Release 0.5 reshapes what a fund can hold — spanning multiple accounts and multiple currencies — and brings full derivatives support with CFDs, including their performance. Plus a new XTB importer and a round of analytics and quality-of-life upgrades.
What’s new
- Multi-account funds — a single fund can now span positions held across several broker accounts, with holdings and performance rolled up into one consolidated view.
- Multi-currency funds — hold and report on accounts in more than one currency within the same fund, with values reconciled back to your base currency.
- Derivatives & CFDs — full support for derivative instruments, including CFD open/close lifecycle, swaps, and derivative dividends — with performance attribution on every derivatives trade.
- XTB importer — import statements from XTB, including cash operations and CFD activity, with the same idempotent, no-duplicates parsing you already rely on.
- Historical ticker changes — renames and symbol migrations (e.g. SQ → XYZ) are tracked so historical positions and prices resolve correctly.
- Account transfers — move cash between deposit accounts as a linked pair, kept neutral to performance so transfers never distort your returns.
- Performance overview enhancements — the overview now includes volatility figures alongside your return metrics, for a clearer read on risk-adjusted performance.
Why this matters
Real portfolios don’t fit in one account or one currency, and they’re rarely just long stock. With 0.5, a fund finally models how you actually invest — across brokers, across currencies, and across instrument types, derivatives included. And with derivatives performance, transfer-neutral cash moves, and volatility now in the overview, the numbers you see reflect what really drove your results.
Roll out is live today. Multi-account and multi-currency funds are available immediately; nothing to enable.