Release 0.8 is our biggest yet. It opens FolioCenter up to more brokers, more instruments, and more precise pricing — so whatever you own and wherever you hold it, it belongs here. This is the release that turns FolioCenter into a true multi-broker, multi-asset home for your portfolio.
What’s new
- New broker imports — Trading 212, Degiro, and Interactive Brokers — import statements directly from three more brokers, joining XTB, with the same idempotent, no-duplicates parsing. Re-importing the same statement never creates duplicates.
- New instrument types — Options, Short positions, Bonds, Crypto, and Futures — go well beyond long stock. FolioCenter now models options, borrowed-stock short positions, bonds and bills, spot crypto, and futures, each with the right cost, valuation, and lifecycle handling.
- Derivatives performance on notional — see derivative returns measured against notional exposure alongside the existing return-on-margin view, for a fuller picture of how leveraged positions really performed.
- User-imported securities & price series — track instruments that aren’t covered by our data feeds by adding your own securities and supplying your own price history.
- Stock split support — splits are recognized and applied so historical shares, prices, and performance stay correct across the split date.
- Smarter listing resolution by currency — when a security trades on multiple venues, FolioCenter now resolves to the right listing for your currency, keeping valuations and FX consistent.
- Usability fixes — a broad round of refinements across imports, tables, and everyday workflows.
Why this matters
Real portfolios are messy: several brokers, many asset types, positions that don’t fit a simple “buy-and-hold stock” mold. Until now, some of that had to live outside FolioCenter. With 0.8, options, shorts, bonds, crypto, and futures are first-class citizens; three more brokers import cleanly; and pricing is sharper thanks to currency-aware listing resolution, stock-split handling, and your own securities and price series for anything off the beaten path. The result is a single, accurate view of everything you hold — with derivatives performance you can finally read two ways.
Roll out is live today