

New in Portfolio Performance 0.50.4 (Feb 8, 2021)

  • New: Historical price provider Binance
  • Improvement: new trade calendar for Vienna and Moscow
  • Improvement: PDF bank documents comdirect, Commerzbank, DKB, DZ Bank, Trade Republic, Onvista, Degiro, 1822direkt, DeGiro, ING Diba
  • Improvement: import of historical prices from JSON removes optionally the JavaScript callback
  • Fix: Configured precision of prices was not used in the chart of historical prices
  • Fix: Fixes a problem where new transactions could not be saved when the statement of assets view was filtered

New in Portfolio Performance 0.50.3 (Jan 25, 2021)

  • Improvement: PDF bank documents of Baader Bank, 3BankenEDV, ebase, Trade Republic, Quirion
  • Improvement: Configure the displayed decimal digits for calculated prices/quotes
  • Improvement: Price import from HTML tables now supports colspan attribute in table header
  • Fix: NPE when loading a file with empty (null) historic prices

New in Portfolio Performance 0.50.2 (Jan 17, 2021)

  • Improvement: PDF bank documents of Quirion, DKB, comdirect, and Bondora
  • Improvement: Updated translations for taxonomies for regions and bank holidays
  • Fix: historical prices from Yahoo with up to 4 decimal places (again the old behavior)
  • Fix: Fixes a problem with the "Time Machine" not working (displays the statement of assets for arbitrary dates in the past)
  • Fix: Fixes a NPE when syncing with etf-data.com
  • Fix: Fixes a problem that the CSV import would not allow to skip lines anymore

New in Portfolio Performance 0.50.1 (Jan 12, 2021)

  • Fixes a problem where the limit price is too low by the factor of 10000

New in Portfolio Performance 0.50.0 (Jan 11, 2021)

  • New: shares and security prices can now have up to 8 decimal places - for all fans for crypto currencies
  • New: Synchronize master data of ETFs with etf-data.com
  • New: Update to the latest Eclipse 2020-12 UI Framework
  • New: Record fees directly with the dividend transaction
  • Improvement: JSON quote provider supports now two configuration: one for historical prices and one for the lastest price
  • Improvement: Import of PDF document from comdirect, baader Bank, DAB, Onvista, Bondora, Scalable, Trade Republic, Consorsbank
  • Improvement: The CSV importer attempts to pre-fill the format of a column based on the current local and/or content of the column
  • Improvement: Taxonomies are updated and translations completed
  • Fix: Fixes a problem with the calculation of the FIFO purchase price in the statement of assets view if securities have been transferred between securities accounts
  • Fix: Fixes a problem with the tooltip explaining the calculation of capital gains if securities are partially transferred
  • Fix: Fixes a problem with tooltips not showing the last punctuation mark
  • Fix: Fixes a problem where duplicate reporting periods could be created
  • Fix: Fixes a problem with the exchange rate not being reset upon editing a transaction and changing the currencies
  • Fix: Fixes a problem with the volatility not being calculated if the user has no trade calendar selected

New in Portfolio Performance 0.49.4 (Dec 13, 2020)

  • New: New column available with the monthly average on the monthly returns table on the dashboard
  • Improvement: Updated logo on macOS to fit to latest design guidelines
  • Improvement: Import of PDF document from Onvista, Sutor, Degiro, Trade Republic, Flatex, Consorsbank
  • Fix: Fixes a problem with the performance calculation if transfers between two securities accounts exist
  • Fix: Fixes a problem when creating a new taxonomy based on the regions template

New in Portfolio Performance 0.49.3 (Nov 29, 2020)

  • Improvement: Import of PDF document from degiro, Bondora, DAB, comdirect, FFB - thanks to @inv-trad for the many contributions
  • Improvement: Taxonomy for regions updated and translated
  • Fix: Ctrl-A selects all rows of a table (if the table supports multi selections)
  • Fix: Layout of tooltips with only short pieces of information
  • Fix: Fixes duplicate et-signs (&) shown in tooltips
  • Fix: Fixes a problem where the dark mode on windows shows bright row lines
  • Fix: Sort classifications when in the security edit dialog

New in Portfolio Performance 0.49.2 (Nov 8, 2020)

  • Fix: New layout of comdirect PDF documents supported
  • Fix: Behebt ein Problem beim Editieren des Datums von Sparplänen
  • Fix: Dark Mode Verbesserungen: Hyperlinks, Dashboard verliert Farben wenn man per Tab navigiert
  • Fix: PDF import of Bondora and Gratisbroker
  • Verbesserung: Sparplanbuchungen aus PDF Dokumenten werden auch bei Cent Abweichungen erkannt
  • Fix: Support new layout of comdirect PDF documents
  • Fix: Fixes a problem that preventing editing the execution date of an investment plan
  • Fix: Fixed dark mode: hyperlink colors, dashboard looses color when navigating via tab
  • Fix: PDF bank document import of Bondora and Gratisbroker
  • Improvement: match importing PDF document, match investment plan transaction even if the amount differs in cents

