Changelog

What's new in TrackMyStack

What changed in the iPhone, Android and web apps since version 3.0, newest first. Releases with only small fixes are left out.

All features

  1. Version 3.3.10

    • The Connect an assistant screen now says which assistants can’t connect yet: Gemini, Microsoft Copilot and DeepSeek. ChatGPT and Claude →

  2. Version 3.3.9

    • Updated for iOS 27.
    • The web sign-in QR code and recovery email instructions now point to Account → Security & recovery. Sync, sign-in and backup →

  3. Version 3.3.7

    • Importing from a file now lists the limits (one statement, spreadsheet or PDF, or up to 20 screenshots) and suggests connecting ChatGPT or Claude to import from another app or into several portfolios at once. Import from a file →

  4. Version 3.3.5

    • Connect ChatGPT from its app directory: search for TrackMyStack on the web, desktop or mobile, with no Developer mode or server URL needed. ChatGPT and Claude →
    • Bonds and Cash are now separate asset classes, and money market funds count as Cash. Allocation →

  5. Version 3.3.4

    • A holding’s price, value and profit show their currency when it differs from your home currency.
    • Portfolio Settings keeps what you typed when prices refresh. Portfolios →
    • The retirement planner checks your life expectancy and points you to the field to fix instead of showing a misleading result. Retirement planner →
    • Fixed the dashboard crashing on older Android devices, and saves being refused after renaming or moving a holding.

  6. Version 3.3.3

    • Fixed portfolios and holdings seeming to disappear on devices that had stored years of prices.
    • Fixed prices landing on the wrong dates for an asset you bought again after selling it.

  7. Version 3.3.2

  8. Version 3.3.1

    • API tokens in Account → Connected apps: create a read-only or read-and-write token for the REST API, see when each was last used, and revoke it at any time. REST API →
    • Goal names no longer overlap the status badge. Goals →

  9. Version 3.3.0

    • Archive a portfolio you no longer hold: it stops counting toward your net worth, keeps its history in your charts, and can be unarchived later. Portfolios →
    • Recently deleted: restore portfolios and holdings you deleted in the last 30 days, and undo a delete straight away. Portfolios →
    • Future dates are allowed again when editing a position.
    • Analysis screens use all portfolios when a saved selection only named portfolios you have since deleted.

  10. Version 3.2.43

    • Connect Claude or ChatGPT to your portfolio (beta), and see or disconnect each assistant in Account → Connected apps. ChatGPT and Claude →
    • Fixed dividend yield and income for dividends paid in another currency, payments made before a stock split, and an asset held twice in one portfolio. Dividends →
    • An invalid position date can no longer be saved.

  11. Version 3.2.41

    • A redesigned Account page with clear sections for your subscription, security and recovery, and account actions. Sync, sign-in and backup →

  12. Version 3.2.39

  13. Version 3.2.30

    • Portfolio Performance shows dividends as their own line, so the breakdown adds up to the end value. Portfolio Performance →
    • Fixed sync keys pasted with extra spaces and searches with special characters.

  14. Version 3.2.28

  15. Version 3.2.25

    • Import holdings from a file (beta): a CSV or Excel spreadsheet, a PDF statement or screenshots, with a preview before anything is added and an Undo afterwards. Import from a file →
    • Delete your account from the Account page. Privacy and app lock →

  16. Version 3.2.23

    • When you add an asset, the cost is filled in from the market price on the purchase date, and you can enter it per unit or as a total. Stocks, funds, crypto and more →
    • Fixed prices showing the previous day after reopening the app, and a missing exchange rate zeroing a portfolio’s value. Automatic prices →

  17. Version 3.2.20

  18. Version 3.2.19

  19. Version 3.2.5

    • Home-screen widgets for iPhone and Android: your net worth and today’s change, for the whole account or one portfolio. Home-screen widgets →
    • A redesigned dividend chart with totals above the bars and income broken down by holding. Dividends →
    • Fixed Premium bought on Android not being recognised on iPhone.

  20. Version 3.1.3

    • Compare with Index becomes Portfolio Performance: your annualised return for each portfolio and period against an index, a cumulative return chart, yearly returns and each asset’s profit. Portfolio Performance →
    • The net worth chart shows a legend when split by portfolio. Net worth dashboard →

  21. Version 3.1.1

    • Chart date labels suit the range you pick. Net worth dashboard →
    • Fixed the total gain of portfolios held in a currency other than your home currency.

  22. Version 3.0.41

    • Every asset’s chart has a time range picker, from one week to all time.

  23. Version 3.0.39

    • Prices refresh automatically when you come back to the app or the browser tab. Automatic prices →
    • Fixed a crash on iOS 17.

  24. Version 3.0.38

  25. Version 3.0.36

  26. Version 3.0.34

    • Goals: set a target amount and date, link portfolios, add monthly deposits and see a projection on your dashboard. Goals →
    • Sort portfolios, and the assets inside them, by value or name. Portfolios →
    • Redesigned retirement planner. Retirement planner →
    • Sidebar navigation and wider layouts on the web and tablets.
    • Month-to-date and year-to-date changes now start from the previous period’s closing value. Net worth dashboard →

  27. Version 3.0.28

    • Allocation takes your ownership share of each portfolio into account. Allocation →
    • Dates follow your device’s language and region.

  28. Version 3.0.25

    • The stacked net worth chart shows assets and liabilities separately, with a net worth line. Net worth dashboard →
    • The dividend chart shows each holding and a total when you tap a month. Dividends →

  29. Version 3.0.18

    • A new sign-up suggests your currency and offers ready-made portfolios for it, such as ISA and SIPP or 401(k) and Roth IRA. Portfolios →
    • Hints guide you through adding your first portfolio and asset.

  30. Version 3.0.13

    • Dividend yield analysis by portfolio and holding, and a choice of which portfolios to include. Dividends →
    • Set the asset type, sector and region of assets the app can’t classify, such as manual assets. Allocation →
    • Refreshed charts throughout the app.

  31. Version 3.0.4

    • App lock works with fingerprint, face and iris unlock, and explains when your device’s biometrics can’t be used. Privacy and app lock →

  32. Version 3.0.3

  33. Version 3.0.0

    • The rebuilt TrackMyStack for iPhone, Android and the web, with your data syncing securely across your devices. Sync, sign-in and backup →
    • Net worth across all your portfolios, assets and liabilities, with a history chart. Net worth dashboard →
    • Portfolios with their own currency, ownership share and include-in-net-worth switch, plus tags to group them. Portfolios →
    • Allocation, dividends, Compare with Index, Portfolio Vitals and a retirement planner that answers four questions. Retirement planner →
    • Sign in on another device with your email, sync key or a QR code, and export to Excel or a JSON backup. Sync, sign-in and backup →

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