New in Portfolio Performance 0.49.1 (Nov 2, 2020)

  • Fix: Fixes a problem with heat maps not being displayed on Linux
  • Various improvements in the dark mode: tables on Windows, heat map color schema, text in security price charts

New in Portfolio Performance 0.49.0 (Oct 25, 2020)

  • New: Dark Mode
  • New: Dashboard Widget "Portfolio Turnover Rate"
  • New: Display High and Low in chart of security prices
  • New: Configure the decimal places for the held shares
  • Improvement: tool tip in the security price chart shows gross dividend information
  • Improvement: the yearly earning chart colors the bars according to the year for better readability
  • Improvement: Updates to the PDF import of DAB, Trade Republic, Consorsbank, Flatex, Onvista, Targobank, comdirect, Bondora
  • Improvement: New error message if investment plan transactions cannot be generated due to missing historical quotes
  • Fix: Yahoo Finance Adjusted Close is updated again
  • Fix: Classifications in drop-down are not sorted
  • Fix: Fixes a problem where transactions on the last day of the reporting period where not included into the balance of cash accounts
  • Fix: Fixes a problem with the column width in the CSV import dialog on Linux

New in Portfolio Performance 0.49.0 Pre-release (Oct 25, 2020)

  • New: Dark Mode
  • New: Dashboard Widget "Portfolio Turnover Rate"
  • New: Display High and Low in chart of security prices
  • New: Configure the decimal places for the held shares
  • Improvement: tool tip in the security price chart shows gross dividend information
  • Improvement: the yearly earning chart colors the bars according to the year for better readability
  • Improvement: Updates to the PDF import of DAB, Trade Republic, Consorsbank, Flatex, Onvista, Targobank, comdirect, Bondora
  • Improvement: New error message if investment plan transactions cannot be generated due to missing historical quotes
  • Fix: Yahoo Finance Adjusted Close is updated again
  • Fix: Classifications in drop-down are not sorted
  • Fix: Fixes a problem where transactions on the last day of the reporting period where not included into the balance of cash accounts

New in Portfolio Performance 0.48.1 (Sep 2, 2020)

  • Fix: NullPointerException when importing PDF documents or CSV files with purchase orders
  • Fix: Fixes a problem where the legend of the diagram is not showing the last data series
  • Fix: Fixes a problem with the Bondora Go & Grow PDF importer not parsing amounts with thousand separator
  • Fix: Fixes a problem with the Smartborker PDF importer parsing dividend transactions in foreign currency

New in Portfolio Performance 0.48.0 (Aug 31, 2020)

  • New: French translation - Thanks to https://github.com/Skymirrh
  • New: Update of the underlying libraries to Eclipse 2020-06 for 64bit systems
  • Improvement: PDF import updates an investment plan transactions if amount and date match
  • Improvement: GICS classification updated
  • Improvement: Updates to the PDF import of Weberbank, Consorsbank (support documents from 2001 - 2008),
  • Bondora Go and Grow, Consorsbank, VIAC, JustTrade, Tragobank
  • Improvement: The legend to diagrams shows at most two rows regardless how many data series are added to the diagram
  • Fix: NullPointerException when opening the section "Settings" on Linux
  • Fix: Fixes a problem that custom logos are not visible if a filter is set
  • Fix: Support macOS Big Sur
  • Fix: Support GtkFileChooserNative on Linux GTK

New in Portfolio Performance 0.47.0 (Jul 25, 2020)

  • New: custom icons for securities, accounts, and investment plans
  • New: download historic dividends from DivvyDiary.com. Upload of holdings to DivvyDiary.
  • Improvement: Updates to the PDF import of Trade Republic, DKB, Targobank und Consorsbank
  • Improvement: Filters are saved per watchlist
  • Improvement: Added "daily change" also to Performance -> Securities

New in Portfolio Performance 0.46.6 (Jun 28, 2020)

  • Several improvements to the import of PDF documents: gratisbroker, VIAC, flatex, Consorsbank
  • Fix: Fixes a problem with the sorting of transactions in the view "Performance -> Securities -> Transactions"
  • Fix: Fixes a problem with the calculation of the FIFO purchase price with active filter on a taxonomy classification
  • Fix: Enables the copying of ISIN and WKN even if both cannot be edited
  • Fix: Fixes a problem with the manual sorting of attributes in the settings

New in Portfolio Performance 0.46.5 (Jun 22, 2020)

  • Fix: Behebt ein Problem bei der FIFO Berechnung wenn das Gesamtportfolio gefiltert ist
  • Fix: Fixes a problem calculating the IRR if the portfolio is filtered

New in Portfolio Performance 0.46.3 (Jun 11, 2020)

  • Fix: Fixes a MonetaryException when displaying the security performance